Similar to your System settings, your company settings are used for high-level configuration of the Commusoft system. You can access both of these settings screens using the icon in the top right of your Commusoft page, next to your own avatar/icon (shown below).
Read below the various categories that company settings are broken down into:
General settings:
This is where you can configure the bulk of the Commusoft settings related to your company itself in a broader sense. You can add all your company details from here (name, telephone number, address etc) as well as determining things like VAT, any email signature messages you may use, branding colours for your documentation (as well as uploading your own logos for your certificates), your email (via SMTP) and much more. The majority of these settings can also be edited after having been established if they ever need to be changed.
Users:
From this section, you will be able to view existing or create and manage new users to your Commusoft system. These can be filtered to show only active or deleted users to make organisation easier. Adding a new user does mean that you will be billed accordingly.
From this section, you can also establish your users' travel rate, this is used to calculate vehicle depreciation and fuel costs on an hourly basis.
Audits:
Please note -- This feature is only available on our Automation plan and above.
Commusoft allows you to carry out audits through this settings page. There are instructions contained within the setting itself that outline exactly how to go about carrying out these audits:
Account and billing:
This is where you can check on the actual billing for Commusoft itself. You will be able to view a list of all your invoices, payments, and credit notes for your usage of the system. This section also allows you to purchase vehicle trackers to install in your vehicles, choose the type (self-installed or hard wired) and quantity of trackers you would like to order and add any card details you may want to store for quicker ordering in the future.
Integrations:
This is where you can manage any and all integrations with other software etc that you may have set up through Commusoft. Accounting integrations such as Xero or Sage, credit card facilities (Stripe or WorldPay) as well as the API keys and other miscellaneous integrations such as MailChimp, Zapier or the Google/Outlook calendar.
Backups:
You can choose to back up your data to a Dropbox, you can also use a Google Drive or simply download the data as excel files. These can be set up as a one-off backup if need be using excel, but they can also be scheduled to occur every weekend at 1am if you choose a different option:
Please note -- You will need to cancel an existing backup if you wish to use a different form. For example, Dropbox and Google drive cannot be active for your backups at the same time.