Fergus
Setup
Implementation
Optimisation
Training
Support
For Tradies
Whether you are new to Fergus or already using it, we help tradies get more value from the system with independent support across setup, implementation, training and optimisation.
Looking at Fergus as an option?
Fergus brings quoting, scheduling, job tracking and invoicing into one place, but to get real value from it, the setup needs to suit your team, jobs and workflow.
Using Fergus but not loving it?
In a lot of cases, the frustration comes down to the way it has been set up, and with the right adjustments, it can work much more smoothly for your team.
Not Sure If Fergus Is the right fit?
We learn how your business runs, what is working, what is not, and whether Fergus is the right software fit for what your business.
Who is Fergus For?
The industries we find are best suited to Fergus
Fergus is job management software built for tradies, designed to help you run a more efficient and profitable business.
INDUSTRIES THAT MAY USE FERGUS INCLUDE:
- Electricians
- Builders
- Roofers
- Plumbers
- HVAC Technicians
- Field & Service Technicians
- Locksmiths
- Cleaners
- Gardeners
- Pest Control Specialists
- Lawn Care & Landscapers
- Property Maintenance
We don’t believe in one-size-fits-all. See if Fergus is right for your business by completing our quick fit check.
VIDEO OVERVIEW
SEE FERGUS IN ACTION
What Fergus does well (and the problem it solves)
Fergus is job management software to help you make smarter decisions, stay on top of your numbers, and grow with confidence.
Reporting
Get clearer insights so you can make better decisions around jobs, costs and performance.
scheduling
Plan and assign jobs in one place so so the right people are booked at the right time.
GPS tracking
See where staff are in real time so dispatching and job changes are easier to manage.
Compliance
Store forms, records and job details more consistently so compliance is easier to manage.
Integration
Connect supplier and accounting software to reduce double handling and keep information flowing.
Job Tracking
Keep job details, progress and updates in one place so the team can stay on the same page and nothing gets missed.
Quoting
Create clear, professional quotes faster so pricing takes less time and jobs can move ahead sooner.
Invoicing
Send invoices and take payments more easily so admin is reduced and cash flow improves.
Service Reminders
Set up reminders for recurring work so regular maintenance jobs are easier to stay on top of.
Timesheets & Cost Tracking
Track labour and job costs more accurately so you can see where time and money are going.
Mobile Field Access
Give your team access to job details on site so they can update work from the field.
Find out if Fergus is right for your business
Other apps Fergus
integrates with
making Fergus work for your business
sort out the Fergus frustrations before they start
More often than not, Fergus frustrations come down to set up or workflows issues, rather than the software itself.
We get it, spending time on setup can feel like a chore, especially when you are focused on keeping your business running.
But while getting Fergus up and running is one thing, setting it up properly around how your business actually works is what makes the real difference.
The common frustrations we hear about Fergus setups:
- It feels clunky from day one, and no one is quite sure they are using it properly.
- There is too much to take in at once, so the team only ends up using the basics.
- The setup does not match how your jobs actually run, so everything feels harder than it should.
- The reports do not show what you need, when you need it.
- You hit a problem, need help quickly, and end up waiting longer than you hoped.
Want to get Fergus right from day one?
We help make sure it is implemented around the way your business runs, not just switched on and left to figure itself out.
Fergus is a solid job management system, and for many tradies, its value comes down to how well it has been set up around how the business actually runs.
When the system starts to feel clunky or harder to use than it should, it often means the setup, workflows or training need attention.
Usually, a better setup and some practical training are all it takes to get Fergus working the way it should.
can you relate to this?
- Jobs feel clunky because the workflow does not match how your business actually runs.
- Staff only use the basics because no one feels fully confident in the system.
- Timesheets or costs get missed, and you only notice later.
- Scheduling gets messy when jobs and changes are not managed consistently.
- Reports do not show the numbers you expected.
- One setup issue throws the whole team off.
Think Fergus should be working better than it is?
We can review your Fergus setup and recommend the best approach to make it work better day to day. Book a call to learn more.
When your business starts to scale and the team gets bigger, it’s not unusual to feel like you have outgrown Fergus.
But before switching, it’s worth looking at whether the issue is the system itself or just the way it is being used.
In many cases, with the right support and training, tradies find there is still plenty more value to unlock.
signs you might notice:
- Scheduling gets messier and more complex to manage.
- Reports stop giving you the clarity you need.
