How do I manage Fergus jobs, quotes, notes, bookings, tasks, customers, sites, enquiries and job recaps with Green Weka?
Green Weka connects to Fergus so you can manage your jobs, quotes, bookings, tasks, notes, customers, sites and enquiries by voice or chat. You can:
If Simpro is also connected, just name the system you mean in your request.
1. Connect Fergus: In your Green Weka dashboard, find the Active Connections card and tap + Add. Select Fergus and follow the steps to sign in. You can disconnect any time.
2. Ask or type your requests: Once Fergus is connected, just ask your assistant (by voice or chat) for what you need. For example:
3. Dictate site notes: Use the Dictation feature in the app. If you put a Fergus job number or address in the title, your note will go straight into that job in Fergus. If not, it lands as an enquiry. You can also export a dictation as a task (with the title as the task name and the transcript as a note) or as an enquiry.
4. Automatic notes and enquiries: When you take a call, send an email, or chat about a job, Green Weka can file notes or create enquiries in Fergus for you. If you mention a job number, a note is added to that job (even if the job was created today). If you talk about new work, an enquiry is created and linked to the right customer by phone or email.
5. Bookings and schedule: Ask "what's on today?" or "book a site visit for job 10 at 2pm". You can also reschedule or cancel visits. The assistant will always ask for confirmation before deleting a booking.
6. Quotes and updates: Create new quotes or update draft quotes by voice. You can change line prices, quantities or the quote title. Only draft quotes can be edited. Estimates can't be created by voice yet.
7. Customers and sites: Add new customers or sites, or update addresses. Green Weka checks for duplicates so you don't end up with doubles in Fergus, but you may still need to tidy up if details are unclear.
8. Tasks: Add, update, complete or delete tasks on jobs. Just say what job they're on and what the task is. Deleting tasks needs a confirmation step. Marking a task done in Green Weka also completes it in Fergus, and ticking it off in Fergus closes it in Green Weka.
9. Job briefing: Ask for a job briefing to get the original plan for a job, labour hours, materials and tasks, but never prices.
10. Enquiries: List recent enquiries or follow up on new leads. New work requests from calls, emails or dictations without a job number become enquiries in Fergus and link to the right customer if possible.
11. Exporting action items: On your Action Items card, tick the items you want, click Export and choose Fergus. Pick a job and one or more assignees (defaults to you). Any due date is passed through. The exported task appears in Fergus, and a chip links you straight to the job's tasks page. Marking it Done in either place closes it in both.
12. Job recaps: Ask "recap job 67" by voice, chat or Claude to get a summary of everything Green Weka has linked to that job. The recap covers calls, emails, dictations, in-person conversations and video meetings. For more detail, see the "Job recaps" help topic.
13. Conversation and meeting recaps: After an in-person conversation or video meeting, you can send the recap to a Fergus job as a note. The note includes links to the transcript and the job recap.