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.

Recorded Webinars Training Videos
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