Fergus Job Management Setup & Training

Set It Up Right. Use It with Confidence. Grow Your Business.

If you’re new to Fergus Job Management Software, getting the right setup and training is critical to making it work for your trades business.

At Toolbox Admin we’re here to make sure trade businesses like yours get the most out of Fergus from day one. Whether you’re just starting or switching systems our Setup & Training Service helps you lay the groundwork for a smooth, effective rollout.

Why Setup and Training Matters

A poorly implemented system leads to:

• Confusion and wasted time
• Inconsistent job tracking
• Missed revenue opportunities
• Frustrated staff

With our guidance Fergus becomes a powerful tool to support every part of your operation, from quoting and scheduling to invoicing and reporting.

What We Offer

Setup Service
We’ll configure Fergus to suit your business needs from the ground up. That includes:

• Custom quote/estimate, job and invoicing templates
• Email and SMS templates
• Supplier integrations for PO’s, Invoices, stock inventories
• Integrations with Xero or QuickBooks
• User setup and permissions
• Dashboard and reporting customisation

Training for You and Your Team
We don’t just leave you with the tools, we teach you how to use them. Our hands-on training is broken into key areas:

• Functional Training: Learn how to use Fergus day-to-day to do quoting/estimates, scheduling, timesheets, invoicing, and reports.
• Operational Training: Understand how Fergus supports wider business processes and decision-making.
• Expert Help and Support: Step by step help when you need it, with practical guidance to keep things moving smoothly.

Built for the Trades

Toolbox Admin specialises in supporting tradespeople including plumbers, heating engineers, electricians, builders, HVAC engineers, and more. We speak your language and understand how to make Fergus work for you.

Our goal? To help you spend less time on admin and more time getting the higher value jobs done.

What You’ll Walk Away With

• A configured, ready-to-use Fergus Job Management system
• Confidence that you’re able to use it confidently and consistently
• A stronger more organised foundation to manage and scale your business
• Ongoing support if you need extra help down the line

Ready to Get Started?

Avoid costly mistakes and long learning curves.  Let Toolbox Admin help you set up Fergus the right way and give you and your business the tools it needs to run efficiently and grow with confidence.  If you don’t already have Fergus why not take a look using this link https://partner.fergus.com/sqappj6vxq24

 Book your Setup & Training Session today
Let’s make Fergus work for you!