- Invoices feel too limited as the business scales.
- Training gaps become more obvious as more staff come on board.
- Adding new staff feels harder than it should, especially when logins and permissions are unclear.
- Timesheets get missed as the team grows, throwing off costing, invoicing and payroll.
Is Fergus starting to feel clunky?
A few smart changes to the setup can iron out the rough spots and make it far easier to use across the business.
Getting the most out of Fergus
how tradiepad can help
A lot of the same Fergus frustrations show up again and again, and more often than not, they come back to setup, workflow or training rather than the system itself.
As Fergus software experts, we have helped hundreds of tradies get Fergus working better for their business.
Fergus setup & integration
We’ll review your business needs and reccomend whether Fergus will be the right fit.
Fergus Optimisation
We assess your setup and optimise workflows so Fergus works better and saves time.
Fergus
training
Tailored training so your team can use Fergus confidently and get more out of it.
ongoing Fergus
support
Switching to Fergus is a lot easier with ongoing TradiePad support.
Comparing your options
DIY vs Standard vs TradiePad
- DIY Setup
- Fergus Standard Setup
- TradiePad Setup
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DIY Setup
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Fergus Standard Setup
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TradiePad Setup
|
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Setup Time |
Often done in bits and pieces while you are still trying to keep jobs moving. | Faster to get going, but with a basic and generic set up. | Structured around your business, with less guesswork and a smoother start for the team. |
Templates |
Quotes and invoices often stay fairly basic or get changed ad hoc as you go. | Core templates are set up, with branding and standard customisation available. | Templates are tailored to your branding, job types and the way your team actually works. |
Workflows |
Usually self-taught, which often means only using the basic features. | A working setup gets put in place, but it may not be tailored to your workflow. | Workflows are mapped to your process so the system fits how you work day to day. |
Training |
Usually self-taught, which can lead to patchy adoption and confusion across the team. | Onboarding and help resources are included, but training can still feel broad. | Training is customised to your setup, so everyone knows what to do and how to use Fergus properly. |
Integrations |
Integrations are more likely to be underused, only partly set up or not matched to your process. | Integrations are available and can be connected, usually at a standard level. | Integrations are configured properly, helping reduce double handling, errors and missed steps. |
Support |
You are left piecing things together yourself when issues pop up or the team gets stuck. | Fergus support is available, but not quick to respond. | You get hands-on support to keep refining the system as your business expands. |
Outcome |
Fergus can end up feeling clunky, inconsistent or underused, even if the platform itself is solid. | You get a usable system in place, but it may still feel a bit generic or not fully optimised. | Fergus is set up to suit your business, save time and reduce friction day to day. |
What our customers say
Fergus client review
David Sander
Rawlinson Plumbing and Gas Ltd
What our customers say
Fergus client review
Mike Gibson
Northbrook Group LTD
What our customers say
Fergus client review
Blair Findlay
RLS Electrical
Wherever you’re at with Fergus, we can help.
Whether you need Fergus set up properly, your team retrained or the whole system tieded up, we’ll get it working harder behind the scenes so your team can get on with the job.
Let's chat about your business
book a call
To avoid playing phone tag book a date and time that suits you to have a quick chat about how we can help your business.
I sent an enquiry, now what?
01
The first step is a no obligation 15-minute intro call to see how we can help.
02
If you’re ready to move forward we’ll then conduct a 1-on-1 “Scoping Session” to determine the right solutions for you.
03
Once we’ve determined your specific needs we will send you a TradiePad proposal or recommendation tailored to your business.
Fergus FAQs
answering your common Fergus questions
In most cases, it is because the setup has not been configured around how your business quotes, schedules, tracks jobs and invoices. When workflows, templates, permissions and team processes are not set up properly, everyday tasks start to feel more manual and messy than they need to be. Fergus is designed to be configurable, so a lot of that friction can be cleaned up with the right setup changes and some practical training.
Yes. Fergus gives you room to configure key parts of the system, including users and permissions, invoice settings, templates, checklists, sign-offs, payment setup and integrations. The real value comes from setting those pieces up in a way that matches your business, rather than just relying on the default setup and hoping it fits.
Fergus lets you set different user types and permissions, which helps make sure each person sees and does what is relevant to their role. From there, the setup needs to be backed by clear workflows and role-based training so the office, field team and managers all follow the same process instead of making it up as they go.
