Click into the links below to be taken to our overview pages concerning the various modules, features and settings within Commusoft:
A collection of links and information to use when first getting set up on Commusoft. This includes guides on how to initially log in as well as other settings and information needed when initially getting set up on the software.
General settings related to things such as setting up users, purchasing licenses and trackers, most high-level settings not necessarily used in the day to day running of Commusoft.
More specific settings used more regularly than those in company settings. These could include things like setting up parts and prices, managing your jobs on a more hands-on basis and managing customer settings.
Suppliers are individuals or companies from which you purchase parts etc. These can be managed through the supplier settings, added, deleted, pinned as favourites and more.
The diary is the page on which you can view current and upcoming jobs. Used in the day to day running of Commusoft, it is important to configure your diary settings to match your own workflow(s).
Customer and work addresses refer to the properties at which you and/or your engineers will be completing works as well as any customer stored within Commusoft associated with these properties. These settings relate to how to add, store and manage this information.
Commusoft allows you to create a number of reports from the ‘Reporting’ tab. These range from reports concerning the status of ongoing works to more general profit and loss calculations
The various works you and your engineers carry out on properties. The jobs settings allow you to customise job descriptions and much more to make it easier to assign jobs to your engineers and inform your customers.
This overview will teach you all you need to know about estimates within Commusoft. It will walk you through each page within the estimate module.
These settings are related to the invoicing side of Commusoft. This will show you how to create and complete invoices as well as any related or dependent settings that may need to be adjusted such as creating and changing draft invoices as well as the various kinds of invoices Commusoft offers.
Stock control settings allow you to organise the stock in your inventory and how it is handled through Commusoft. Everything from their storage and usage to replenishing diminished stock levels and dealing with wastage and loss can be set up through this feature.