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Using the app

Fergus

Connect with Fergus, import job details, and attach completed PDFs

Fergus lets you bring job and site details into supported Tradie Forms fields without retyping them on site.

Read the overview on the Fergus integration page.

Requirements

  • Solo or Team subscription
  • Fergus account
  • A supported template and field

Connect Fergus

  1. In Tradie Forms, open Connections and choose Fergus.
  2. Select Connect with Fergus and complete the Fergus login when prompted.
  3. Approve access so Tradie Forms can import job details into supported fields.

Disconnect in Connections anytime to revoke access.

On a team workspace, only a team admin can connect Fergus for the crew.

Import into a form

Per-field import

  1. Open a supported form while signed in on Solo or Team.
  2. Select the link icon beside a supported field.
  3. Search or pick a Fergus job.
  4. Choose the field value to import.
  5. Check the result before download.

Connect import mode

On the Fergus integration page, enable Connect import to map form fields once, then import a whole job in one go.

  1. Open a supported form with Connect import enabled.
  2. Follow the banner to pick a sample job.
  3. Map each form field to the matching Fergus value.
  4. Save the mapping for that template.
  5. On future jobs, pick a job and import all mapped fields together.

When Connect import is off, use the link icon beside each field instead.

Reconnect Fergus

Disconnect Fergus in Connections, then Connect with Fergus again.

API token (advanced)

If you cannot connect with Fergus for your setup, you can use an API token instead.

  1. In Fergus, open Settings -> Integration Centre -> Fergus API -> Generate new token.
  2. Copy the token when it appears.
  3. In Tradie Forms, choose Use an API token, paste the token, and connect.

If the Fergus user who created the token leaves your company, disconnect and reconnect with a new token or connect with Fergus.

Attach PDFs to Fergus jobs

Turn on Upload PDFs to Fergus jobs on the Fergus integration page in Connections.

You can attach PDFs in two ways:

  • From the Your PDF is ready sheet after download, when you imported at least one Fergus field during that session
  • From Completed, using Send to Fergus

If a stored PDF is available (Solo stored copies or Team audit trail), the stored copy can be used. Otherwise Tradie Forms regenerates the PDF from saved form data.

Finished PDFs land in Files & Photos on the Fergus job.

Contact support if you need help connecting Fergus.

ServiceM8

Connect ServiceM8, import job details, and attach completed PDFs

Xero

Sign in with Xero, import customer and business details, and attach completed PDFs

On this page

RequirementsConnect FergusImport into a formPer-field importConnect import modeReconnect FergusAPI token (advanced)Attach PDFs to Fergus jobs