Streamline Your Trades Business with Fergus
Improve your cash flow and reclaim your evenings.
At Virtual Coastie, we specialise in helping trades businesses implement Fergus Job Management Software, enabling you to streamline your processes, improve cash flow, and reclaim your evenings. Our comprehensive service ensures a smooth transition, from initial setup to ongoing support.
Our Process
1. Discovery Call
2. Proposal & Terms
3. Handover Meeting
4. Training Sessions
5. Ongoing Support
1. Discovery Call
Our journey begins with a 15-min discovery call where we get to know your business. Here’s what we cover:
Business Overview: Understanding your trade (e.g., electrician, plumber, drain layer) and business size.
Team Composition: Discussing the number of admin users vs. timesheet-only users.
Main Suppliers: Identifying your main suppliers to determine if we can integrate them directly into Fergus or if manual entry is required.
Work Type: Exploring the nature of your work (maintenance, projects, quoting, invoicing types including deposit invoices, payment claims, retentions).
Pain Points: Common issues like lack of time to implement Fergus, disorganised information across various sources, and messy Xero files.
2. Proposal & Terms of Engagement
After our call, we send you a detailed proposal outlining:
Service Breakdown: What’s included in our pricing (e.g., setting up Fergus, importing clients and suppliers, linking to accounting packages, etc.).
Customised Solutions: Addressing the specific pain points discussed during the call.
Next Steps: Instructions on how to sign the proposal electronically.
We also offer a free demo of a test site or you can sign up to a 14-day free trial of Fergus to ensure it’s the right fit for your business.
3. Handover Meeting
Once you approve the proposal, we schedule a one-hour handover meeting via Zoom. During this session, we:
Access Requirements: Request Advisor access to your Xero file, login details for main suppliers, and key data like price books, team members, key customers, and active jobs.
Detailed Setup: Ensure your invoicing, quoting, and supplier integration settings are correctly configured.
4. Training Sessions
Our training sessions are designed to get your team up and running with Fergus:
Job Creation: How to create and manage jobs in Fergus.
Quoting and Invoicing: Setting up quotes, sending invoices, and importing supplier invoices.
Field Staff Training: Assisting field staff with using the Fergus app to log time and materials.
5. Ongoing Support
We offer follow-up support to ensure your continued success:
Phone Support: Always just a call away for any questions or issues.
Onsite Support: Additional onsite support packages available for hands-on assistance.
Remote Assistance: Remote support available by the hour.
Key Benefits
Efficiency: Automate and streamline your job management process.
Clarity: Gain a clear understanding of job costs and scheduling.
Integration: Seamlessly connect Fergus with your accounting software and suppliers.
Why Choose Virtual Coastie?
Expertise: Specialising in Fergus Job Management Software with a deep understanding of trades businesses.
Customised Solutions: Tailored implementation to meet your specific needs.
Comprehensive Support: From setup to ongoing assistance, we ensure a smooth transition.
Getting started with Fergus Job Management Software
Can you, as the Business owner, set up Fergus by yourself? Hell YES!!
The team at Fergus has made the software really easy to set up and start using it straight away, especially if all of the information is at your fingers tips......
"Amanda helps me to keep track of jobs"
"As a tradie I like to be on site but I was stuck in the office drowning under paperwork and admin. I was not keeping track of jobs and variations and this was losing the business money. Amanda at Virtual Coastie was recommended to me by another tradie mate. I could not be happier with the services which Amanda offers, she is approachable, knowledgeable and professional. Amanda helps me to keep track of jobs, employee hours, invoicing, payroll, accounts, insurance, supplier communication, health and safety and the list goes on. I would be lost without Amanda. I would highly recommend her to any Tradie needing to ditch the long hours of admin and get back on site."
Andy Walker
Walker Developments
"Amanda helps me to keep track of jobs"
"As a tradie I like to be on site but I was stuck in the office drowning under paperwork and admin. I was not keeping track of jobs and variations and this was losing the business money. Amanda at Virtual Coastie was recommended to me by another tradie mate. I could not be happier with the services which Amanda offers, she is approachable, knowledgeable and professional. Amanda helps me to keep track of jobs, employee hours, invoicing, payroll, accounts, insurance, supplier communication, health and safety and the list goes on. I would be lost without Amanda. I would highly recommend her to any Tradie needing to ditch the long hours of admin and get back on site."
Andy Walker
Walker Developments
"I can put my focus on quoting the work"
“A customer had been on at me to sort out my quotes and invoices and recommended Amanda at Virtual Coastie. Prior to bringing Amanda on, I would be poring over paper timesheets and supplier invoices until the wee small hours. Amanda has implemented Fergus Job Management into the business and taken over the suppliers, payroll & invoices in a few short weeks. I can now see what jobs are actually costing to complete, and I can put my focus on quoting the work and managing the site works. I would definitely recommend Amanda to any Tradies needing someone in the background sorting the paperwork out so they can put all their energy into what they’re good at.”
Gary Almond
Almond Contractors
"I’d recommend Virtual Coastie to anyone who is in a growth phase"
"I found you at a networking group, my biggest need at the time was assistance in getting Fergus working for our landscaping business, I have found the weekly zoom calls very beneficial in helping overcome challenges as we implement the functionality of Fergus. I’d recommend your team to anyone who is in a growth phase to support the extra workload and systemisation that needs to happen to get their business running more effectively."
Simon Godfrey
We Do Landscaping
