Fergus

4.6 (155)
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Job management software for trades and service businesses

Overall rating

4.6 /5
(155)
Value for Money
4.5/5
Features
4.3/5
Ease of Use
4.5/5
Customer Support
4.6/5

99%
recommended this app
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155 Reviews for UK Users

Aisha
Aisha
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Absolutely fantastic and I am yet to use further features within the software. Very impressed!

Reviewed on 12/07/2018

Pros

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

Cons

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.

Daniel
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Fergus has been a fantastic tool to manage our growing electrical firm. It is really easy to...

Reviewed on 15/04/2018

Pros

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!

Cons

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.

Paul
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Love Using Fergus

Reviewed on 02/02/2023

Pros

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

Cons

Nil

Samantha
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Stone ages to Fergus

Reviewed on 01/11/2018

We have been using Fergus pretty much since it started. Previous to Fergus everything was hand...

We have been using Fergus pretty much since it started. Previous to Fergus everything was hand written, including time sheets, client details, scheduling and notes for jobs were written in a diary and on a huge whiteboard, monthly invoicing was done with stacks and stacks of paper and was a huge job every month. Back costing was something that didn't happen due to the time it took. The change to Fergus has meant invoices, time sheets and notes are very easily loaded onto jobs and all in the right, easy to find place for anyone who has access. Invoicing can happen with a couple of clicks and back costing or financial reports and all done for you. It has made it so easy to keep an eye on the numbers in our business at any time. Its also easy to run wherever you are, we have been over seas and managed the business without being in the office. We would never look back and have gained so much from Fergus, the customer support is fantastic. We would happily recommend this software to anyone.

Pros

CSV uploads for invoices saves so much time from having to manually enter every. single. piece of gear! Having everything on a job number to easily find. Times, materials and anything to do with a particular job is in one place. Being able to Pin notes on jobs for any updates or special information. As long as everything is put on the job number nothing is forgotten. Ability to have a different client and site contact and address. Ease of finding client details.

Cons

We find the health and safety a bit clunky to use - but haven't looked into it really well as our main health and safety is done through someone else... Would be great if PS3s and As Builts could be done using Fergus. We need these for almost every job and we have to do them and upload as files on the job. The gas certs are awesome though. Also, we pay time and a half after certain amount of hours are worked, so would be great to have the possibility for fergus to pick up this cost after certain hours are worked or any work logged for a Saturday as this is a manual cost I need to take into account when back costing.

Sam
Overall rating
  • Industry: Construction
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Still great value for smaller businesses

Reviewed on 14/08/2021

Being able to track my profit/ loss on each job using the financial summary tab.

Being able to track my profit/ loss on each job using the financial summary tab.

Pros

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.

Cons

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.

Posie
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

User friendly and good support

Reviewed on 02/07/2019

As mentioned, our previous software didn't allow us to do variations within one job, which then...

As mentioned, our previous software didn't allow us to do variations within one job, which then skewed our reporting and made invoicing a nightmare. With Fergus this is no longer an issue, freeing up more time to spend building our business.
Support was another of our big issues. The team at Fergus are friendly, helpful and available. We have been made to feel valued as a customer.
If you are looking at changing providers, at least give Fergus a call to see if they fit your business. We are glad we did!

Pros

Fergus is a User friendly software. Right from the start, from importing & transferring existing data, through to the day to day use. The initial training was great - targeting each area we needed assistance with, to ensure we get the most out of the system. The ongoing support is good with a useful help button directing us to documentation, as well as the helpdesk team and one-on-one with our CS Manager, when needed. Really friendly and approachable team.
Working within a Job is easy through the app or online . We enjoy the flexibility with quoting and invoicing - being able to present these in various formats for individual customers. The Status Board is useful as this gives an overall view of where all jobs are at. It's then easy to drill down into these for a deeper look.
Being able to do variations within a job has been invaluable to us - our previous software didn't allow this.

Cons

Fergus are pro-active in continuing to develop their software, and we appreciate that not every single thing we would like is available, but they do listen and send our requests through to their development team. One small thing is being able to charge out 'unpaid' time on a job, within timesheeting. We can work around this, but it's a bit clunky for us.
It would be good to have a quicker turnaround on the online support at times. However, after mentioning this, we have experienced a good improvement.

Gregg
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Has been a game changer for our business, i wish it was around 10 years ago!

Reviewed on 18/12/2017

Invoicing and quoting are much less of chore and can now be done much quicker than before. This...

