Fergus

1. Open Fergus to Integration Centre

   From the left-hand settings menu, go to Settings and then Integration Centre.

2. Connect Google Calendar integration

   Locate Google Calendar integration and click Connect to start.

3. Choose sync directions

   Select whether you want to sync Fergus events to Google Calendar, Google events to Fergus, or both; then Continue.

4. Authorize Google account

   You will be prompted by Google to log into your Google Account and authorise Fergus to access your calendar.

5. Verify connection

   In Fergus Calendar, a G symbol will appear next to the user's name to indicate the connection; hover to view Sync Status.

6. Per-user sync

   Note that each user must individually sync their Google account to their Fergus login.

7. View on mobile

   Open Google Calendar app, tap Menu, go to Settings, Show more under the synced email, select Fergus → Google calendar, and toggle sync.

1. Click profile icon

   Click the profile icon in the top right, then select ⚙ Settings from the menu.

2. Click Reminders

   From the Settings menu on the left, click Reminders (or scroll down to Reminders) to open the Reminders page.

3. Click SMS Settings

   On the Reminders page, click SMS Settings in the top-right corner and follow the on-screen steps to enable SMS for your account; when finished, return to the Reminders page.

4. Toggle the switches on each reminder

   Toggle the switches to enable Invoice Reminders (and other reminder types as needed); use the Invoice Reminders toggle to allow SMS, Email, or both.

5. Open the invoice

   Open the specific invoice in Fergus and confirm that the invoice-level reminder options have SMS, Email, or both enabled for that invoice.

6. Select the frequency

   In the Invoice Reminders settings, select the frequency at which reminders should be sent (how often overdue reminders repeat).

7. Click View Template

   Next to the Invoice reminder entry, click View Template to open the reminder template for editing (select the 'Invoice reminder' or 'Overdue invoice reminder' template).

8. Click Email Settings

   If editing the email template, click Email Settings at the top of the reminder page to open the Email Template section and select 'Send Invoice Reminder to Customer' to edit.

9. Click Save

   After making changes to the SMS or Email template text, click Save on the template page to apply your updates.

1. Open the Job Card

   Locate the job you quoted and open its Job Card; ensure the job has been marked as Ready to Invoice so it appears in the Invoicing column.

2. Click Invoicing under Tools

   Inside the Job Card, click Invoicing located on the left-hand side under Tools to open invoicing options.

3. Select create invoice from quote or estimate

   From the invoicing options, click create invoice from quote or estimate to begin converting the existing quote or estimate into an invoice.

4. Select percentage or invoice the remainder

   Choose the percentage option to create a deposit or progress payment, or choose invoice the remainder for a final invoice, depending on your workflow.

5. Select quote sections and click Add to invoice

   Use the quote sections option to tick select all or pick individual sections; when ready, click add to invoice in the bottom right to open the invoice draft.

6. Type into add a line item and hit Enter

   In the draft invoice, add new line items by typing into the add a line item bar and pressing Enter; if you uploaded a price book you can search pre-filled items.

7. Edit line item costs and quantities

   Adjust each line item’s cost, sell price, and quantity; also set the sales type by clicking the labour or materials icon next to the line item for correct reporting and accounting sync.

8. Check job fully invoiced box when finalising

   If this invoice completes the job, tick the box indicating the job is fully invoiced; leave it unticked for progress payments so the job remains open.

9. Click Approve and Email to send

   When the draft looks correct, click Approve (or Approve and Email) to send the invoice to your customer — note that once approved, invoices cannot be edited.

10. Collect payment or sync to accounting (optional)

    If Fergus Pay is set up, customers can pay by card from the invoice; if an accounting integration is connected, Fergus will automatically sync the invoice to your accounting package and update status when paid.

1. Open job card

   From your job list or dispatch board, open the job card for the completed job you want to invoice.

2. Click invoicing button (left under Tools)

   Inside the open job card, click the invoicing button located on the left-hand side under Tools to start the invoicing process.

3. Click create invoice from quote or estimate

   In the invoicing options, select Create invoice from quote or estimate to begin converting an existing quote or estimate to a draft invoice.

4. Select invoice option (percentage / remainder / quote sections)

   Choose one of the provided options: invoice a percentage of the quote or estimate for deposits/progress payments, invoice the remainder for final billing, or use Quote sections to replicate sections into the invoice.

5. Tick Select all or choose quote sections

   If you want the whole quote, tick Select all; otherwise pick the specific quote sections you want to invoice.

6. Click Add to invoice (bottom right)

   After selecting the invoice portions, click Add to invoice in the bottom right to generate a draft invoice from the selected quote/sections.

7. Edit draft invoice (adjust line items)

   In the draft invoice view, make any necessary adjustments to existing line items or formatting before finalizing.

8. Type into add a line item

   To add new items, type the item description into the Add a line item field and press Enter to create the line.

9. Enter cost and sell price and adjust quantities

   For each line, enter the cost and sell price and adjust the quantity fields as required to reflect actual costs and customer pricing.

10. Search price book

    If you use a price book, search for items directly from the draft; selected price book items will populate their prices automatically.

11. Click pencil icon (choose displayed details)

    Use the pencil icon to select which line item details display to the customer (for example, hiding individual prices).

12. Untick price checkbox

    If you want to hide individual line prices and only show totals, untick the Price checkbox in the display options.

13. Switch to preview mode

    Use Preview mode to confirm how the invoice will appear to the customer before approving.

14. Click approve

    When the invoice is final, click Approve — note that once approved the invoice cannot be edited.

1. Click Settings menu (user profile)

   Open the settings menu in the top right corner under your user profile to access Fergus configuration pages.

2. Click integration center button

   In the left hand settings menu, click the integration center button to view available accounting packages.

3. Click Connect to Xero

   Click Xero in the integration center, then click the connect to Xero button; if prompted, log in to your Xero account and click Allow access.

4. Fill account codes for sales and suppliers

   On the accounting connection screen, fill in your account codes for material and labor sales, then enter the accounts used for supplier invoices and supplier credits.

5. Select tradesperson wages account

   Choose the account to use for tradesperson wages so Fergus reports and payroll-related postings map correctly.

6. Click Import Customers

   Once back on the accounting package settings page in Fergus, click import customers to bring existing customers from the accounting package into Fergus.

7. Verify connection and required fields

   Confirm the accounting connection shows as connected and that account codes and wages account are completed so invoices and payments can sync between Fergus and your accounting software.

Fergus centralises job management for trades by combining quoting, scheduling, time and materials tracking, job phases, and invoicing into one platform, with supplier and accounting integrations to reduce manual admin.

Fergus is available via the web and has mobile apps for iOS and Android so trades teams can manage quotes, jobs and invoices on the go.

Fergus offers month-to-month per-user plans (Essentials and Pro), with pricing examples listed from $53/mo and $75/mo for higher tiers, and a 14-day free trial.

Yes. Fergus integrates with accounting software like Xero and with 100+ trade suppliers to sync invoices, contacts and price books for easier quoting and invoicing.