This is where the bulk of the system settings are found. You can configure your diary settings, manage locations and establish various appliance groups, types, makes and models as well as a number of other settings that can be edited in this section.
These settings are related to how your customers' information is stored and displayed. You can set up custom SMS templates and ensure that your customers' communication preferences are noted. This section also allows you to ask your customers 'how did you hear from us?' meaning you will be able to see the various means through which your customers discovered you.
You can organise your estimate settings from this section. There are a number of settings you can configure and amend. This is where you will be able to set up your estimate reminders and edit the text that will be sent out reminding your customers of their upcoming visits among other things.
The various settings in this section allow you to define the way in which your jobs are carried out and recorded. You can edit the messages that will be sent out t various stages as well as choosing whether or not you would want to be collecting the credit card details of your customers during jobs. Everything from the ability to create recall jobs to configuring the drop-down list of reasons a job may be aborted can all be accessed here.
From here, you can set up your own custom certificate forms for your engineers to fill out on-site. YOu will also be able to create and edit your certificate email message as well as a cover letter to accompany the hard-copy versions of your certificates.
This is where you can set up your various service reminders and the increments at which they'll be taking place. You can also write and edit the letters that will be sent out along with the reminders themselves.
This section allows you to do everything from choosing how your invoice numbers are generated to editing the text that will be displayed on the payment authorisation page. You can configure the various settings in order to make sure your invoicing is taking place exactly as you'd like it to be.
From this section, you can set up your 'Purchase order email message'. This is the automated message that will be sent out to your suppliers whenever they receive a purchase order.
You can import your parts and prices in bulk through this section (read more on that here). You can also add them one at a time. Before adding your parts, ensure you've gone through 'