Case study: How Baltic Electric boosted operations with Fergus

Operating an electrical business involves a complex array of tasks: generating quotes and invoices, orchestrating project timelines, managing material costs, adhering to safety protocols and keeping precise financial records.

Handling these responsibilities manually is not just taxing – it can be a source of significant stress and confusion.

For Alan, owner of Baltic Electric, and Charlene, his administration manager, this complexity was an everyday reality, until they implemented Fergus.

“Before we were using the Fergus software, we were doing things manually, which was quite hard,” says Alan. “We’re a small business, so using software makes life a lot easier because we can delegate roles, give jobs out and communicate with our customers.”

The Fergus dashboard tracks the progress of numerous jobs from initial estimates to invoicing completion. With automated invoice reminders after 30 days, Baltic Electric can stay on top of late payments without chasing customers. The materials price book allows them to cost jobs accurately, quickly searching for materials and accessing up-to-date prices from trusted suppliers. Fergus also shows profit margins, allows for custom markups and makes client communication easy: scheduling meetings, setting reminders, sending confirmations and notifying of changes or delays means customers are always informed.

A particular highlight for Baltic Electric was the immediate support Fergus provided — Fergus are always at the end of the phone and a simple call was enough to address any issues or questions they had. The team also benefited from the tailored forms Fergus offers, which simplify creating digital risk assessments and client satisfaction documents, eliminating the paper trail mayhem. With all vital data centralised on a singular platform, accessing critical information has become hassle-free.

For the team at Baltic Electric, implementing Fergus has transformed day to day operations. The intuitive dashboard, supportive service and features including invoicing and client communication, have established Fergus as an essential asset, eliminating paperwork, reducing stress and freeing up much needed time.

For more free information and advice on running a successful trade business, as well as a free trial visit www.fergus.com