Fergus Reviews & Pricing

Key Features

• Activity Dashboard: Get a visual overview of key business operations with a drag-and-drop widget-based customizable dashboard. Access a live activity feed to view updates from all the work orders — requested, in-progress, upcoming and due. 
• Scheduling and Dispatch: Book jobs, tasks, events and on-site assessments using a drag-and-drop scheduler. View real-time location and availability of field staff to assign jobs and dispatch resources efficiently. 
• Routing and GPS Tracking: Manage automated mapping and optimize routing in real time with a smart geolocation tracking system. Track real-time location and movement of field staff. See work order locations on a map along with the day’s schedule. 
• Calendar: Manage all staff and work orders centrally with a color-coded calendar to track schedules and timesheets for all field staff members, teams and job statuses. Sync events directly to Google Calendar or iCal and send automated reminders and notifications to stay on time. Notify field staff of schedule changes with push notifications. 
• Time Tracking: Manage employee timesheets for each project and record labor costs for seamless payroll processing. Field staff can clock in and out of work and independent work orders and tasks directly from the mobile app. 
• Task Management: Assign tasks to field staff, track clock-in and clock-out times, progress and current status of individual tasks for cost breakdown, pending tasks and more to competently manage each work order. 
• Checklists: Improve first-time fix rates for each work order by breaking it down into smaller tasks and checklists. 
• Material and Asset Management: Register assets such as equipment, tools and machinery in a central database. Track asset transfers, installations and removals, login location, usage, warranties, maintenance, repairs, and associated costs. 
• Document Management: Create, store, track and share a variety of documents with contractors and customers like contracts, quotes, invoices, service photographs, warranty documents and more. Organize information by client or job type or timeframe for easy access. 
• Automated SMS Reminders: Send automated SMS reminders to customers for quotes, invoices, site visits and feedback. 
• Notes: Add notes and attachments to job orders to record instructions, track interactions, maintain purchases and include photos or signed agreements. 
• Communication History: Maintain a detailed log of all communication with staff members and customers such as phone calls, letters, faxes, emails, messages, meetings and schedules in a unified manner. 
• Notice Board: Share company-wide messages and notifications on a central notice board that sends automated notifications to all team members. 
• Quotes and Estimates: Create customizable quotes using templates, add required products and services and adjust margins and mark-ups based on client or job type. Share quotes with clients through email and text messages. Convert quotes into invoices for customers of purchase orders for suppliers in a few clicks. 
• Purchase Orders: Create purchase orders for suppliers, track pending change orders and analyze spending trends for better financial optimization. 
• Invoicing: Create and share customizable invoices using pre-built templates. Track sent invoices for timely payments, send automated payment reminders to clients, track collections and detailed financial reports. 
• On-Site Payments: Facilitate instant invoice payments through credit cards. Send payment requests through mail or SMS. Add tiered pricing with different markups for different clients. 
• Health and Safety Compliance: Ensure health and safety compliance through setting up standard operating procedures and checklists. Log hazards on-site in the mobile app. 
• Forms: Create and share custom job forms, to-do lists, site inspection forms, service authorization forms and feedback forms to improve service levels and customer satisfaction. 
• Reports and Analytics: Access data-rich visual reports on activity, job progress, timesheets, material and labor costs, profit and loss and more business operations. Gather actionable insights with data-backed analytics to improve the bottom line. 

Limitations

•  Steep learning curve. 
•  Difficult to navigate interface. 
•  iOS app is non-intuitive. 
•  Response time from support is slow. 
•  Stock and asset management features have limited functionalities. 

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