Invoicing and quoting are much less of chore and can now be done much quicker than before. This has resulted in an improved cash flow for or business.

Pros

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.

Cons

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.

Response from Fergus Software

Love that we are changing your business! Thanks for the review Gregg.

Brandon
Brandon
Overall rating
  • Industry: Facilities Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Fergus has met my needs and exceeded my expectations!

Reviewed on 08/07/2018

The biggest benefit I get from Fergus is the abililty to have all of my information in a central...

The biggest benefit I get from Fergus is the abililty to have all of my information in a central location, plus it integrates with Xero so I no longer have to do double entry!

Pros

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.

Cons

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

Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fergus

Reviewed on 29/08/2018

Overall Fergus has been brilliant to use. I have used a couple of other systems in the past while...

Overall Fergus has been brilliant to use. I have used a couple of other systems in the past while working in other companies and Fergus seems easier to use, more straight forward. It's been perfect since we went out on our own, it was easy to learn the system, it works well with Xero. I've recommended it to a few companies.

Pros

The software is so easy to learn and use. It's accessible on my phone & Ipad so I can check information and jobs anywhere. It works perfectly with Xero.

Cons

There's no way to track van stock. And recently I could add another customer who had the same name as an existing customer.

Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Van stock on hand

Reviewed on 23/01/2020

This is awesome

This is awesome

Pros

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

Cons

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.

Response from Fergus Software

Thanks for the review! We have Stock on Hand functionality for including parts that you have in the van in job costing, see how to use it here:
https://fergus.com/tradehub/training-videos/stock-on-hand-mobile/

Michal
Overall rating
  • Industry: Building Materials
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Our positive experience with Fergus

Reviewed on 31/05/2019

Fergus have been very accommodating, their service is personal friendly and attentive. We have been...

Fergus have been very accommodating, their service is personal friendly and attentive. We have been with them from their early days and have watched them grow and develop, they take on board their client's feedback. Given the fact that we are dealing with a local company, as oppose to a large international company, as we have in the past, has meant that we can resolve issues more easily and faster. Unlike with previous companies, in Fergus, they actually do answer customer's calls, it feels more personal.

Pros

I love that I have every detail of each job file in one place, from the first call of a potential client, to the last invoiced, all the job history, ie correspondence between Us and the client or Us and a supplier or any account detail relating to the job. I really like that it is locally owned.

Cons

Our accountant struggles with certain aspects when needing to retrieve financial information and do reports. I personally wish that in order to show to and fro correspondence in any specific job, that I wouldn't have to copy and paste replies from Outlook back to Fergus. Keeping a paper trail is vital in our business.

Chris
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fergus just works incredibly well. Reliable floorless syncing with Xero, Best I have seen.

Reviewed on 09/05/2018

Time sheet Tracking for me and staff, organised and nice looking quotes, quote acceptance via...

Time sheet Tracking for me and staff, organised and nice looking quotes, quote acceptance via email, Mobile invoicing if needed, a way of back costing jobs fast and easily.

Pros

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.

Cons

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.

Deborah
Overall rating
  • Industry: Medical Devices
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I love love Fergus. It has made my job as admin/ops manager role so much easier.

Reviewed on 10/05/2017

A big reduction in time spent on invoicing, the ability to manage jobs better. Time sheets that...

A big reduction in time spent on invoicing, the ability to manage jobs better. Time sheets that show the staff's productivity, reporting options for WIP is very valuable at end of month.
Less data input, ability to load purchase invoices and then they can be uploaded to Xero, ability to add photos and notes to jobs, the list goes on - I Love Fergus!!

Pros

I can now manage my time much better with the jobs costings completed in a timely manner for invoicing and can track jobs so much easier.
The reduction in data entry for invoicing is huge for me, as is the reduction of paper I had to juggle!!!. There is less chasing up of staff as to what parts they used, makes the staff much more accountable and so great to be able to see how much of their time is chargeable/nonchargeable
Also what made this system easy for me to pick up was the excellent training provided by their customer support has been awesome.
I'd fully recommend training sessions soon after you sign up, the tutorials are good too, as is the chat button when I had a query.
I wish we had gotten onto this software ages ago.....
I do so love it, thanks, Fergus!!!

Cons

Some parts weren't that user-friendly for starters until you knew what was what from Training sessions.
eg where it looks like the box is already ticked, but it means you have to click on it, I'd rather the box was empty and then you tick it for completion.
Also some of the font colours - grey - do make things a bit tricky, don't know why it couldn't all be black and the more important bits in bold??

