Setup wizard

Purpose: The document aims to guide you through the process of setting up your account in Commusoft upon your initial login. By configuring the screens outlined below, you'll be able to use the application more effectively and seamlessly.

Setup your account

  • Complete the following screens as they show throughout the wizard.
  • Required fields are marked with *.
  • You can edit these details later if you need to through Settings.

Related guide:

📘️Getting Started with Commusoft

Company details

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Related guide:

📘️Company details

Company numbers

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Related guide:

📘️Company registration numbers

📘️UK industry specific numbers

Bank details

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Related guide:

📘️Bank Details

Customer account number

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  • Choose between 1, 1000, or Custom. 
  • 'Custom' is best used if you already have a referencing system in place for categorizing your existing customers.

Related guide:

📘️Customer account number

Job number

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  • Choose between 1, 1000, or Custom. 
  • Custom can be used if you already have a referencing system in place for categorizing your existing jobs.

Related guide:

📘️Job number

Estimate number

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  • Choose between 1, 1000, or Custom.
  • 'Custom' is best used if you already have a referencing system in place for categorizing your existing estimates.

Related guide:

📘️Estimate number

Invoice number

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  • Choose between Manual or Sequential.
    • Manual: you will type a number each time you create an invoice.
    • Sequential: you choose a start number and the invoices will follow this sequentially. (Recommended) 
  • Some automated features will not work if Manual is chosen. 

Related guide:

📘️Invoice number