Fergus Review

Fergus
Product:
Vendor:
Founded:
Headquarters:
Fergus
Fergus
2012
Aukland, New Zealand
Ownership:
Customers:
Deployment Model:
Free Trial:
Private
Unknown
Cloud
Yes

Fergus At A Glance

Good: The software offers customization and strong reporting capabilities.
Bad: New users report a steep learning curve with the software and difficulty with navigation.
Bottom Line: Fergus is a cloud-based FSM solution that helps service businesses with up to 50 employees track and optimize jobs, field workers, quotes and invoices. 

Product Overview

Fergus is a cloud-based field service management (FSM) solution that targets trade and service businesses with up to 50 employees. The software helps companies track jobs, field workers, quotes and invoices.

Primary features include:

  • Automated SMS reminders
  • GPS tracking
  • Job tracking
  • Invoicing
  • Payments
  • Quoting
  • Reporting
  • Time tracking

Customers can access a free 30-day trial of the solution with full functionality. Afterward, the trial will default to a free, limited version of the product. Paid plans start at $20 USD per user, per month.

The vendor serves companies in over 30 industries, including builders, electricians, HVAC, plumbers, roofing and other field services.

Users can access the software through a web-based platform, as well as iOS and Android mobile apps.

Features

The software’s key features include:

Automated SMS reminders – The software can automatically send SMS reminders to customers for quotes, invoices and site visits.

GPS tracking – Track real-time worker location, see jobs on a map and get a history of past movement.

Job tracking – Companies can use a dashboard to track jobs by group, priority or revenue. Users can create and assign jobs, attach photos and supplier documents, monitor progress, generate financial reporting and invoices, and request customer approval. Jobs can also be broken down into milestones with separate invoices, progress checks and multiple workers.

Invoicing – Convert quotes into invoices and organize them by site visits. Users can also get cost previews, set percentages and automatically send invoices at certain dates.

Payments – The solution accepts credit card payments through an invoice or a mobile app.

Quoting – Companies can use built-in templates or create their own quotes with tools to upload price books or Excel files. Users can also adjust margins and markups for materials based on client or job type. Companies can convert quotes into invoices for customers or purchase orders for suppliers.

Reporting –  Generate visual reports on activity, profit and loss, material and labor costs, job progress and timesheets.

Time tracking – Users can manually enter time or clock in and out of work using the timesheet feature. Timesheets are synced with payroll and accounting.

Target Market

Fergus targets companies in over 30 field service industries around the world.

Its customers include:

  • Cable Systems
  • Chadoak Building & Maintenance Pty Ltd
  • E J Lack Electrical
  • Grace Plumbing
  • Gunther Electrical
  • HeatCool Taranaki
  • JT Property Wash
  • Malady Electrical
  • Rawlinson Plumbing and Gas Ltd
  • Watersmith Plumbing and Gas

Implementation/Integration

Because Fergus is a cloud-based platform, it’s relatively simple to set up. The vendor also offers a 30-day free trial with full functionality and support.

The software integrates with accounting software, such as Xero and MYOB.

Customer Service & Support

Fergus offers free lifetime training and support via email, in-app chat and toll-free phone numbers in New Zealand, Australia and the United Kingdom.

The vendor has a help center with demo videos, setup guides, feature tutorials and business webinars.

Pricing

Fergus has three monthly subscription plans, based on level of functionality.

Basic – The Basic plan costs $20 USD per user, per month and $7 USD per timesheet user, per month (billed monthly in NZD) for the following features:

  • Timesheets
  • Calendar
  • Quoting & estimating
  • Supplier integrations
  • Invoicing
  • Job reporting
  • Notice board
  • Notes & conversations

Free – The Free plan provides all the features of the Basic plan for an unlimited number of users, but with the following limitations:

  • 10 jobs per month
  • 3 invoices per month
  • Notes and history are only kept for 14 days
  • Supplier invoices cannot be synced

Professional – The Professional plan costs $40 per user, per month and $10 per timesheet user, per month for all Basic plan features, plus:

  • GPS tracking
  • Files and photos
  • Tasks
  • Tiered pricing
  • Purchase orders
  • Health and safety
  • Business reporting
  • Sign-off add-on ($50 up to 10 users, or $100 for 11 or more users)
  • Certificates add-on ($50 up to 10 users, or $100 for 11 or more users)

The vendor offers a 30-day free trial of the Professional plan, including add-ons. After the trial period ends, the account will default to the free plan.

Shortcomings

New users report a steep learning curve with the software and having difficulty with navigation.

Screenshots

Fergus Screenshot 1
Fergus Screenshot 2
Fergus Screenshot 3

About

Founded in 2012, Fergus offers a FSM solution targeting trade and service businesses with up to 50 employees. The solution helps companies track jobs, field workers, quotes and invoices.

The company is headquartered in Auckland, New Zealand, and has another office in Sydney, Australia.

Send feedback or corrections to feedback@betterbuys.com.

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