KNOWLEDGE BASE
Check out our help articles and browse through questions or submit your own questions for support
Overviews
Getting started
- Owner/manager
- Financial office staff
- Office staff
- Senior engineer
- Engineer with invoicing
- Engineer with diary
Overviews
- Customer/work address overview
- Service reminder overview
- Diary overview
- Estimate overview
- Jobs overview
- Invoicing overview
Desktop
Customers / Work addresses
- Export customer data
- Customer tab
- Add a customer
- Property page
- Edit customer details
- Customer/work address notes and communications
Service reminders
- View service reminders
- Add a service reminder
- Add a service job
- Edit a service reminder
- Process customer service reminders
- Process work address service reminders
Diary
- Special event
- View diary
- How to use the calendar within the diary
- Add, reorder and remove users from the diary
- Filter the diary by user group
- Event status icons
Estimates
- Add an estimate
- Fill in estimate
- Estimate parts
- Dynamic tagging for estimates
- Edit an estimate
- Add an additional option to an estimate
Jobs
- Convert job as a recall to another job
- Add a job
- Edit a job
- Rearrange a job
- View job details
- Add an office task
Invoicing
- Add additional works to an invoice
- Emailing a certificate with the invoice
- Refund a paid invoice
- Taking card payments on the web
- Add an invoice
- Add a draft invoice
Suppliers
- Supplier tab
- How to pin a supplier to the home screen
- Supplier details page
- Add a supplier
- Edit a supplier
- Add a supplier purchase order
Settings
Basic training
- Delivered notifications on emails
- Send an email to someone not saved in Commusoft
- Prerequisites for Yahoo SMTP setup
- Usage tips for web
- Logging into Commusoft for the first time
- How do I sign in with a Google account?
Reporting
Desktop settings
Company settings - General
- Company details
- Setting your CIS percentage
- Add sms name
- Create / upload letterheads
- Default PDF font size
- Upload certificate logos
Users
- Add skills to a user
- Add a user
- Edit users login details and role level
- Edit user access
- Edit user status
- Edit users personal details
Account and billing
Integrations
Manage backups
System settings - General
- Edit diary settings
- Add service windows
- Use service window tags
- Add a location
- Edit a location
- Reorder locations
Customer information
- Edit first customer account number
- Add a customer type
- Edit a customer type
- Reorder customer types
- Delete a customer type
- Add a type of advertising
Estimates
- Edit first estimate number
- Add and configure estimate templates
- Setup estimate note
- Edit engineer estimate sheet email
- Edit the engineer estimate sheet sms
- Edit customer estimate confirmation
Jobs
- Add skills to a job description
- Edit first job number
- Add a job description
- Edit a job description
- Reorder job descriptions
- Delete a job description
Service reminders
Invoicing
- Edit how invoice numbers are generated
- Edit invoice email message
- Add an invoice category
- Edit an invoice category
- Reorder invoice categories
- Add an invoice item category
Suppliers
Parts management
- Add a parts industry
- Edit a parts industry
- Delete a parts industry
- Add a parts category
- Edit a parts category
- Delete a part category
Users
Mobile settings
- Edit estimate mobile engineer sms
- Edit estimate leave signature message
- Edit estimate no access message
- Delete an estimate arrive on site question
- Add an estimate leave question
- Edit job arrive signature message
Online portals
Integrations
Email integrations
GPS Vehicle tracking
Xero
Sage Line 50/Instant
- Sage Line 50/Instant: Overview
- Sage Line 50/Instant: Nominal codes
- Sage Line 50/Instant: Enable third party integration
- Sage Line 50/Instant: Setup accounting integration
- Install Sage interface
- Sage Line 50/Instant: Export customers to CSV
Sage Accounting
Quickbooks desktop
Quickbooks online
FreeAgent
Kashflow
Clearbooks
MailChimp
API keys
Parts arena pro
NaturalForms
Android phone
Download and login
Search
Customers
Diary
Estimates
Jobs
Certificates
Suppliers
Company settings
System settings
- Reorder tabs on an Android phone
- Edit diary settings on an Android phone
- Add a location on an Android phone
- Edit a location on an Android phone
- Reorder locations on an Android phone
- Delete a location on an Android phone
Android tablet
Download and login
Search
Customers
Diary
Estimates
Jobs
Suppliers
Company settings
System settings
- Edit diary settings on an Android tablet
- Add a location on an Android tablet
- Edit a location on an Android tablet
- Reorder locations on an Android tablet
- Delete a location on an Android tablet
- Add an appliance group on an Android tablet
iPhone
Download and login
Search
Customers
Diary
Estimates
Jobs
Certificates
Company settings
System settings
- Edit diary settings on an iPhone
- Add a location on an iPhone
- Edit a location on an iPhone
- Delete a location on an iPhone
- Add a fuel type on an iPhone
- Edit a fuel type on an iPhone
iPad
Download and login
FAQ
Users
- Difference between security roles
- Automatically set labour cost and sale values
- Add or change VAT, Gas safe reg, OFTEC ref, and company reg
- I am locked out of Commusoft, what do I do?
- Can I change another employee's password?
- How do I change the security level of a user?
Customers
- Merge, transfer, or convert properties
- Transferring properties
- What do 'self' and 'customer' mean on service plans?
- How do I see a list of my customers and their appliances?
- How do I search customers by 'How did you hear about us'?
- Can I attach a file or document to a customer?
Diary
- Out of day range on diary
- Diary events being cancelled
- Ghost diary event
- Why isn't my diary description changing when I edit the job description?
- How do I send a reminder to the customer/work address?
- How do I send a confirmation to the customer/work address?
Estimates
Jobs
- The engineer portal url is not appearing in the travel sms
- Why didn't the travel sms send?
- Outstanding jobs
- I do not want to send a job reminder to the work address
- What are the fields in the parts import?
- See jobs that need invoicing
Certificates
Suppliers
Service reminders
- What happens if I don't complete the service job?
- Service reminder dates
- Service reminder report vs all reminders list
- Why aren't some service reminders showing?
- Change how service reminders are sent
- How do you change automated reminders to manual ones?
Invoicing
- Why isn't the partial invoice shown in the final invoice?
- Final invoice total is not calculating correctly
- How do I add a retention invoice?
- How do I create a pro-former invoice?
- Edit a payment
- Missing invoice numbers
Desktop
- Editing credit days linked to an accounting package
- Accountants and Book keepers guide to Commusoft
- Why has my SMTP failed?
- GDPR compliance
- Switching accounting packages
- Personalised date/time formats
Mobile
- Mobile permissions
- Dots not appearing on iPhone diary
- How much mobile internet data will my engineer need?
- iOS release notes
- Android release notes
- How do I add more than one appliance to a CP6?
Minimum requirements
Reporting
Xero
- Xero error: Mark as do not send
- Xero error: Record has been marked as 'do not send'
- Xero error: Nominal codes
- Xero error: This invoice/credit note number is already being used
- Xero error: How do I resend a record?
- Xero error: Payment has been rejected because it cannot find the related invoice
SageOne
Sage Line 50/Instant
Quickbooks desktop
- Quickbooks desktop error: Payment has been rejected because it cannot find the related invoice
- Quickbooks desktop error: Modify credit note before closing date
- Quickbooks desktop error: Mark a record as do not send
- Quickbooks desktop error: The invoice related to this payment has been paid
- Quickbooks desktop error: Cannot pay more than the amount due
- Quickbooks desktop error: How do I resend a record?
