Maybe you’ve had Fergus for a while.
Maybe you’ve only just signed up.
Either way, you know it could make running your business easier, if everyone actually knew how to use it properly.
Timesheets aren’t always entered correctly.
Jobs aren’t being updated.
Supplier invoices aren’t ending up where they should.
Some of the team know what they’re doing. Others avoid Fergus whenever possible.
And you’re starting to wonder whether you’re actually getting the value out of the software you’re paying for.
Sometimes another Zoom call isn’t what you need. You need someone to come into your business, sit down with your team and sort it out together.
“Can You Just Come Here and Show Us?”
Absolutely. Sometimes the easiest way to get Fergus working properly is to get everyone together in the same room.
On-site Fergus training gives your team the chance to work through how your business uses Fergus, rather than sitting through generic software training and trying to work out afterwards how it applies to you.
Bring your questions. Bring the things that aren't working. Bring the person who refuses to enter their timesheets properly.
We'll work through it together.
Fergus Should Make the Job Easier, Not Create More Admin
You probably didn't buy job management software because you wanted another piece of software for everyone to update. You wanted:
But Fergus is only as good as the information going into it. If everyone uses it differently, skips steps or doesn't understand why something needs to be done, the information coming out the other end isn't going to help you much.
✓ Jobs organised
✓ Information in one place.
✓ Timesheets recorded
✓ Materials and costs captured.
✓ Invoices going out faster
✓ Better visibility over what's happening.
✓ And ultimately, a business that's easier to manage.
Is This Happening in Your Business?
✓ One person knows Fergus really well, so everyone asks them.
✓ Jobs aren't being moved through the right statuses.
✓ Purchase orders aren't being used.
✓ Completed jobs are sitting there waiting to be invoiced.
✓ Nobody really knows which Fergus reports they should be looking at.
✓ The guys on site aren't entering their timesheets properly.
✓ Notes and photos aren't consistently added.
✓ Supplier invoices aren't being allocated properly.
✓ Your office team has created their own workarounds.
“We're paying for Fergus. We need to start using it properly.”
That's exactly what on-site training is designed to help with.
Training Based Around
How Your Business Actually Works
You don't need your team to know every button inside Fergus. You need them to understand the parts they're responsible for and how their actions affect everyone else.
That might mean working through:
Creating & managing jobsJob statusesSchedulingTimesheetsSite notes & photosPurchase ordersSupplier invoicesJob costingQuotesInvoicingVariationsForms & checklistsFergus MobileXero integrationReportingRoles & responsibilities
Your workflow from enquiry through to getting paid.
The session can be shaped around the areas your team actually needs help with.
Get the Office and the Team on Site Working Together
This is where things often fall over.
“Why do I need to do all this stuff in Fergus?” ~ the person on site
“Because I can't invoice the bloody job without it.” ~ the person in the office
Good Fergus training isn't just about showing someone where to click. It's helping everyone understand what happens before and after their part of the process.
Why does that timesheet matter?
Why does the purchase order need a job number?
Why do we need photos attached?
Why does the job need to be marked complete?
What happens when someone skips that step?
Once people understand the why, getting them to follow the process becomes a whole lot easier.
Maybe You Don't Need More Training.
Maybe You Need a Better Process.
Sometimes the problem isn't that your team doesn't know how to use Fergus. There isn't actually an agreed way to use it.
Everyone has learnt slightly differently. You've added things as the business has grown. Processes live in someone's head. And Fergus has slowly become a mixture of old habits, new ideas and “that's just how we've always done it.”
An on-site session gives you the opportunity to look at the bigger picture.
✓ What happens from the moment a customer says yes until the money lands in your bank account?
✓ Where are things getting stuck?
✓ Where are people double-handling information?
✓ What are you still doing manually?
✓ What isn't being captured?
✓ And what could Fergus be doing that you're currently doing yourself?
Bring the Real Problems
Don't tidy everything up before the training. We'd rather see what's actually happening.
Bring the jobs that aren't making sense.
The supplier invoice nobody can allocate.
The workflow that drives everyone nuts.
The quote template that's taking forever.
The report you can't understand.
The thing your team keeps getting wrong.
Because fixing the real problems in your business is much more valuable than working through a generic training checklist.
What Could Change After a Day of Getting This Sorted?
✓ Your team knows what they're responsible for.
✓ Everyone follows the same process.
✓ Timesheets actually get entered.
✓ Information comes back from site.
✓ The office isn't constantly chasing people.
✓ Jobs can be invoiced sooner.
✓ Job costing becomes more reliable.
✓ You have better information to make decisions from.
And Fergus starts doing what you bought it to do in the first place:
Make running your trade business easier.
Need Fergus Training at Your Workplace
If your team would benefit from getting everyone together and working through Fergus properly, let's have a chat.
Tell us where you're based, how many people need training and what isn't currently working. From there, we can work out what your team needs and whether on-site Fergus training is the right fit.
