Job Summary

“Every job in Fergus comes with a job summary section designed to give you full visibility and control.

You’ll find the job summary in the top left of any job card. At the top of the job summary, you’ll find the customer and site information.

Want to make a change? Simply click the x button next to the customer or site to select a different one. You can also edit existing details to keep everything up to date.

In the job details section, you can manage the core details of the job. Job description, update the overall description to reflect the work being done.

Customer order number, add an order number if needed. This will appear on the customer’s invoice. Budget.

Set a budget to help manage costs. Fergus will alert you in the financial summary when the job goes over budget and display the budget in the overview section of the financial summary as well. Payment terms. Adjust the payment terms for the specific job.

Groups. Assign this job to a specific group for better organization.

Pricing tier. View the customer’s pricing tier. To learn more about how tiered pricing works, check out our help article. In the job phases section, you’ll see a list of all the job phases on this particular job, including status, title and description, total cost and sale price so far, and the creation date. The variations box below lists all variations for this job too, similar to the job phase section.

Finally, we have the SMS reminder settings at the bottom. Here, you can customize SMS reminders for scheduled events and quote or estimate visits.

Tick the checkbox to apply changes only to this job. You can control when reminders are sent and who receives them. And that’s it. The job summary in Fergus is packed with tools to keep your job organized.”