Features and Functions

• Communication templates for contracts
• Contracts Overview
• Customer contract setup
• View contract
• Contract payments
• Reporting: Contracts

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• Merge/Transfer customers
• Customer/work address (Overview)
• Personalised name tagging
• Attaching files
• How can I see my customers' appliances?
• How do I delete a property?

• Custom forms - Upload templates for Plumbing Services
• Custom forms - Upload templates for Renewables
• Custom forms - Upload templates for Electrical
• Custom forms - Upload templates for Oil
• Custom forms - Upload templates for Gas
• Custom forms (Overview)

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• Editing a work address
• Communications tab
• Service plan
• Customer Portal
• Adding a customer
• Editing a customer

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• Book a diary event - Assigning job workflow templates
• Booking multiple engineers into one job
• Intelligent scheduling
• Why are event notes not showing on the diary?
• What do I do if I see the 'Out of day range on diary' error?
• Why are diary events being cancelled?

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• SMTP Connection: Failed/Pending
• SendGrid Email Status'

• What is the estimate reporting status?
• Estimates (Overview)
• Adding an estimate
• Transferring an estimate
• Editing an estimate
• Estimate parts

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• What is a Postcode Lookup Feature?
• Configurator - Input types
• Tagging Explained
• Which file formats are supported within Commusoft?
• Cookies - what they are and why they need to be enabled?
• Logging in after the initial 24hr window has expired

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• City Plumbing
• Gmail
• GoCardless
• Google calendar integration
• HubSpot
• Integrate with MailChimp

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• What is the difference between a 'Pre-final' invoice and a 'Final' invoice?
• Are reverse VAT charges applicable in Commusoft?
• How do I convert a final invoice into a different type of invoice?
• Why is the final invoice total not calculating accurately?
• How do I add a retention invoice?
• How do you edit a payment?

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• Adding parts to a job
• Jobs (Overview)
• Job Workflows (Overview)
• Adding a job
• Book a diary event for a job
• Viewing job details

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• Parts database (Overview)
• 'Parts' report
• Using the part status widget and operational list

• Creating custom reports
• How to run a report
• Reporting (Overview)
• Reporting dashboard

• Opportunities tab
• Finance Overview
• Finance request: Accept/Reject
• Grant invoicing
• Opportunities Record
• Sales Overview

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• Service reminder widget
• Service reminder report
• Scheduling Service jobs
• Managing active Service reminders
• Adding Service reminders to customers
• Service reminders (Overview)

• Picking lists and the warehouse app
• Getting started with Stock Control
• Stock control (Overview)
• Supplier returns email template

• AI Supplier Invoice Auto-Import Feature
• Purchase orders - Unit cost from part prices or supplier prices & supplier product code
• List of supported suppliers
• Dragging and dropping invoices
• Supplier (Overview)
• How to pin a supplier to the home screen

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• Timesheet approval
• Summary timesheet detail
• Daily timecard detail

• Trackers (Overview)
• Troubleshooting Trackers
• The GPS leaderboard
• Add or Delete a Vehicle Tracker

• Upgrading from our 'Basic' plan to our 'Go Paperless' plan
• Upgrading from our 'Basic' plan to our 'Customer Journey' plan
• Upgrading from our 'Basic' plan to our 'Automation' plan

• I am locked out of Commusoft, what do I do?
• Can I change another employee's password?
• What do I do if I lose my phone?
• Automatically set labour cost and sale values