Settings
Step-by-step instructions on all the settings within the system
General (Company settings)
- Setup Email: Import Emails
- Currency
- Importing Data
- Bank Details
- CIS Percentage
- Deleting a Commusoft license
General (System settings)
- Scheduling Options
- Managing Counties
- System settings (Overview)
- Downloading your pricing items
- Pricing items
- Locations
Users (Company settings)
- VOIP SIP integration (BETA clients only)
- Users - Adding a user
- Users - Editing users' details
- Users - Edit users' status and access
- Users - Adding notes to a user
- Users - User reminders
Account and billing
Integrations
Backups
Customer information
- Automatic post sales communication
- Set the first customer account number
- Advertising types
- Building types
- Creditor days
- Creditor days
Estimates
- Estimate Disclaimer
- Estimate PDF
- Configuring estimate work address communications
- The first estimate number
- Configuring estimate templates
- Set up an estimate note
Jobs
- Job report email message
- Job Address Reminder
- Job description - Configure mobile experience
- Job description - Configure job template
- Credit card details
- The 'Job booking portal' tag
Certificates
Invoicing
- Invoice terms and conditions
- Payment receipt email message
- Note at the bottom of an invoice
- Default Statement Message
- Statement preferences
- Payment authorization 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
- Job arrive workflow templates
- Job report workflow templates
- Job workflow template - Configure Questions
- Estimate travel SMS
- Estimate leave signature message
- Estimate no access message