Retention Track

Learn how to get started using Fergus and Retention Track together

Getting Started with Fergus

Connect Fergus directly to Retention Track and link it to your company, so your jobs and invoices flow through automatically.

Connecting your Fergus account to Retention Track

Link a Fergus job to a contract (or create a contract from a job) and let the matching invoices flow onto it automatically.

Linking Fergus jobs and importing contracts

Configure your Fergus retention account and price book so retention is separated correctly on every invoice.

Setting up retention invoicing in Fergus

Learn how to manage your retentions from Fergus with Retention Track

Fergus Best Practices

James Coulson

Fergus

Trust Center

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