Settings
Step-by-step instructions on all the settings within the system
General (Company settings)
- CIS Percentage
- Deleting a Commusoft license
- Company settings (Overview)
- Company numbers
- Changing your branding colours
- Appliances
General (System settings)
- System settings (Overview)
- Downloading your pricing items
- Pricing items
- Job leave signature message
- The first job number
- Locations
Users (Company settings)
- Adding a user
- Editing users' details
- Edit users' status and access
- Adding notes to a user
- User reminders
- Edit users' mobile settings
Account and billing
Backups
Customer information
Estimates
- The first estimate number
- Configuring estimate templates
- Set up an estimate note
- Engineer estimate sheet email
- Engineer estimate sheet SMS
- Customer estimate confirmation
Jobs
- Job description - Configure mobile experience
- Job report workflow templates
- Job arrive workflow templates
- Job description - Configure job template
- The 'Job booking portal' tag
- Add skills to a job description
Certificates
Invoicing
- Labour rates
- Price books
- Set the first invoice number
- Consolidated Invoicing
- Customise invoice titles
- Invoice email message
Parts Management
Stock control
Users (System settings)
- Purchase new user licenses
- Adding a user (new plans)
- Shifts
- Users groups
- Users
- Notification preferences
Mobile settings
- Estimate travel SMS
- Estimate leave signature message
- Estimate no access message
- Estimate leave questions
- Job arrive signature message
- Job travel SMS