Purpose: The diary is the main hub for managing engineer activities throughout the day, week, month or even year. This overview will teach you all you need to know about the diary within Commusoft. It will walk you through each task within the diary 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 basic use of the diary. Click on the title to view the articles in a new tab.
This article will teach you how to view the diary in different ways. You can view the diary in daily, weekly, two weekly, and monthly views.
This article will teach you how to use the calendar to navigate the diary.
Users within diary
This article will teach you how you can view different users on the diary. This is helpful if you have a lot of engineers and you would only like to view a few engineers at a time.
This article will teach you what the event icons mean. The icons allow you to quickly see what status a diary event is in e.g accepted, travelling, aborted etc.
This article will teach you how to add an event to the diary when a customer calls to book a job/estimate, or you would like to create a normal event.
This article will teach you how to move a diary event. This will be used when you want to rearrange an event for a customer.
This article will teach you how to use the nearby event feature. This is useful if you would like to book events in similar locations to reduce travel time and costs.
Frequently asked questions
This is a section of articles written specifically for common questions our support center get asked.