Setup wizard overview

This overview will teach you all you need to know about the setup wizard within Commusoft.

Logging into Commusoft for the first time
Click here to view how to login

Company details
Check the information in this page and make sure all of your company details are correct, fill in any missing details if required.

You can edit these details later here: Edit company details

 

Company numbers
Please enter all company numbers applicable to your company. 

You can edit these details later here: Edit company numbers

 

Bank details
Please select your preference. If you selected yes, please fill in the details.

You can edit these details later here: Edit bank details

 

Customer account number
Please select what your first customer account number will be. You can choose between 1, 1000, and custom.
Custom can be used if you already have references for existing customers.

You can edit these details later here: Edit customer account number

 

Job number
Please select what your first job number will be. You can choose between 1, 1000, and custom. 
Custom can be used if you already have references for existing jobs.

You can edit these details later here: Edit job number

 

Estimate number
Please select what your first estimate number will be. You can choose between 1, 1000, and custom. 
Custom can be used if you already have references for existing estimates.

You can edit these details later here: Edit estimate number

 

Invoice number
Please select what your first invoice number will be. You can choose between manual and sequential.
Manual means you will type a number each time you create an invoice. Sequential means you type a number and the invoices will start with this number e.g first invoice number is 1000, second invoice will be 1001.

You can edit these details later here: Edit invoice number

 

Company logo - please skip
Please skip this step by clicking No, I do not want to upload my logo. This can be completed later here Upload certificate logosCreate / upload letterheads

 

Setup email (SMTP)
Please fill in the details if you would like Commusoft to send emails on your behalf (using your email address rather than noreply@commusoft.co.uk)

Follow these instructions for more information: Setting up SMTP


The next 4 screens may contain data. You can edit this information if you wish, by typing in the box and click Save and continue. Or you can complete this information at a later date by clicking Skip and following the link. 

  • Default email signature message
    Fill in the box with the default message you would like to appear at the end of your emails.



    You can edit these details later here: Edit email signature message
     
  • Default estimate email
    Fill in the box with the default message you would like to appear when you send an estimate via email.



    You can edit these details later here: Edit estimate email message
     
  • Default job confirmation email
    Fill in the box with the default message you would like to appear when you send a job booking confirmation via email.



    You can edit these details later here: Edit job confirmation email message
     
  • Default invoice email
    Fill in the box with the default message you would like to appear when you send an invoice via email.



    You can edit these details later here: Edit invoice email message

 

Postcode lookup
Read the information provided and select the box if you want to turn postcode lookup on.



You can turn this feature on/off later by contacting support.

 

SMS
Read the information provided and select the box if you want to turn SMS feature on.



You can turn this feature on/off later by contacting support.

Can't find what you're looking for? Contact support
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