Unbox AI: Pipeline clarity for Fergus tradies

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Unbox AI
9:41
New Lead 1
Hot water cylinder
S. O'Brien
$2,800 Lead
Quoted 2
Bathroom reno
J. Smith
$12,400 Quoted
Kitchen plumbing
M. Chen
$4,200 Quoted
Scheduled 1
Drain blockage
T. Williams
$850 Scheduled
In Progress 2
Gas hob install
A. Davies
$1,900 In Progress
Roof leak repair
P. Johnson
$3,100 In Progress
Invoiced 1
HWC replace
R. Brown
$2,200 Invoiced
Leaking hot water unit
K. Thompson
$3,400 Lead
$
AI quote
Labour · 4hr$560
Materials · 1 lot$1,840
Subtotal$2,400
June 2025
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What needs attention today Quotes follow-up Monthly report This week schedule Which invoices are overdue
U
Unbox AI
Connected to Fergus
What needs my attention today?
4 things need attention. 3 quotes uncontacted for 7+ days, worth $8,400 combined. Wayne Bruce invoice is 12 days overdue ($3,200). And your Friday is wide open.
Which quotes are sitting unaccepted?
5 quotes still pending. Oldest is Henderson Plumbing, 14 days ago and worth $4,200. Two more from last week. Want me to draft follow-ups?
How much have I invoiced this month?
June: $42,800 invoiced across 6 jobs. Quote acceptance was 71%, up from last month. Two invoices still outstanding, $6,400 total.
What is on this week?
4 jobs scheduled. Clarke renovation starts Wednesday, biggest at $8,200. Thursday and Friday still free. 2 quotes due for a response by end of week.
Which customers owe me money?
3 invoices outstanding. Wayne Bruce $3,200 (12 days), The Clarkes $1,800 (6 days), Anderson Plumbing $1,400 (3 days). Total $6,400 sitting there.
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Understand exactly what’s happening in your business.

Unbox AI pipeline
Fergus dashboard
Before · Fergus After · Unbox AI

Your Fergus pipeline, organised instantly. Connect your account and Unbox AI maps every job and quote to the right stage. No manual setup, no sorting..

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Unbox AI

Less admin, more jobs. Connect Fergus once and Unbox AI takes care of the pipeline, surfacing what needs action before it becomes a problem.

Three steps out of the bottleneck.

Connect your Fergus account once. Every job and quote on one board. No new software, no extra admin, no manual tracking.

See your whole Fergus pipeline. Clearly.

Every quote, every job, every stage visible in one place. Stop switching between tabs to piece together where things are. See the full picture and spot what needs attention.

Job in progress
1 job
$8,800 avg 3d
J-1010
Commercial kitchen drainage
Fork & Fire Ltd
5 Eva St, Te Aro
$8,800 3 days ago
In Progress
No jobs
Job finished
0 jobs
No value avg 3d
No jobs

Find out what’s clogging your pipeline.

See where every job and quote is, how long it’s been there, and what’s stalling. Real visibility across your whole pipeline, not a mental tally of where everything’s at.

Stale leads visual

The pipeline that moves itself.

Quote accepted, it moves. Job done, it moves. Less time managing each lead, less keeping track of what’s where. You’re only needed where you’re actually needed.

J. Smith accepted your $2,650 quote (Bathroom re-pipe).

Info · Just now · Job #b-1042
Quote sent
1 job
$2,650 today
J-1042
Bathroom re-pipe
J. Smith
14 Aro St, Wellington
$2,650 Just now
Quote Sent
No jobs
Accepted
0 jobs
No value today
No jobs

Frequently asked questions

Yes, Unbox AI integrates directly with Fergus.Link your account once and it securely connects to your live Fergus data. No exports, no workarounds.

Almost instantaneous.Connect your Fergus account and you're live. No config, no spreadsheets, no onboarding call.

Anything that's in Fergus.Overdue invoices, quotes that need follow-up, what's on this week, how last month went, which jobs are at risk. If it's in Fergus, you can ask about it in plain English.

Your data stays on Fergus's servers.Unbox AI never stores it. We read your data in real time to answer your question, and that's it. We don't train on your data either.

Not at all.If you can send a text message, you can use Unbox AI. Just type your question and get a straight answer, built for tradies, not tech teams.

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