Sonya
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Personal Perception

Reviewed on 24/01/2017

I have used Fergus for some years now and under different employers; builders, plumbers, sparky and...

I have used Fergus for some years now and under different employers; builders, plumbers, sparky and even a company that washed buildings and had a national team of employees to manage. It's a great all-round system which really negates the need for any other system other than our accounting package Xero. It's a lot to set up (like they all are) but once the background work is uploaded it covers so much for the team on the front line as well as in the office. Now also with H & S being added in - it really does keep work efficient. I have recommended you to over 30 people already! Thanks so much.

Pros

It covers having a customer file, GPS logs, H&S, jobs, calendars, quoting and invoicing. So I like that we only have to have one system that works really well with our accounting package.

Cons

When you get used to using something and really like the way it was but then it changes. For example, the new map.

Shirley
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

How well Fergus does for a plumbing firm

Reviewed on 01/06/2019

We are happy with the product, although we look forward to some more improvements in the future...

We are happy with the product, although we look forward to some more improvements in the future that will assist our business.

Pros

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.

Cons

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.

Andrew
Overall rating
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Fergus Review

Reviewed on 21/03/2017

Fergus has been awesome for me in terms where i can see exactly how much each job costs me and how...

Fergus has been awesome for me in terms where i can see exactly how much each job costs me and how much profit i am making per job, I like the fact i can quickly look through previous jobs and customers and see how much work i have done for them, the invoicing is great where the invoice is created so easily - and how you can alter the margins etc once it has been created

Pros

Margins, ease of use, invoicing, linking to xero, plumbing world sending through the invoices nightly

Cons

little things like i can't seem to search for the job on my app if the quote has not been accepted - sometimes the customer says go ahead and the button doesn't get clicked

Amelia
Overall rating
  • Industry: Consumer Services
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A must for Tradies

Reviewed on 05/03/2017

We have tried 3 other management tool's and by far Fergus stands out as the winner.
If you want...

We have tried 3 other management tool's and by far Fergus stands out as the winner.
If you want something quick and easy to use on a phone it works great.
The best tool for us however is the quoting feature that then allows us to add variations to the job and all report under the one Job code - Love this tool :O)
The Support Team are always really helpful and respond quickly to emails.
I have found in the time we have used Fergus they are always enhancing the capabilities of the tool.

Pros

Quoting and variation to jobs reporting

Cons

Nothing that I don't like

Michael
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Streamline your admin

Reviewed on 29/11/2021

Pros

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

Cons

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

todd
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

best out there by far

Reviewed on 30/03/2018

Pros

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.

Cons

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.

Mark
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent Value, Versatility and Reporting Ability

Reviewed on 21/10/2019

Financial and operational hour tracking from weekly to monthly financial reports.

Provides the...

Financial and operational hour tracking from weekly to monthly financial reports.

Provides the capability to break down profit and loss statements in detail that gives you the ability to improve in areas

Pros

Very user friendly and ability to provide accurate progress reporting on multiple projects.

Cons

Its excellenet from my perspective with no complaints

Fraser
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

good

Reviewed on 18/07/2018

Pros

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

Cons

- 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

Brett
Overall rating
  • Industry: Retail
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

CFO

Reviewed on 21/08/2018

what I like:
Can see quotes going out and making sure our sales staff follow up has been great as...

what I like:
Can see quotes going out and making sure our sales staff follow up has been great as the visibility in the dash board keeps everyone accountable. The support staff have been great, love the calendar that enables us to allocate work.
what I would like to see improved:
Would like to see better reporting that shows sales and profit in a particular period by sales rep by job using the start date of a job only, WIP report cannot do this.
Email platform being used ends up in spam too much by clients, told by Fergus that this is because the platform used by Fergus is the same as many spammer's?

Pros

Makes everyone in toe organisation accountable

Cons

Reporting very limited, problems with emails not going out to customers, currently trying to resolve and in addition a lot of customers find the emails in spam. Would like to see a CRM.

Brent
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Easy to use Trade Management programme suitable for Building companies

Reviewed on 07/12/2017

Its great. Including the financial sectikn that shows if you made a profit on each job

Its great. Including the financial sectikn that shows if you made a profit on each job

Pros

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

Cons

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

Stuart
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Happy User

Reviewed on 10/02/2021

Easy to keep track of jobs and invoicing

Easy to keep track of jobs and invoicing

Pros

Easy to set up and teach to new employees

Cons

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

Sal
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great all round job processing system for our business

Reviewed on 30/07/2018

Pros

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

Cons

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