TradeHub

Fergus Training Videos

Learn how to use our suite of job management tools one step at a time with our in-depth training videos.

Timesheet Summary

Watch this video to see how Fergus collects your team's timesheets so you can review everything entered.

Dylan Taylor

Trade Software Expert

Pay Summary Report

In this video you'll see the pay summary report, this report looks at the times your team have entered and can …

Dylan Taylor

Trade Software Expert

Time Entry Settings

In this Video you can see how to configure the Time Entry settings to automate part of the process giving you …

Dylan Taylor

Trade Software Expert

Watch this video to see how your team can create supplier documents on the go with the Fergus mobile app.

Dylan Taylor

Trade Software Expert

Watch this video to learn how to utilise the Custom Price Book in Fergus for anything outside of your …

Dylan Taylor

Trade Software Expert

The WIP Report PRO

Watch this video to see how the Work in progress report in Fergus shows you what jobs have had costs added to …

Dylan Taylor

Trade Software Expert

Time Entries

Watch this video to see how to input time entries on the browser version of Fergus and make any adjustments to …

Dylan Taylor

Trade Software Expert

Quoting Settings

Watch this video to see how you can configure Fergus to get the right messaging and format for your quotes.

Dylan Taylor

Trade Software Expert

Invoicing Settings

Watch this video to see how you can set up Fergus to get consistent messaging and formats from the get go.

Dylan Taylor

Trade Software Expert

Time Entries (Mobile)

Watch this video to see how your team can input their times into the Fergus mobile app to record on site.

Dylan Taylor

Trade Software Expert

Watch this video to learn how to review all the times input into Fergus by your employees and the work that …

Dylan Taylor

Trade Software Expert

Financial Summary PRO

Watch this video to see how Fergus tracks the financial state of every job so you can clearly see where it is …

Dylan Taylor

Trade Software Expert

Supplier Documents Report

Watch this video to see where you can find all the supplier documents you have imported into Fergus in one …

Dylan Taylor

Trade Software Expert

Recurring Job Template PRO

Watch this video to learn how to set up recurring jobs for work you repeatedly carry out.

Dylan Taylor

Trade Software Expert

Health and Safety PRO

Watch this video to see how Health and Safety is recorded in Fergus and the information that can be stored to …

Dylan Taylor

Trade Software Expert

Job Summary

Watch this video to see where you Fergus stores all the information you need within a job.

Dylan Taylor

Trade Software Expert

Creating a Variation

In this video you'll see how to create a variation of a job to account for any extras.

Dylan Taylor

Trade Software Expert

J.A. Russell Ltd Integration PRO

Watch this video to see how to connect Fergus with J.A. Russell Ltd to have your invoices automatically appear …

Dylan Taylor

Trade Software Expert

Tiered Pricing PRO

Watch this video to learn how to apply rules to your pricing through Tiered pricing in Fergus.

Dylan Taylor

Trade Software Expert

Purchase Orders (Mobile)

In this Video you will see how to create and send a Purchase order from the Fergus mobile app

Dylan Taylor

Trade Software Expert

Moving Items

Learn how you can move labour and materials between site visits, variations and different jobs in this video.

Dylan Taylor

Trade Software Expert

Importing Price Books

Watch this video to see how Fergus reads csv Price Books to update the pricing of the materials you purchase.

Dylan Taylor

Trade Software Expert

Merging Customers

In this video you'll see how to merge two customer records in Fergus.

Dylan Taylor

Trade Software Expert

Automatic SMS Reminders

In this video you learn about how you can configure SMS reminders to automatically follow up with your …

Dylan Taylor

Trade Software Expert

Payments and Credits PRO

Watch this video to learn how to apply payments and credits in Fergus, as well as how FergusPay is …

Dylan Taylor

Trade Software Expert

Sign Off PRO

Learn how Fergus manages clients and customers signing off on sections of a job being completed by using a …

Dylan Taylor

Trade Software Expert

Split Invoices and Deposits

Need to take deposits or percentages on your jobs? watch this video to see how you can with Fergus

Dylan Taylor

Trade Software Expert

Multi Tenant Billing

Address your Invoices, Quotes and Estimates to the right person without having to change all the details you …

Dylan Taylor

Trade Software Expert

Formatting your Profile Picture

In this video you will see how to change the colour and profile picture for you and other users of Fergus.

Dylan Taylor

Trade Software Expert

The Invoice Builder Tools PRO

Mastering the art of Invoicing is a difficult task, watch this video to learn how Fergus makes tweaking your …

Dylan Taylor

Trade Software Expert

Integrating with Corys PRO

Learn how Corys and Fergus can link together to import Price Books and Supplier Documents with ease.

Dylan Taylor

Trade Software Expert

Gmail Email Settings PRO

Learn how to set up Fergus with your email to keep up communication with your customers.

