Settings

• Customer account number
• Customer types
• Communication rules
• Creditor days
• Technical references
• Types of buildings

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• Assets

• Appliances (groups, types, makes, & models)
• Locations
• Fuel types
• Tidy appliance data

• Contract templates
• Contracts categories
• Planned preventative maintenance templates
• PPM job auto-creation
• SLA templates
• SLA email templates

• Estimate number
• Estimate templates
• Estimate note
• Estimate email template
• Work address estimate access template
• Reject reasons

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• Opportunity views
• Pipelines
• Opportunity templates
• Opportunity reject reasons
• Opportunity cancel reasons
• Survey templates

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• Content library
• Cover page templates
• Option templates
• Finance template
• Loan application submission template
• Loan application acceptance template

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• Job number
• Job workflow template - Configure Questions
• Job description templates
• Job report email template
• Enable recalls
• After sales care email and SMS template

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• Custom forms
• Certificate Default Lists
• Checklists

• Stock Workflows
• Subcategories
• Managing your Stock locations
• Industries
• Categories
• Parts

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• Diary settings
• Route optimisation settings
• Service windows
• Shifts
• Engineer survey email template
• Surveyor estimate SMS

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• Pricing items
• Labour rates
• Price books

• Invoice number
• Invoice email template
• CIS Percentage
• Bank Details
• Cheques Made Payable
• Invoice line item categories

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• Grant templates
• Nominal codes
• Sales tax
• Payment methods
• Tax components
• Travel rate

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• Supplier parts quotation email message
• Supplier parts reminder email message
• Parts delivery warning

• Purchase Order Number
• Purchase order email template

• Scheduling rules
• Invoice portal settings
• Statement portal settings
• On our way portal settings
• After sales care portal settings
• Service reminder portal settings

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• TV displays for vehicle trackers

• Business units

• Assign custom field templates to objects
• Custom field templates
• Types of telephone numbers
• Titles
• Counties

• Workflow marketplace
• Sequences

• Company details
• Company registration numbers
• Currency
• Uk industry specific numbers

• SMS templates
• Email templates
• Scheduled activities
• Connect Email: Import Emails
• Connect emails: SMTP Setup
• BCC Emails

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• Self service branding
• Letterhead settings
• Upload logos for certificates
• Document branding
• Default PDF font size

• Users: Add/Edit/Delete
• User groups
• Skills
• Notification settings
• Enable timesheets

• Licences
• Purchase trackers
• How to view your invoices from Commusoft

• Import customers
• Manage backups