Job cost check
Dan Fletcher, operations manager at Northwind, asked how job 1187 was tracking. Memtro read its costs incurred, chargeable and billed amounts, and billable hours against the quoted hours.
Fergus + Memtro
Which Fergus quotes are still waiting on the customer?
Fergus connects Memtro to job management for your trades business. It reads jobs with status, customer, site and active quote, and one job's costs, charges, billed amounts and hours. It also reads quotes across all jobs, customer invoices with status and amounts, customers, sites, staff and tasks. When asked and granted, it can add notes, manage tasks, add customers and enquiries, create, finalise, hold, resume or archive jobs, schedule calendar events, and publish, accept, decline or void quotes. The token expires after 365 days and acts as you, so everything is recorded against your name.
In Memtro
What you can do with Fergus in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Fergus tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists jobs by status, type, customer, site or order number, and reads one job's costs, charges, billed amounts and hours.
- 02Lists quotes across all jobs by status, and customer invoices with status, amount paid and due date.
- 03Lists customers, sites, staff and tasks. Contact details and street addresses are never returned.
- 04When asked and granted, adds notes the team sees, creates, completes or deletes tasks, whose staff may be notified, and adds customers and enquiries.
- 05When asked and granted, creates, finalises, holds, resumes or archives jobs, and schedules calendar events that assigned staff see.
- 06When asked and granted, publishes, accepts, declines or voids quotes. A published or accepted quote may reach the customer.
Acts when asked
When you ask it to
These tools change something in Fergus. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a note to a job, customer, quote, invoice, site, task or enquiry
- 02Create a task, optionally on a job and assigned to staff (they may be notified)
- 03Mark a task complete, or reopen it
- 04Delete a task
- 05Add a customer with a main contact
- 06Log a new enquiry (lead)
- 07Create a job (draft, active or a variation of another job)
- 08Change a draft job's title, description, customer, site or order number
- 09Finalise a draft job so it gets a job number
- 10Put a job on hold until a date
- 11Resume a job that is on hold
- 12Archive a job (removes its schedule entries)
- 13Schedule a calendar event for staff, optionally for a job
- 14Publish a quote (may reach the customer)
- 15Accept a quote on the customer's behalf (can notify the customer)
- 16Decline a quote
- 17Void a quote
In practice
Ask it like you would a colleague
Once Fergus is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Fergus + MemtroWhich quotes are published and still waiting on the customer?
How many billable hours have gone on job 1187?
Which customer invoices are unpaid and past their due date?
Which tasks are overdue, and who are they assigned to?
Put job 1187 on hold until Monday because the parts are delayed.
Quote accepted by phone
Priya Sharma, office manager at Acme Ltd, said a customer had accepted a quote by phone. As granted, Memtro accepted it on the customer's behalf, which committed the job to the quoted work and sent the customer Fergus's confirmation.
Teams
Where it fits
The teams that lean on Fergus most, a question each of them asks, and what they connect beside it.
- ProductHear what customers actually ask forProduct manager, Researcher, Designer, Head of product“Which customers asked for SSO this quarter, and what is their combined ARR?”Used alongside Help Scout, HubSpot, Linear, Jira, Slack and 6 more.
- EngineeringKeep decisions from evaporatingEngineer, Tech lead, On call, New joiner“Who owns the billing migration, and what did we decide about retries?”Used alongside GitHub, Linear, Jira, Confluence, Slack and 5 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Fergus is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Engineering and operationsFergus with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsFergus with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsFergus with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
- Documents and wikisFergus with NotionSearch pages and query databases, and write to them when you ask.
- Documents and wikisFergus with Google DriveSearch Drive and read Docs, Sheets and Slides as text, and write a Doc when you ask.
- Documents and wikisFergus with ConfluenceSearch and read wiki pages, and write them when you ask.
- Email, calendar and chatFergus with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatFergus with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatFergus with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Work management
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Clio Manage- Linear
- Jira
- Asana
- monday.com
- Airtable
- Basecamp
- Trello
- ClickUp
- Harvest
- Productboard
- Shortcut
- Todoist
YouTrack- Baserow
Canny- Clockify
- Everhour
Float
Productive
Smartsheet- Teamwork.com
- Toggl Track
Wrike
Financial Cents
Karbon
Scoro
Kanboard
Kimai
Leantime- OpenProject
- Plane
- Redmine
- Vikunja
Acuity Scheduling
Luma
Tito
Fellow
Samsara
ServiceM8
Cliniko
Fleetio
SavvyCal
Chili Piper
Humanitix
Circleback
Aha!
Tempo- RotaCloud
Smoobu
Semble- airfocus
Airmeet
Beds24
Bookeo
Commusoft- Favro
Fixflo- Hostaway
- Hostfully
Housecall Pro- Motion
Nookal
Paymo
ProductPlan
SimplyBook.me- Synchroteam
TimeCamp
Workiz- Zuper
Guesty
Buildium
Skilljar
Runn
Clockodo
Setup
How to connect
Connect withPersonal access token
- 1
In Fergus, open Settings, Integrations, Fergus API and click Generate PAT. Only Admin and Full Users can make one, and it is shown once.
- 2
In Memtro, open Connections → Fergus and paste the Personal access token.
- 3
An administrator grants the actions by name, such as accepting quotes, to the teams that may use them.
- 4
Ask which quotes are still waiting on the customer.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Fergus tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Fergus?+
Only when you ask, and only what it has been granted: add a note to a job, customer, quote, invoice, site, task or enquiry; create a task, optionally on a job and assigned to staff (they may be notified); mark a task complete, or reopen it; delete a task; add a customer with a main contact; log a new enquiry (lead); create a job (draft, active or a variation of another job); change a draft job's title, description, customer, site or order number; finalise a draft job so it gets a job number; put a job on hold until a date; resume a job that is on hold; archive a job (removes its schedule entries); schedule a calendar event for staff, optionally for a job; publish a quote (may reach the customer); accept a quote on the customer's behalf (can notify the customer); decline a quote; void a quote. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Fergus connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Fergus data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Fergus?+
Personal access token. In Fergus, open Settings, Integrations, Fergus API and click Generate PAT. Only Admin and Full Users can make one, and it is shown once.
Connect Fergus in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.