Fergus

Fergus Use Cases

After carefully analyzing Fergus features, capabilities, and marketing positioning, we identified its real-world use cases.

Dispatching Plumbers Between Emergency And Scheduled Jobs

Plumbing companies may have several technicians who have been assigned to scheduled jobs. This becomes an issue when an urgent call comes in that requires those professionals. To counteract this, Fergus provides the Scheduling functionality, which gives office teams a visual view of technician availability and existing bookings. As a result, the dispatcher can identify an available worker and assign them new jobs without losing track of the day’s schedule. This gives transparency to the assigned field technician and office teams.

Checking Job Profitability After Materials And Labor Are Added

When contractors are quoting a bathroom installation at a fixed price, they may see a reduction in the expected margin due to additional materials, labor, and other costs. With Fergus’ Job Costing, they can record costs against individual jobs to compare the money spent on the job with the quoted or invoiced amount. This gives companies a job-level view of cost increase instead of relying only on overall business accounts to identify an unprofitable object.

Getting Materials And Supplier Costs Into The Job Record

For electrical contractors that may send electricians to sites where additional cables, fittings, or materials are required, receiving a supplier invoice days later becomes a problem. Fergus tackles this with its Supplier Invoice and Cost Tracking which connects purchases with the appropriate job, allowing the contractor to account for material costs when reviewing the job’s financial position. This is typically useful when managing several jobs and matching supplier invoices to projects without having to simply rely on bank or accounting records.

Turning Technician Notes Into A Complete Customer Invoice

Finishing a service call after replacing a component or carrying out additional work separate from the job description might cause issues for technicians. Through Fergus’ on-the-job management and invoicing, job information, notes, time, materials, and other chargeable work can be combined when preparing the invoice through the completed job record. This minimizes the reliance on manual workarounds like handwritten notes, messages, or calls with the technician.

Following Up On Quotes That Have Not Yet Been Approved

Roofing and building contractors may have to send dozens of estimates each month and distinguish accepted work from quotes that are awaiting a customer’s decision. Fergus’ quoting and estimate tracking keeps quotes within the system, allowing contractors to monitor their status and move approved work to the job workflow. As a result, offices get a structured, defined process for moving a quote from an initial estimate, through to customer approval, and into scheduled work.

Is Fergus Right For You?

Trade businesses that need to manage quoting, scheduling, field work, job costs, invoices, and payments – all on one platform, might find Fergus to be particularly useful for their needs. Electricians, plumbers, HVAC contractors, builders and roofers that need to manage multiple jobs and technicians can derive strong value from the software.

For teams that are coordinating technicians across scheduled and urgent jobs, Fergus provides a visual scheduling calendar, team availability, GPS tracking, job details, and mobile access through Fergus Go. Office teams can utilize this to assign work, while syncing with field teams on their job requirements and locations.

Companies that require highly specialized industry functionality may find Fergus to be less suitable; however, its feature range makes it a valuable asset to organizations that are looking for a central platform for job management and team coordination.

Still unsure about Fergus? Connect our support team at (661) 384-7070 for further guidance!