It’s time to get your company ready for a successful start to 2025 as the new year draws near. There is a lot of planning to do, from addressing late payments and budgeting to announcing office hours and emergency coverage.
The all-in-one work management tool Fergus is here to assist, offering five essential suggestions to help you organize your company for 2025:
1. Get paid on schedule
If you’re anxious about cash flow over the holidays, you can’t really unwind. You can maintain control with Fergus and other job management software (JMS). You can quickly identify which clients have paid and which ones still owe with its simple and quick tools, which allow you to produce and send invoices in a matter of seconds. If an invoice isn’t paid in 30 days, the system automatically sends a reminder to the customer so there’s no need for embarrassing talks. Additionally, Fergus has integrated Tap to Pay into the Fergus Go app, enabling contactless payments via credit card, Apple Pay, Samsung Pay, or Google Pay. This allows clients to pay at the job site with a single tap.
2. Keep customers informed
Communicate your office hours, holiday closures, and emergency contacts in a clear and concise manner to prevent confusion. Fergus enables you to notify clients of your intentions via automated SMS texts, making sure they are aware of who to contact and when you will be returning. Knowing that everything is under control makes it easier to enjoy your well-earned vacation.
3. Simplify scheduling and administration
Consolidating all of your estimates, correspondence, task scheduling, and billing into a single system will simplify your life. By centralizing these duties, Fergus reduces the amount of time-consuming administrative work and the possibility of mistakes. With everything in one location, you can maintain organization and concentrate on the Christmas vacation, preparing to resume your routine with ease in January.
4. Complete the order book for 2025
Managing requests from new customers is made simple with Fergus’s new inquiry management feature. With easy-to-follow instructions, you can incorporate a unique inquiry form straight into your website using Squarespace and Wix. You can keep an eye on the status of your inquiries at a glance thanks to a dedicated dashboard that tracks them automatically. Fergus makes sure that no possible lead is overlooked by allowing you to manually input inquiries, whether they are submitted online or over the phone or in person. You may handle inquiries from any location thanks to the feature’s seamless integration with the Fergus Go app.
5. Think about changing your JMS
Think about switching to 2025 job management software if your current one isn’t working for you. Many business owners steer clear of switching providers out of concern that the process would be difficult or overly disruptive. Fergus ensures a seamless relocation procedure. To make the changeover quick and simple, we take care of all the data transfer and onboarding. Our committed support staff is here to help you navigate the procedure and make sure there is as little disturbance to your company’s operations as possible.
It doesn’t have to be too much work to be ready for the new year. Fergus’s user-friendly platform and robust features will help you start 2025 off smoothly.
