Skip to the main content.

"By adopting this system we are now seen as professional and progressive within our town"

Daniel Gunther, Owner, Gunther Electrical


"Since adopting Fergus, in the last 6 months, we’ve seen a 60% increase in our business."

Ben, Co-Owner, KVA
Resources

Buyers guide >
Compare job management solutions

Profit & Loss Calculator >
See if you're on track to make a profit

Tradehub

How-to-videos >
Check out our in-depth video tutorial

Business coaching >
Webinars with experienced tradies

Help Centre >
Need a hand? You'll find the answer here

Contact Support
About Fergus

Who are we? >
Find out what gets us up in the morning
(Spoiler: It's you.)

Our partners & friends >
Meet all our industry partners

Work with us

Want to join our team? >
Visit our careers page.

Want to partner with us? >
Check out the benefits of teaming up with Fergus.


Connect with us  
              

Get in touch

0800 461 219


65 New North Road,
Eden Terrace,
Auckland, 1021

1 min view

Multi Tenant Billing

 
 

Address your Invoices, Quotes and Estimates to the right person without having to change all the details you have setup by watching this video.

 

Transcript

Hi everyone, Dylan here from the Fergus team. In this video, I'll be showing you how multi tenant billing works in Fergus like we saw in the previous videos on Invoicing.

We'll need a job that has had all the work completed or needs a portion of the job invoiced or a quote or estimate in draught from the job we can select. invoicing, quote or estimate as long as the document is in a draught status. In this case, let's select invoice. What you will notice is now at the top of the invoice.

We have a dropdown menu to choose from, as well as two new fields to populate. If we start from the top, we can select from a list of contacts relating to this customer. And this will change the person the invoice is addressed to. From here, you can enter whose attention this document requires, as well as an address or any other information required on the document.

Multi tenant billing will give you the ability to choose who you invoice a job to without having to change the customer details entirely. Perfect for billing a property manager without having them set up as the contact for the address.

Thanks for taking the time to watch our video. If you have any questions, please get in touch via support@fergus.com.

2 min read

Integrating with Xero

Watch this video to see how you can integrate your Fergus account with Xero Accounting Software to manage and sync your supplier and...

15 min read

Training Webinar | Scheduling

Watch this video to learn all the ins and outs of assigning and scheduling jobs to your team members. Learn your way around the Fergus...

16 min read

Training Webinar | Job Phases (previously called Site Visits)

Watch this video to learn all about Job Phases (previously called Site Visits). Learn what a Job Phase is in Fergus and how you can use...