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    Case Study

    Diverse Landscapes - A Job Costing and Stock Platform Built Beside Fergus

    Job costingSupplier invoice matchingDay sheets on a phoneYard stock

    Company

    Diverse Landscapes (Wainuiomata)

    Industry

    Landscaping

    What we built

    Operations platform alongside Fergus

    Status

    Live, phases in acceptance on real data

    Client Overview

    Diverse Landscapes is a landscaping business based in Wainuiomata, running crews across several sites at once. Quoting and customer invoicing happen in Fergus, the job management software the office already knew well. The trouble was everything in between.

    The Challenge

    Fergus was being asked to do every job: hold the price books, receive the day sheets, carry the supplier costs and produce the numbers at the end. Most of that was done by people typing.

    • Supplier price books were updated by hand, line by line, from supplier PDFs.
    • Supplier invoices were checked against agreed prices by eye, when there was time.
    • Day sheets were typed as free text into Fergus, with paperwork kept in the ute.
    • Material bought in bulk was allocated to jobs afterwards by reading the day sheets.
    • Each supplier invoice was keyed into Fergus, then keyed again into Xero.
    • Back costing a job meant assembling the numbers manually, and quote follow-ups lived in heads and notebooks.

    The obvious fix, building it all inside Fergus, was not possible. The Fergus API lets another system read nearly everything and write nearly nothing. There is no way to put a supplier invoice, a purchase order or a price book update into Fergus from outside.

    The Approach

    Fergus stays, and keeps doing the two things it does well: quotes are still built there from the business's own recipes, and customer invoices still go out from there. Everything between those two points moved into a new platform that sits beside it.

    The platform reads jobs, quotes, price books, plans and photos from Fergus on a schedule and serves them from its own database, so no screen ever waits on Fergus. It writes back exactly one thing: charge-up time and material, pushed to the job as a draft quote for the office to review and send.

    What we built

    Four tabs, laid out the way the business works

    Site managers see Projects only. Office, Operations and Directors see all four.

    Quotes

    Every Fergus quote in one pipeline, with status, expiry, follow-up prompts and a forward view of accepted work by start month.

    • Pre-start report on cost movement since the quote was built
    • Contingency allowed for, so only real movement is flagged

    Stock & Orders

    Supplier orders raised in the app with a purchase order number and emailed to the supplier, plus price books and a live yard count.

    • Part deliveries and back orders stay visible
    • Deliveries receipted by photographing the docket
    • Supplier price file in, Fergus-ready file out

    Projects

    All live jobs from Fergus with their plans, photos, notes and job brief, and the day sheet crews fill in on site.

    • Material and machine time ticked against the quoted brief
    • Charge-up work pushed to Fergus as a draft quote

    Reports

    A job report of quoted against actual, built from what crews recorded and what suppliers actually charged.

    • Weekly staff hours ready for the payroll export
    • Temp hours checked against the agency invoice

    Day to day

    The day sheet, on a phone

    The job brief comes across from the Fergus quote, so crews tick against what was quoted rather than typing from memory.

    1

    Pick the job

    Every active job is listed, because managers move between sites during the day.

    2

    Staff and hours

    Each person is chosen from a list with a start and finish. Temps are added the same way.

    3

    Material and machines

    Ticked against the job brief with a running quoted, used and remaining tally. Anything else is searched by supplier.

    4

    Submit and approve

    Submitting locks the sheet. Approval posts the cost to the job and takes the material out of stock.

    Site managers no longer need to log into Fergus to record their day. Anyone who has not submitted gets a daily reminder, and a crew can dictate the day by voice instead of filling in the form. The same yard count shows what is already sitting there before anyone drives to a merchant, and what is already on back order.

    How an invoice finds its job

    Supplier invoices are captured once, from email. The platform reads each one and checks every line against the price book that applied on that date. Where a supplier has charged above the agreed rate, the line is flagged with the agreed price, the invoiced price and the difference, ready to take back to them.

    Matching runs in order of reliability: a purchase order number quoted back by the supplier, then a job reference given at the counter, then what a crew recorded taking from that supplier on that date. Anything left over goes to a reconciliation screen, much like matching a bank line in Xero, and the platform remembers the pattern for next time.

    What cannot be matched goes to a person, not to a guess.

    Supplier invoice, forwarded this morning

    Running automatically

    1. Invoice forwarded

      The office forwards supplier invoices to an address the platform reads

    2. Read and checked

      Lines extracted and checked against the price book that applied on the invoice date

    3. Matched to a job

      By purchase order, job reference, or what a crew recorded taking that day

    Cost posted to the job

    Under the Hood

    It is a web app that saves to a phone or tablet home screen and behaves like an app, so it works on phones, iPads and office PCs from one build with no app store in the way. Behind it sits a serverless stack on AWS in Sydney: Lambda functions behind an authenticated API, DynamoDB, S3 for files and docket photos, SES for email, and Step Functions and scheduled jobs for the Fergus sync and the daily and weekly summaries.

    Less of it is AI than the name suggests, and that was deliberate. Reading a supplier PDF and matching a description to a product code is AI, using Claude on Amazon Bedrock through an Australian endpoint so supplier documents stay in Australia. Everything else is conventional software, because job costing has to be predictable and auditable.

    Built to be trusted with the numbers

    • Costs stay with the people who need them: roles are enforced by the API, and site managers never receive costs, prices, margins or reports.
    • Every change is on the record: each create, update, approval and allocation writes an audit event that is never edited or deleted.
    • Stock that adds up: stock movements are only ever added, never overwritten, and balances are worked out from them. Yard stock and job stock are kept apart.
    • A light touch on Fergus: every request to Fergus shares one rate budget, so the platform stays well inside its limits.
    • Switched on a module at a time: each module sits behind its own switch, so the whole platform could be deployed at once and turned on as each phase was ready.

    How it was delivered

    The work was scoped up front in a written specification where every requirement has its own id, and business rules such as price rise thresholds and contingency live in settings rather than in code, so a change is configuration. Delivery was split into phases that each stand on their own: price books and the quote pipeline first, then supplier invoices, then orders, stock and day sheets, then reports. Every change was reviewed against the requirements it claimed before the next one started.

    What Changed

    Each cost is now recorded once, by the person who was there. A supplier's price file goes in and a Fergus-ready file comes out, with every version kept and dated. Supplier invoices arrive by email and are matched to jobs instead of being keyed in twice. Crews record their day against the quoted brief, and approval is what releases the cost to the job and takes material out of the yard.

    Because every price book is kept with the date it came into force, the platform can answer a question Fergus cannot: what has happened to our costs since this job was quoted? A job quoted months before it starts can be checked against current pricing, so a conversation with a client about a materials increase is backed by numbers.

    The platform is live, with each phase being accepted against the business's own data. When the team asks for something new, there is a button for it in the app: reporting a problem or asking for a change goes straight into our helpdesk, so feedback from the field turns into work without an email chain.

    Is your job software doing everything but the costing?

    Let's talk about what sits between your quotes and your invoices, and what could be recorded once instead of twice.

    Talk to us: 027 355 7582

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