Purpose: To be able to utilize Commusoft in the best way for your business, we recommend running through these overviews below. This overview will teach you all you need to know about customers within Commusoft. It will walk you through each page within the customer module. It is important that you go through these links in order and read all of the information carefully.
The following lessons will walk you through the basic use of customers. Click on the title to view the articles in a new tab.
Add a customer
This article will teach you how to add a customer. Before you can add any jobs, estimates, reminders, or invoices you need to add customers.
This article will teach you how to search within Commusoft for your customers. You can search via their name, address, postcode, accounting reference and more.
Property (the property page)
This article will teach you how the property page works. The property page shows you the customer details, ongoing work, and history.
Notes and communications
This article will teach you how to view and add notes and communications to a customer. You can add notes such as: how to access the building, where the spare keys are kept etc. You can also record the phone calls you have with customers.
This article will teach you how to view contacts, add a new contact to a customer, edit, and delete a contact. Contacts are the people you communicate with.
This article will teach you how to view the work addresses associated with this customer. A work address is a property where you will complete works. This can be a tenant address, a building site address, or a commercial building for example.
This article will teach you how to view appliances associated with customers. Appliances are items like boilers, cookers, and fires.
Reminders and notifications
This article will teach you how to view reminders and notifications. Reminders and notifications are general and service reminders listed for a customer.
This article will teach you how to view the files you have attached to this customer. These files can be images of their appliances or general paperwork.
Frequently asked questions
This is a section of articles written specifically for common questions our support center get asked.