At face value, getting your Terms of Trade accepted prior to starting a job is a basic compliance requirement. In reality, it’s an annoying little task that can be difficult to manage and can be forgotten about amongst all the other ‘more important’ admin tasks.
But with Fergus the process couldn’t be simpler and meeting your compliance obligation is a breeze. First, you’ll need to either upload your own Terms or modify the template document in Fergus. Once this is done, you can then choose to automatically email the Terms whenever you send a quote out, or manually send it from Fergus yourself if that’s what you prefer. Then, once a client accepts the Terms, Fergus records this information onto the Job Card and notifies you too - so you can get things moving as soon as the quote has been accepted as well.