The biggest things are usually the boring but important bits such as business details and invoice settings, templates, user permissions, pay rates, checklists, payment setup and integrations. When those get rushed, Fergus can still be live, but it often does not feel joined up, which is when quoting, scheduling, invoicing and team use start to go a bit sideways.
Everyone who needs to log time or be scheduled on jobs needs a login, and Fergus lets you assign user types and set permissions at an individual level. In practice, that means access should be based on role, so staff only see and do what they need to. Getting that right helps avoid confusion, protects sensitive information and makes the system easier for the team to use day to day.
Most of the time, you do not need to start from scratch. A lot of Fergus issues can be fixed by reviewing the setup, cleaning up permissions, tightening workflows, improving templates and filling the training gaps. A fresh rollout only makes sense when the current setup is so messy that patching it will create more work than rebuilding it properly.
That usually happens when Fergus has been rolled out without enough practical training around each person’s role. If the team only understands the basics, they will stick to the bare minimum and work around the rest. We show your team how to use Fergus properly by showing people how to use features in the context of their actual day to day work.
Often the best approach is to train new staff around the part of Fergus they actually need for their role, rather than trying to teach them everything at once. Office staff, field staff and managers all use the system differently, so onboarding works better when it is simple, role-based and tied to your actual workflow.
Usually because they are not confident in the system, do not fully understand the process, or have found their own workaround because the setup does not make sense to them. In most cases, a cleaner workflow and better training make a big difference.
That starts with having one agreed process for how jobs move through the system, then training each part of the team around that process. If everyone has been shown something slightly different, or is guessing as they go, consistency falls apart pretty quickly. We help tighten that up so office staff, field staff and managers are all on the same page.
Start with the parts they use every day. For most businesses, that means job flow, scheduling, timesheets, notes, photos, quoting, invoicing and any key updates they are responsible for. The goal is not to train every feature at once, but to make sure each person knows how to use the parts that matter most in their role.
Usually, it is a bit of both. If the workflow in Fergus does not reflect how your business actually runs, the team may struggle no matter how much training they get. On the other hand, if the setup is fine but people are still skipping steps, entering things differently or avoiding the system, that points more to training and adoption. We can help work out which is which and what needs fixing first.
Usually, it is because the setup behind it does not properly reflect how your jobs, team and priorities actually work, not Fergus itself. If job stages, responsibilities and scheduling processes are unclear, the calendar can still feel messy even when everything is technically in one place.
That often comes back to process. If there is no clear way of assigning jobs, updating availability or managing changes, it is easy for bookings to overlap or get dropped into the diary in the wrong sequence. A cleaner scheduling workflow in Fergus usually fixes a lot of that.
In most cases, that is a sign the handover between office and field is not working the way it should. The information might not be getting entered properly, updated consistently, or staff may not be confident about where to find it in Fergus. A better setup and some practical training usually make a big difference here.
Yes, but only if the workflow around it is set up properly. Fergus can support both reactive and planned jobs, but if there is no clear process for prioritising, assigning and updating those different job types, the schedule can start to feel all over the place.
Because if the original workflow is too loose, every change creates a ripple effect. When Fergus is set up well, rescheduling should be much easier to manage, but if jobs, staff responsibilities and status updates are not being handled consistently, even small changes can turn into admin chaos.
As the workload grows, the schedule needs more structure behind it. That usually means tightening up job stages, improving team responsibilities, making sure updates are happening properly, and training staff to follow the same process. A lot of businesses find Fergus works much better once the scheduling side is cleaned up around how they actually operate.
Most of the time, it is not because the integration itself cannot work. It usually comes down to setup issues like account codes, permissions, connection steps, or records not being linked properly between the two systems. Fergus does support syncing with Xero and QuickBooks, but if the setup is off,that is where we can help clean it up and make sure it is connected properly.
Yes, Fergus can integrate with your accounting software when you set it up. Fergus supports Xero, MYOB and QuickBooks, and the setup includes connecting the account, importing records, and making sure the sync settings are configured properly. It is not usually something you want to rush, because getting that foundation right makes a big difference later.
That usually points to a setup issue in the integration rather than a problem with Fergus itself. Invoices approved in Fergus are designed to sync through automatically, but if account mappings, customer links or integration settings are not right, they may not land the way you expect. We often find this is fixable without starting over, it just needs some expert eyes on it.
