Fergus

Automate Your Fergus Reporting Without Manual Data Exports

Automatically pull completed and invoiced job data from Fergus for partner reporting, BCTI compliance, and business analysis — eliminating manual exports and status checks.

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Painpoint

Manually pulling job completion and invoice records from Fergus for partner reporting and compliance is time-consuming, error-prone, and creates delays in critical business processes.

Autohive solution

Autohive automates data retrieval from Fergus — filtering jobs by Completed or Invoiced status and pulling full records including timestamps and invoice details — enabling seamless outbound reporting without manual intervention.

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The Challenge

Field service businesses and maintenance organizations face constant pressure to report job completion and invoicing data to partners, clients, and compliance bodies. The traditional approach creates serious problems:

  • Manual export burden — Staff spend hours each week pulling data from Fergus and formatting it for reports
  • Stale data — By the time reports are compiled manually, the information is already out of date
  • BCTI compliance risk — Missing or delayed maintenance records create regulatory exposure
  • Partner reporting delays — Maintenance partners waiting on completion data face their own workflow bottlenecks
  • Human error — Manual data extraction and transcription introduces mistakes into critical records
  • Inconsistent formats — Different team members produce reports in different formats, creating confusion downstream

The Autohive Solution

The Fergus integration on Autohive makes job completion and invoicing data retrieval fully automatic — removing the manual export process entirely.

Intelligent Job Filtering

Autohive queries Fergus using status-based filters to pull exactly the jobs you need. Filter by “Completed” to get all finished work orders, or “Invoiced” to retrieve jobs ready for financial reporting — without manually searching or scrolling.

Comprehensive Job Detail Retrieval

For each filtered job, Autohive retrieves the full job record from Fergus — including completion timestamps, invoice information, customer details, and site data. Every field needed for compliance or partner reporting is captured automatically.

Seamless Outbound Delivery

Retrieved data flows directly into your reporting destinations — partner portals, compliance systems, spreadsheets, or any connected platform — without manual intervention or reformatting.

Benefits

  • Time savings — Eliminate hours of manual data extraction every reporting cycle
  • Real-time accuracy — Reports reflect current Fergus data, not information that’s days or weeks stale
  • Compliance confidence — BCTI and partner reporting deadlines are met automatically and consistently
  • Audit trail — Complete, timestamped job records provide defensible compliance documentation
  • Reduced errors — Automated extraction removes human transcription mistakes from critical reports
  • Scalability — Handle growing job volumes without increasing reporting overhead

How It Works

  1. Reporting trigger activated — A schedule, partner request, or compliance deadline initiates the data pull
  2. Jobs filtered by status — Autohive queries Fergus for all jobs matching your specified status (Completed, Invoiced, or both)
  3. Full job details retrieved — For each matching job, Autohive pulls complete records including completion timestamps and invoice data
  4. Data formatted — Records are structured in the format required by your reporting destination
  5. Report delivered — Formatted data is sent to partners, compliance systems, or internal dashboards automatically
  6. Confirmation logged — Delivery is confirmed and logged for audit trail purposes

Getting Started

  1. Sign up at app.autohive.com
  2. Connect your Fergus account from the Fergus integration page
  3. Configure your reporting schedule and status filters (Completed, Invoiced, or custom criteria)
  4. Connect your reporting destination (partner portal, compliance system, spreadsheet, or webhook)
  5. Deploy and let Autohive handle every reporting cycle automatically
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