Frequently asked.
The questions we hear most. If yours isn't here, ring our live demo agent on 03 242 1262, it'll either answer or queue a callback from a human.
01
How does Offsider know a caller's history before they say a word?
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It is built ahead of time from your Fergus account. Offsider reads your customers and their jobs out of Fergus and keeps a short history for each one, matched on the phone number the caller rings from. When that number rings an agent with the Memory card switched on, the agent already knows their past jobs, roughly what they cost, any work that comes round regularly (a yearly heat pump service, say, and whether it is due) and any job that is still open. It holds no street addresses, and nothing is trained on it. Past prices are only ever spoken if your repeat work setting allows it.
02
What actually goes into Fergus after a call?
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Offsider reads the finished call and drafts the work: the customer, the site, the job as an enquiry or as a quote with its pieces of work as quote lines, and the visit if a day was agreed. Anything the agent already did in Fergus during the call is left out, so nothing goes in twice. Your own Fergus settings always win over anything Offsider would have chosen.
03
What is the difference between Ask me first and Do it?
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Ask me first is the default. After each call you get an email with a link to a page showing exactly what Offsider wants to put into Fergus. Untick any part you do not want and send the rest to Fergus with one tap. There is no login to remember. Do it skips the email and puts the work straight into Fergus. Either way, a visit is checked against your Fergus diary again just before it is booked.
04
Will it put prices on my quotes?
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Only where you said a price on the call. Each piece of work becomes a quote line, and a line only carries a price if somebody from your business actually gave that price during the call. Everything else is left for you to price in Fergus, which is how most trades want it.
05
What does the Fergus check catch?
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After any call that touched Fergus, Offsider reads Fergus back and compares it with what the caller was told. If a caller was told they are booked and Fergus has no visit, or the visit is on the wrong day or at the wrong time, or it has gone in twice, you get an email straight away and the call is marked so you can find it. When you switch it on, it also takes a one-off look back over the last 30 days of calls.
06
Where is my Fergus data kept, and who sees it?
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Calls and everything Offsider builds from them are handled in New Zealand and Australian data centres, and nowhere else. The caller history holds no street addresses and nothing is trained on it. If you disconnect Fergus, the history Offsider built from it is erased. Offsider can text a caller what actually went into Fergus, but never anyone on your do-not-contact list, and it never asks your customer to confirm anything.
07
What does Offsider cost?
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$1.00 plus GST for each booked processed call, which means a call whose work Offsider actually put into Fergus. Calls with nothing to put in cost nothing. Drafts you decide not to send cost nothing. The 30 day look back costs nothing. Live listening, when it arrives, will be 50c a minute while you have it switched on.
08
What if I am not on Fergus yet?
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Offsider needs Talkify with Fergus connected, which takes one Sign in with Fergus, so Fergus comes first. If you are not on it yet, go to gettalkify.com/getfergus for 90% off your first two months of Fergus. Fergus is the first job system Offsider works with.
09
Does it work on calls my team answers themselves?
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Coming soon. Offsider will be able to listen live on the calls your own team takes on our phone service, and put the job, questions worth asking, free times in the diary and the quote on screen while they talk, with an optional whisper in the ear. Both the whisper and the on-screen help will be off until you switch them on. Today, Offsider works on the calls your Talkify agent answers.
10
Can I switch parts of it off?
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Yes. The caller history, the drafting into Fergus and the Fergus check are separate switches, and each is set per business. You can run the check on its own, or have Offsider draft everything but ask you first every time. Texting the caller what went in is a switch of its own too.