Dylan Taylor

Trade Software Expert

The Employee Map PRO

Learn how you can use Fergus to track where your employees are to schedule and more efficiently.

Dylan Taylor

Trade Software Expert

Reconciliation PRO

Learn how Fergus matches documents in this video to streamline your material purchasing processes and know …

Dylan Taylor

Trade Software Expert

Mobile Invoicing PRO

Watch this video to see how invoicing works on the mobile app with Fergus allowing you to invoice directly on …

Dylan Taylor

Trade Software Expert

Queries PRO

Watch this video to learn how queries work in Fergus, how to add to a query as well as resolving and what …

Dylan Taylor

Trade Software Expert

Certification PRO

Watch this video to learn how to set up certification on your Fergus subscription and start creating digital …

Dylan Taylor

Trade Software Expert

SMS PRO

Watch this video to see how SMS is setup in Fergus as well as how to customise the messages your customers …

Dylan Taylor

Trade Software Expert

Back Costing PRO

Back costing is your first line of defense when it comes to invoicing, this part of Fergus helps ensure you …

Dylan Taylor

Trade Software Expert

Importing Supplier Documents PRO

In this video we look at uploading documents you receive from your supplier and assigning them to jobs, this …

Dylan Taylor

Trade Software Expert

Creating Favourites PRO

Favourites in Fergus speed up quoting and invoicing and helps organise products that have multiple parts into …

Dylan Taylor

Trade Software Expert

Integrating with Xero PRO

In this Video we look at connecting Xero to Fergus to streamline your workflow between the two systems.

Dylan Taylor

Trade Software Expert

General Settings

It's important to start any new venture off on the right foot, in this video you can see how to set up the …

Dylan Taylor

Trade Software Expert

The Job Card tools

Create jobs faster, easier and more have a more accurate management of purchase orders and whats being …

Dylan Taylor

Trade Software Expert

Using the Quote Builder

Communicating your costs before you've started the job is a fine art. This video demonstrates how to quote in …

Cameron Simmonds

Sales Manager

Managing Customers

Customers are at the centre of any business. This video demonstrates how to manage your customers in Fergus …

Dylan Taylor

Trade Software Expert

Invoicing a Charge Up

Charge up jobs need every cost recorded to ensure they are profitable and avoid missing out on anything …

Dylan Taylor

Trade Software Expert

The Status Board

The status board is the heart of Fergus, this video shows how to read the status board and what triggers …

Kristie Voorburg

Customer Success Expert

Scheduling and Assigning Jobs

Scheduling your team is quick and easy to manage with Fergus, this video demonstrates managing schedules and …

Dylan Taylor

Trade Software Expert

Site Visits

Visiting sites and recording materials need to be accurate to ensure your margins are working effectively, …

Dylan Taylor

Trade Software Expert

Using the Calendar

From zero visibility to total visibility - get the whole story with Fergus, in this video take a look at the …

Dylan Taylor

Trade Software Expert

Invoicing a Quote

Quoting and invoicing are the major part of any trades business. This video demonstrates invoicing a quote in …

Dylan Taylor

Trade Software Expert

Creating a New Job

Making the switch to any new software is going to need a bit of time and attention to make sure you start on …

Dylan Taylor

Trade Software Expert

Adding a New User

Watch this video to learn how to add new users and set them up to get started with Fergus.

Dylan Taylor

Trade Software Expert

Checklists PRO

In this video we look at setting up checklist templates and adding them to jobs.

Dylan Taylor

Trade Software Expert

Watch this video to learn about the steps involved with quoting in Fergus from start to finish.

Dylan Taylor

Trade Software Expert

Ideal Electrical PRO

Connect Fergus to your Ideal Electrical webstore to automatically have supplier invoices from Ideal imported …

Dylan Taylor

Trade Software Expert

Integrating to MYOB AR PRO

Watch this video to see how easy it is to connect your accounting software to Fergus allowing Invoices and …

Dylan Taylor

Trade Software Expert

Integrating with Mico PRO

Watch this video to learn how to connect Mico and Fergus to have invoices and credits appear in your Fergus …

Dylan Taylor

Trade Software Expert

Pay Rules PRO

Watch this video to see how overtime can be recorded in Fergus to help with payroll calculations.

Dylan Taylor

Trade Software Expert

Site Management

Watch this video to learn everything you need to know about Site Management in Fergus.

Dylan Taylor

Trade Software Expert

Stock on hand (Mobile)

In this video you will see how to record materials on the Fergus mobile app that might not have been …

Dylan Taylor

Trade Software Expert

The Cost Report

In this Video you'll see where to find all the costs for a job in one easy to read list, which can also be …

Dylan Taylor

Trade Software Expert