To be able to utilise Commusoft in the best way for your business we recommend running through these steps below. The steps will teach you the basics of using Commusoft as a member of the financial office staff.
You may not have access to each module within Commusoft. Please speak to the sales team or contact firstname.lastname@example.org to increase your access to the system.
Each link will open another article in a new tab. This will allow you to come back to this page to continue each step.
Logging into Commusoft is the first thing you need to do. Without logging in you will not be able to view Commusoft.
Click here to see how to log into Commusoft
Add to the database:
You can add customers, work addresses, suppliers. This is important as you will need to update your database when you get a new customer/supplier.
Customers are very important within Commusoft. Without them, you won't be able to create estimates, jobs, or service reminders. A customer is anyone who you perform works for. They can be private customers, businesses, estate agents etc.
Click here to view the customer overview
- Work addresses
A work address is the property where you perform works. This property is owned by a customer, such as tenant properties.
Click here to see how to add a work address
Suppliers are very important within Commusoft. Without them, you won't be able to create purchase orders, supplier invoices or credit notes. A supplier is anyone who provides parts or services to you.
Click here to view the supplier overview
Searching in Commusoft allows you to quickly find a customer account, estimate, job, purchase order etc. You can quickly type in any details and Commusoft will show you the data that matches.
Click here to see how to search
Adding an estimate/job/normal event is the next step you will need to learn. When you receive a call/email from a customer asking for an estimate/job/service, you will need to book an event for them. This can be done within the diary, or within the customer account.
- Click here to see how to add an normal/estimate/job event within the diary
- Click here to see how to add an estimate within the customer account
- Click here to see how to add a job within the customer account
Filling in estimates:
Estimates are quotes for installs/services. These can be completed on the desktop application. There are several steps to filling in estimates including, diary events, parts etc.
Click here to see how to fill in an estimate
Invoicing / Free of charging / Aborting a job:
You can invoice a job if you require payment. The invoice can be sent to your accounting package if you have one.
Click here to see how to invoice a job
You can set a job as free of charge if you do not want to invoice it. This may mean the job was an admin error, a recall, or complimentary.
Click here to see how to free of charge a job
You can abort a job if you have made an admin error, the customer no longer wants the job, or you consistent no access to the property etc.
Click here to see how to abort a job