Enquiries land in Fergus as jobs with the details filled in. Quiet quotes get followed up. Overdue invoices get chased until they’re paid. You get one report on Monday morning. Built by Miro in Wellington, in your own accounts, for a fixed price.
Fixed prices + GST. Built in your own accounts.
Owner-managed New Zealand trades firms that run their jobs in Fergus and their books in Xero. Fergus is built in New Zealand for trades, and it already covers a lot. The work that’s left is the admin between Fergus, your inbox and Xero.
Fergus and Xero already share invoices. Most of the retyping and remembering happens before a job exists and after the invoice goes out.
Enquiries come in by web form, email, text and Facebook. Someone reads each one and retypes it into Fergus as a job or lead. When the office is busy, replies wait.
A quote goes quiet. A job finishes. An invoice passes 14 days. Each one should trigger the next step. Today it waits until someone remembers to click.
Job profit, quote win rate and who owes what live partly in Fergus and partly in Xero. Putting them side by side is a spreadsheet job most owners don’t get to.
Each one has a number you can count without any analytics. You approve anything a customer sees.
Enquiries from your web form, email, text and Facebook become Fergus jobs with the customer, site address and description filled in. AI reads the free-text message and drafts a quote from your own price list. It waits for you to check and send.
What you count: time to first reply, and quotes sent per week.
About Enquiry to Quote →Quotes that haven’t been accepted get a follow-up on a schedule you set. Finished jobs reach Xero as invoices without retyping. Overdue invoices get reminders that get firmer as they age, for example at 7, 14 and 30 days, then land on your list for a phone call. Everything stops the moment the quote is accepted or the invoice is paid.
What you count: days to payment, and dollars overdue.
About Get Paid →One weekly view built from Fergus and Xero: profit by job, quote win rate, who owes what and for how long, and how busy each tech is. It arrives Monday morning, in your inbox or a shared sheet.
What you count: the report nobody has to put together by hand.
About the Owner Dashboard →Not sure which flow comes first? Most firms start with Get Paid or Enquiry to Quote. The optional Flow Map ranks them for you.
If a setting you already pay for solves the problem, we’ll tell you on the call and you won’t need us. We build only the parts that sit between the apps.
Vendors add features often, and plans differ. Check what yours includes before paying anyone, us included.
Fergus has an open API and a Zapier integration. Depending on the flow, we use one or both. If you already have Zaps running, we work with them rather than around them.
The flows run on your own Make, n8n or Zapier account, set up in your name. Xero connects through its standard app connection, the same way your other Xero add-ons do.
We check what your Fergus plan allows on the intro call, before you pay anything.
More on where your data goes.
Nothing is billed by the hour. You pay your own tool and AI bills directly, at cost, with no markup.
$800 + GST
Your top three opportunities across your tools, ranked, plus a “don’t automate this” list. Credited in full against a sprint booked within 60 days.
$3,000 + GST fixed
One named flow, built in two weeks in your own accounts. Includes monitoring and alerts, a runbook and 30 days of tuning. Live within 14 days of kickoff, or half the fee comes back.
$300/month per flow + GST
Monitoring, fixes when a vendor changes something, and a monthly report in your own numbers. Month to month, 30 days’ notice.
$2,200 + GST
The full sprint, in exchange for a before-and-after measurement, a named case study and one introduction.
The Owner Dashboard and custom tools are $3,500 to $6,000 + GST, fixed and quoted in writing first. The 14-day clock starts when we have access to your accounts. Full pricing and terms →
Fergus runs the job well. The gaps are the enquiries that arrive outside it, the quotes nobody follows up, the overdue invoices that need a firmer nudge, and a weekly view across Fergus and Xero. If a Fergus setting already solves it, we’ll say so.
Yes. We look at what’s running first and build on it where it makes sense. Everything stays in your Zapier account, or in Make or n8n if that suits the flow better.
No. Draft quotes wait for you to approve them. You sign off the wording of every follow-up and reminder before it goes live, and everything stops the moment a quote is accepted or an invoice is paid.
A Flow Sprint is $3,000 + GST, fixed, for one flow. Flow Care is $300 a month + GST per live flow and is optional. The optional Flow Map is $800 + GST, credited in full against a sprint booked within 60 days. The first three customers get the sprint for $2,200 + GST.
Half the sprint fee comes back. The 14 days start when we have access to your accounts. It’s a deadline guarantee, not a promise about results, because how your team uses the flow is up to you.
Send me your web form link and I’ll record a 90-second video of the flow running on it, with your business name and a real-looking enquiry landing in Fergus.
Both are free. Miro, Wellington.