That comes down to having the supplier side of Fergus set up properly and making sure the team follows a consistent process when assigning costs. Fergus can sync supplier invoices and credits to your accounting software, and supplier details can be imported into Fergus, but they still need to be allocated to the correct job or site visit. If that process is loose, job costing gets messy fast.
To a point, yes. Fergus can import customer records from your accounting software, sync approved customer invoices through automatically, and create supplier records in the accounting system if needed. Supplier details do not fully auto-sync both ways though, so there is still some setup and process involved to make sure everything flows cleanly.
Usually, that comes back to setup, job processes or the way information is being entered, not just the report itself. Fergus has a range of reports across business performance, timesheets, invoices, WIP and job costs, but if your team is not using the system consistently or the workflow is a bit loose, the numbers can feel off pretty quickly.
That is often a sign that costs are not being captured cleanly enough as the job moves along. Fergus has a Cost Report on each job card that pulls together labour, materials, markups and other costs, but if timesheets, supplier costs or updates are not being entered properly, profitability gets harder to trust.
The key is making sure the setup and team process are working together. Fergus can track job costs through the Cost Report, including cost type, quantity, unit cost, total cost, markup and status, but to get useful numbers out the other end, your team needs to be entering time, materials and job updates consistently from the start.
In most cases, it is because the WIP report is only as good as the job activity feeding into it. Fergus’s WIP report shows jobs that had items added during the selected time period and can be filtered by job type, status, groups and visible columns, so if the wrong filters are being used or job activity is not being recorded properly, the report can look out of step with what you are seeing day to day.
Yes, to a point. Fergus offers a range of different reports, and the WIP report in particular is designed to be highly customisable with filters, columns, date ranges and job group options. The real question is usually not whether Fergus has reports, but whether the setup and workflow behind them are clean enough to make those reports useful.
Usually, that comes down to process, training or how the mobile side of Fergus has been introduced to the team. If staff are not clear on what needs to be updated, when to do it, or where to find it, those details are often the first things to get skipped when the day gets busy.
In most cases, it is not because the app only works for certain people. It is usually a mix of confidence, training and how comfortable each person is with using software on the go. Some staff pick it up quickly, while others need a simpler process and more practical support to use it properly day to day.
The biggest thing is making it easy and relevant to their role. Field staff do not need to know every feature in Fergus. They just need to know how to access job info, update progress, log notes, add photos and complete the parts that matter to them. When training is practical and tied to real jobs, adoption is usually much better.
Start by simplifying what they actually need to do in the system. If the workflow is too broad or unclear, people will avoid it. We usually help by narrowing it down, cleaning up the process and training them on the key actions they need on site, so it feels more straightforward and less overwhelming.
That is often a sign that the team has not been shown how much it can actually take off their plate, or the setup has not made mobile use easy enough. If staff are still ringing the office, writing things down elsewhere or waiting until later to update jobs, it usually means there is a gap in the setup, the workflow or the training.
Usually, that points to a setup issue rather than Fergus simply not working. It can come down to the accounting integration, invoice approval flow, payment setup, or even a feature needing to be enabled first. For example, Fergus Pay has to be enabled on desktop before on-site Scan to Pay works in the app. We usually start by checking the setup, sync settings and where the process is breaking, then clean it up from there.
Most of the time, this comes back to login setup, account access or the 2FA configuration rather than anything major being wrong with Fergus. Fergus has also released fixes around logout and 2FA country code defaults in the app, so sometimes it is a mix of setup and app behaviour. We would usually check the user account, access permissions and 2FA settings first before assuming it is a bigger issue.
That is often because the supplier integration has not been configured properly, the supplier format is not supported the way you expect, or the import method is not the right one for that supplier. Fergus supports a mix of email ingestion, PDF imports, CSV imports and manual drag and drop depending on the supplier, so if that part is not set up right, imports can feel patchy. This is usually something that can be fixed by reviewing the integration setup and import process.
Usually, yes. In most cases, a messy Fergus setup can be improved by cleaning up workflows, integrations, permissions, templates and team processes rather than rebuilding everything from zero. That is often the better option, because you keep the good parts of the system while fixing the bits that are creating friction.
That usually comes back to differences in permissions, user types, app version, training, or how each person has been shown to use the system. Fergus has released fixes over time for issues affecting certain users or plans, and some actions are also permission-based, so the same screen or feature will not always behave the same way for everyone unless the setup is consistent. We normally review both access settings and team processes to work out what is causing the mismatch.