Avaliações do Fergus

Amazing system, it really has helped me organise my business and manage my workload in a much more efficient way.

Nothing so far! If there is something I will feed this back to the team and I am confident they would do something about it.

It is a one stop shop "power house" that runs our electrical and heat pump contracting business. It integrates seamlessly to Xero which has made it very simple to implement. We like the ability to track staff when required and the fact that it has a full health and safety component also. The customers enjoy the interface through email and we regard the ability of the system to track and record site related information to be very valuable for all users. By adopting this system we are now seen as professional and progressive with in our town. We are now capturing better information about job costs before we send invoices which has helped us to raise our overall profit margin. We no longer have jobs falling through the cracks at invoicing time either. The scheduling features are fantastic, all staff can see what is on for the week, not just those in the office that can see the whiteboard! The workers on the ground have access to client details which allows them to make contact without input from the office, they also have full job history and quote/estimate information which makes their job easier also. The App runs on any mobile platform which solves the android vs IOS debate, we just use the platform that we like. No software to manage is also a bonus, if we have internet access... were in business! This has been the biggest leap towards a paperless office that we've made so far. We enjoy the friendly knowledgeable helpdesk staff who always answer the phone promptly. Awesome!

Once you have published a quote, you can no longer edit it... if you find a mistake or want to add something extra to the quote. The search engine on electrical items can be abit poor, maybe it could show frequently selected or used items at the top of the search results list. The financial summary has too much information in it, it is so busy. There could be more price options, we would like to bring on another administrator on a 3 hrs per day basis and another electrical worker on a 2-3 days basis, it is quite expensive for part timers. There is no drawing software in the system for quoting, some others such as Simpro, System fox and Katipult have this on-board. (I think these are usually based on Visio). J A Russell don't API to the system like Corys and Plumbing World do, could be easier for us if they did the same.

How simple and easy it is to use and communicate to my workers.

Nil

The pricing and Quoting feature is fantastic, with integrated supplier price books and search bars makes quoting a breeze. Also great to have pricing templates for larger common jobs in "favorites" section.

One Idea I thought would be great is a section to be able to write out plumbing reports for customers which could have photos etc added to them and would just generate out with the letterhead and customer info attached similar to the invoices would be great.

Tracking and entering costs (both labor and materials) has made our invoicing and quoting much more accurate. Being able to set up favorite item lists makes quoting much less of a chore than it used to be as items can be just selected from a pre made list and added where needed.

Our wholesalers send us daily CSV files with our purchases which are then uploaded directly to Fergus. The Job numbers are all linked already so its just a matter of clicking a button and the materials are automatically assigned to the job and corresponding site visit.

Pricelists are also uploaded from our wholesalers so prices for thousands of items are available instantly and are up to date. This means jobs can be invoiced quickly and on site if need be.

We also use Xero for our accounting software and Fergus integrates perfectly with it.

Integration with the Xero employee pay function is the only thing lacking. At the moment all our employee times are entered into Fergus for each job then each week their hours need to be enetered into Xero again for the pay cycle. It would be great if they talked to each other so we didnt have to do it twice.

Its a true all in one service management software. The program is user friendly and has the best configuration Ive used so far. The price point is perfect. The apps for iOS and Android are seamless with the browser.

I would like the ability to upload different certifications. The standard is for electrical services. Please add support for FireFox and Microsoft Edge.

I like how easy it is to use and implement all aspects of my business

Stock on hand , can we have an option to have inventory management for say a vehicle, so on job parts that we take are easier to find. Might be my infancy in this product and might be a better way eg favourites . Training on how to set up a van stock list if there is another way.

Upto a few years ago a big part of my business was running blind so I went hunting for a software management program to get us sorted. I tried nearly every program on the market from Tradify, Workflo Max, Service m8, GeOp and many more, I even doubled back and trialed some of them again. I ran through several jobs in each software program but just couldn't find a program that would do what I needed. They all had helpful features but none of them were as fitting as Fergus. Fergus just works well, and is getting better all the time. Quotes are a breeze and invoicing takes me about 30 mins a day. I love using fergus and recommend to any business as a must have.

The software does everything I need to run my business so cant see any cons. Would be nice if the software had a faster GPS tracking system but I am sure this will come in time.

Easy to use and all in one place. Great how csv files integrate so no downloading and data processing of invoices from the major firms (hopefully one day all firms will be integrated!) Reporting good.

Not quite suited to a commercial plumbing firm, lacks in some areas such as retention payments, large on-going jobs and not repairs and maintenance type work.

Very handy tracking jobs from the moment they enquire to sending the final invoice

Takes a little while to get the flow of using it but you get back what you put in

job costing, ease of crm, estimating, notes and history which recently helped me win a case in court for a customer refusing to pay based on lies. Not a problem with this software, every little detail is tracked.

no ability to set budgets for site visits or tasks. They set an auto budget based on how you built the estimate however that does little for me at all. I dont have the ability to change, assign or track the budget other than using a spreadsheet and manually inputting them. They have all the data right there it seems silly I have to do this and it would be a Huge Benefit.

Ease of use. We are a company that does small and medium sized jobs. When doing smaller jobs there are more of them so fergus makes it easy to keep track of everything

- Cant have multiple colours for employees jobs. For us this would make it easier to organise the teams day as they would be able to differentiate an urgent job from a job that be done at any time throughout day

Easy to use. Great financial tracking.
Great phone app for staff but can be used on a tablet or dedktop.

As this was designed for plumbers doing lots of small jobs it could be improved for construction where you may have on one job with many variations for a year

Easy to set up and teach to new employees

Not a big fan of the mobile (IOS) app.

Talks to accounting system directly, downloads supplier invoices directly and allows job bookings for several staff over several periods in a day/week

Photos won't resize on mobiles and credit card payments including fees not accessible other than 1st email acceptance to Client