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Fergus Training

Fergus Training

Fergus is a smart service job management software platform for trades and services. In this article, we’ll go through what you need when getting started with Fergus. Let’s go through the basics.

Fergus Demo

You’ve dived in and signed up to Fergus, what next? The video below will give you a good demo of Fergus so you can see what it does. Want a demo from a Fergus trainer? Join the waitlist below.

Fergus Set Up

Whether you’re a solo Fergus user or the Fergus Admin for your whole company, you’ll need to know how to get Fergus set up properly.
Key steps for starting with Fergus are:

  1. Signing up to a free or paid plan
  2. Following the basics to getting started with Fergus
  3. Set up your general company, invoice, quote and email settings in Fergus
  4. Connect Fergus to your accounting software
  5. Set up your customer settings and import customers
  6. Set up your team
  7. Upgrade to a paid Fergus plan

Fergus Tutorials

Let’s create a quote in Fergus.

Then we’ll work on creating a new job.

We’ll then look at scheduling and assigning jobs in Fergus.

You’ve booked in the job in Fergus and will want to view the work calendar.

And check the location of staff using GPS in Fergus.

Next, you can check the status of all your jobs in Fergus.

And view all your customer details.

Lastly, you’ll connect up your Xero account to Fergus so you can invoice your customers.


Fergus Courses

There currently aren’t any Fergus courses available but we do have one in our development queue. Use the form below to join the waitlist.

Fergus Templates

Fergus offer the following templates:


Fergus Trainers, Developers and Consultants

If you’d like a paid online Fergus demo with a trainer or would like an expert to help with Fergus implementation, join our waitlist below.

If you’ve got a tight budget and needed training yesterday, definitely jump on the Fergus YouTube channel or visit their support knowledge base to get quick, basic training. If you’re looking for more comprehensive training, the main benefits you’ll get from one-on-one training are:

  • Structured training that is in-context with your skill level
  • Question time! You’ve done the training and are wondering how it would best apply to your team? Getting to ask specific questions and get instant answers is gold
  • Team engagement as you’re all learning at the same time and you know what everyone knows about the software
  • Better user adoption. You’ll have resistance to the training because people hate change but having an engaged trainer to answer objections leads to better user adoption
  • Customised training. You’re running a unique business in a specific industry. Get training with your terminology to faster track the learning journey
  • Suits your workflow. You run your business in a specific way and the software you use needs to work in a specific way. Get workflow automation training as a bonus!

Training sessions are structured to best suit your skill level, industry, class size and learning outcome requirements.
You’ll get a booking link so you can attend the video session and the session will follow a format similar to:

  • Quick introductions
  • Putting your Fergus use in the context of your organisation
  • Fergus learning content i.e. basics, advanced features, specific workflows
  • Fergus questions from your team
  • Clarification of any follow-up research for your trainer
  • End of session (with option to be sent additional Fergus information, notes and video afterwards)

You’ve booked the session but we know that you might want extras. Request these extras with your training booking:

  • Customised videos for your knowledge base. Super useful for new hires and for people to refresh their knowledge
  • New hire quick start videos. Get onboarding training that is specific to the needs of your business
  • Extra sessions. Everyone busy? Split out the training into short, punchy mini-sessions to better suit training and information retention to your fast-paced workplace
  • Edited recording. Trainers are happy to record sessions but you might want an edited video for your team’s use. Request this when you make your booking


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