To be able to utilise Commusoft in the best way for your business we recommend running through these steps below. The steps will teach you the basics of using Commusoft as an Engineer with invoicing.
You may not have access to each module within Commusoft. Please speak to the sales team or contact email@example.com to increase your access to the system.
Each device link will open another article in a new tab. This will allow you to come back to this page to continue each step.
You will need to download the app from the relevant app store (iOS or Android).
Without logging in you will not be able to view Commusoft.
Accept, travel, arrive
In order to complete jobs, you will need to learn what each diary event status is and when to click them.
Adding an estimate/job/normal event is the next step you will need to learn. When you receive a call/email from a customer asking for an estimate/job/service, you will need to book an event for them. This can be done within the diary.
Because you are an engineer with invoicing. You can add events, jobs, and estimates to your diary only.
Normal event: An event to run an errand, or book time for a meeting etc.
Estimate/Job event: An estimate is an event to complete a quote for works. A job is an event to complete these works i.e a boiler service.
Filling in estimates
Estimates are quotes for installs/services. There are several steps to filling in estimates including, diary events, parts etc.
Completing a certificate
You can complete certificates on the mobile device if this is required.
Answering leave site questions / Feedback / Complete job
You may be required to answer some questions before you leave site. These are set up on the desktop application.