integrations
AI agents for Fergus
Polytask agents turn emailed job requests into jobs in Fergus, find missing timesheets and draft invoices, so the admin is done before you’re home.
sound familiar?
The paperwork starts when you get off the tools.
Job requests arrive while you’re on site. Timesheets go missing, and finished jobs wait to be invoiced.
New jobs from email
Reads the request and sets up the job in Fergus with the customer, the site and the problem.
Booking and reminders
Books calendar events, and texts customers to agree a time and remind them the day before.
Timesheets
Finds missing timesheets and reminds the crew before payroll. It can also record time for you.
Invoices
Drafts the invoice when a job is ready to bill, so all that’s left is to approve it in Fergus.
an example
A service request at an air-conditioning company
- 1A customer emails about a unit that’s stopped cooling.
- 2The agent finds the customer and site in Fergus and sets up the job.
- 3It texts the customer to agree a time and books it in the calendar.
- 4The day before, it sends a reminder. If they ask to move it, it handles that too.
your control
You stay in charge
Only what you allow
You decide which accounts each agent can reach, and you can limit a connection to reading only.
Approvals where you want them
Choose the actions that need someone’s OK first, and the right person on your team gets the request.
Rehearse it first
A rehearsal reads your real data and only simulates changes, so you see what it would have done.
to be clear
What stays with you
- Approving and sending invoices stays in Fergus.
- An email, text or schedule starts the job. Changes inside Fergus don’t start an agent, but a scheduled agent can check for them.
- Recording time, drafting invoices and ticking off labour also need a Fergus login. They use Fergus’s web app, so a change on Fergus’s side can interrupt them.
questions
Common questions
- Can Polytask create jobs in Fergus from an email?
- Yes. An email can start the agent, and it sets up the job with the customer, the site and the problem. You can require someone’s OK first.
- Can it send invoices from Fergus?
- It drafts them. Approving and sending stays in Fergus.
- Can it work in Fergus and Xero together?
- Yes. An agent can use both, for example setting up jobs in Fergus and drafting supplier bills in Xero.
Bring the job admin you do after hours.
Tell us the job that keeps landing back on your desk, and we’ll show you what an agent would do with it.
Nothing important goes out without your OK — from the first minute.