When you're getting started with Commusoft, you'll have a setup wizard to help guide you along and make sure everything is in place for you to get to work.
Logging into Commusoft for the first time:
Company details
Check the information on this page and make sure all of your company details are correct, fill in any missing details as required.
You can edit these details later if need be through your company settings.
Company numbers
Please enter all company numbers applicable to your company. If necessary, these can be edited later on if your details happen to change.
You can edit these details later if need be through your company settings.
Bank details
Please select your preference with regards to whether or not you'd like to have your bank account details to appear at the bottom of your invoices. If you selected yes, you can simply enter your details. These can be changed later on down the line if need be.
You can edit these details later if need be through your company settings.
Customer account number
Please select what your first customer account number will be. You can choose between 1, 1000, and custom.
'Custom' is best used if you already have a referencing system in place for categorizing your existing customers, this will help maintain internal consistency.
You can edit these details later if need be through your system settings.
Job number
Please select what your first job number will be. You can choose between 1, 1000, and 'Custom'.
'Custom' can be used if you already have a referencing system in place for categorizing your existing jobs.
You can edit these details later if need be through your system settings.
Estimate number
Please select what your first estimate number will be. You can choose between 1, 1000, and 'Custom'.
'Custom' is best used if you already have a referencing system in place for categorizing your existing estimates.
You can edit these details later if need be through your system settings.
Invoice number
Please select what your first invoice number will be. You can choose between manual and sequential.
Manual means you will type a number each time you create an invoice. Sequential means you enter a number and the invoices will start with this number. For example, if the first invoice number is 1000, the second invoice will be numbered as 1001.
You can edit these details later if need be through your system settings.