From your company settings, you can configure the basics of how you would like Commusoft to operate.
This includes things such as your diary settings, which you can use to change the functionality of your daily, weekly, and monthly planning. These settings are largely related to the display, communications and functions of Commusoft.
This is where you can add, edit and amend the users within your system. This section also contains the 'Travel rate' page from which you can establish the costs of your engineers travelling from job to job.
Audits (If you do not have this feature enabled and you would like access, please get in touch.)
This is the section through which you can view and manage your audits. Clicking the 'menu' icon on this page will display all the categories (and subcategories) through which your audits can be carried out. Follow the instructions on the 'Audits' page to display the ones you would like to see.
Account and billing
Here, you can see your invoices, payments, credit notes and anything else related to the accounting and bookkeeping side of Commusoft.
Your accounting software (Xero, Sage etc.) can be integrated with your Commusoft system here. You can also set up your credit card integration through Stripe or Worldpay in order to take payments online. Various other integrations ranging from Telephone systems to HRMS can be set up here.
These can be created for a single use or set up as auto-backups that occur at regular intervals. This is a useful way to ensure all your information is stored as securely as possible. The backups you created are in addition to the automatic Commusoft backups which are taken every weekend and sent to your Dropbox, Google drive or converted to a .csv file for excel.