Harvard-Educated Fergus Experts | FT Fast 500

Trade Job Management Connected Fergus

Fergus is purpose-built job management software for trade businesses in Australia and New Zealand. Our Fergus integrations connect your jobs, quotes, and invoices with accounting systems, CRMs, and marketing tools. When a job completes in Fergus, invoices flow automatically to Xero or MYOB. Customer data syncs with your CRM for follow-up campaigns. GPS and timesheet data feeds into payroll. We help trade businesses eliminate admin overhead and focus on the work that matters.

10hrs

Admin saved weekly

Instant

Invoice sync

Real-time

Job costing

100%

GST accurate

Automate Your Fergus Integration View Integration Options

Why Integrate Fergus with Your Business Systems?

Built for Tradies

Fergus understands trade workflows - quoting, job scheduling, timesheets, materials tracking, and invoicing. Our integrations preserve this workflow while connecting to your broader business systems.

Instant Accounting Sync

Jobs complete in the field and invoices appear in Xero or MYOB immediately. No office data entry, no delays, no errors. Your books are always current.

Complete Job Visibility

Connect Fergus with reporting tools to see true job profitability. Labor hours, materials, travel time, and overhead allocate correctly for accurate costing.

Systems We Connect with Fergus

Xero

MYOB

QuickBooks

Deputy

KeyPay

Mailchimp

Google Reviews

Stripe

Plus 100+ more systems - if you use it, we can integrate it with Fergus

How Fergus Integration Works

Connect Your Systems

We securely connect Fergus with your other business applications using official APIs and best practices.

Map Your Data

Configure how data flows between systems - which fields map where, what triggers sync, and business rules.

Automate Forever

Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.

Data Flow Architecture

Here's how data flows between Fergus and your connected systems:

┌─────────────────┐     ┌──────────────────┐     ┌─────────────────┐
│   Fergus Job    │     │   Integration    │     │      Xero       │
│   Management    │────▶│     Engine       │────▶│   Accounting    │
└─────────────────┘     └──────────────────┘     └─────────────────┘
        │                        │                        │
        │                        ▼                        │
        │               ┌──────────────────┐              │
        │               │  Job Processing  │              │
        │               │  • Labour hours  │              │
        │               │  • Materials     │              │
        │               │  • GST calc      │              │
        │               └──────────────────┘              │
        │                        │                        │
        ▼                        ▼                        ▼
   ┌─────────┐            ┌─────────────┐          ┌──────────┐
   │ Job     │            │  Invoice    │          │ Invoice  │
   │Complete │            │  Generated  │          │ in Xero  │
   └─────────┘            └─────────────┘          └──────────┘

Example: Fergus Job to Xero Invoice Flow
═════════════════════════════════════════
1. Tradie marks job as complete in Fergus mobile app
2. Job includes labour hours, materials used, travel time
3. Fergus generates invoice based on job pricing (fixed/hourly)
4. Invoice marked as "Ready to send" triggers sync
5. Integration maps customer, line items, and GST codes
6. Invoice created in Xero with correct coding
7. Payment received in Xero syncs status back to Fergus
8. Job marked as paid, customer account updated

Common Field Mappings

Source Field	Target Field	Notes
Fergus.Customer.Name	Xero.Contact.Name	Customer name matching
Fergus.Customer.Email	Xero.Contact.Email	Customer email
Fergus.Customer.Address	Xero.Contact.Address	Site/billing address
Fergus.Invoice.Number	Xero.Invoice.InvoiceNumber	Invoice reference
Fergus.Invoice.Date	Xero.Invoice.Date	Invoice date
Fergus.Invoice.DueDate	Xero.Invoice.DueDate	Payment due date
Fergus.LineItem.Description	Xero.Invoice.LineItem.Description	Labour/material description
Fergus.LineItem.Quantity	Xero.Invoice.LineItem.Quantity	Hours or units
Fergus.LineItem.UnitPrice	Xero.Invoice.LineItem.UnitAmount	Rate per hour/unit
Fergus.LineItem.GST	Xero.Invoice.LineItem.TaxType	GST treatment
Fergus.Job.Reference	Xero.Invoice.Reference	Job number reference
Fergus.Payment.Amount	Xero.Payment.Amount	Payment received

Example API Response

Sample data structure when syncing from Fergus:

// Fergus - Job Completion Webhook
POST /webhook/fergus/job-complete
Content-Type: application/json

{
  "event": "job.completed",
  "job": {
    "id": "JOB-2024-001234",
    "number": "J1234",
    "status": "completed",
    "completedAt": "2024-01-15T16:30:00+11:00",
    "customer": {
      "id": "CUST-001",
      "name": "Smith Residence",
      "email": "john.smith@email.com.au",
      "phone": "0412 345 678",
      "address": {
        "street": "42 Example Street",
        "suburb": "Homebush",
        "state": "NSW",
        "postcode": "2140"
      }
    },
    "site": {
      "address": "42 Example Street, Homebush NSW 2140"
    },
    "items": [
      {
        "type": "labour",
        "description": "Plumbing repair - blocked drain",
        "quantity": 2.5,
        "unit": "hours",
        "rate": 120.00,
        "gst": true,
        "total": 300.00
      },
      {
        "type": "material",
        "description": "PVC pipe fittings",
        "quantity": 1,
        "unit": "kit",
        "cost": 45.00,
        "markup": 30,
        "gst": true,
        "total": 58.50
      },
      {
        "type": "callout",
        "description": "Call out fee",
        "amount": 80.00,
        "gst": true
      }
    ],
    "totals": {
      "subtotal": 398.64,
      "gst": 39.86,
      "total": 438.50
    }
  }
}

// Xero - Create Invoice Response
{
  "Invoices": [
    {
      "InvoiceID": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
      "InvoiceNumber": "INV-001234",
      "Reference": "J1234",
      "Contact": {
        "Name": "Smith Residence"
      },
      "Status": "AUTHORISED",
      "Total": 438.50,
      "TotalTax": 39.86
    }
  ]
}

AI & Custom Integration Examples

Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Fergus data.

Smart Job Quoting

AI analyzes historical job data to suggest accurate quotes. Considers job type, location, materials typically needed, and past profitability to recommend competitive yet profitable pricing.

Schedule Optimization

Machine learning optimizes technician scheduling based on job locations, skill requirements, traffic patterns, and job duration estimates. Reduces travel time and increases jobs per day.

Predictive Materials Ordering

AI predicts materials needed for upcoming jobs based on job types and historical usage. Automates purchase orders to ensure stock availability without overstocking.

Customer Lifetime Value Analysis

Analyzes customer job history, payment patterns, and service frequency to identify high-value customers. Triggers proactive maintenance reminders and loyalty communications.

Integration Prerequisites

Before starting your Fergus integration, ensure you have:

Fergus subscription (any plan with Xero integration)
Xero organisation with API access
Matching customer records in both systems (or willingness to create)
Chart of accounts configured in Xero for revenue and expense types
Understanding of GST treatment for labour vs materials
Staff trained on job completion workflow in Fergus

Common Issues & Solutions

Invoices not syncing to Xero

GST calculating incorrectly

Customer duplicates appearing

Payment status not updating

Job costing data not accurate

Real Results from Fergus Integration

“Fergus to Xero integration changed our business. We went from spending Friday afternoons on invoicing to having invoices in Xero the moment jobs complete. Our cash flow improved because we invoice faster, and the books are always accurate.”

HVAC Installation Company

Trades, Perth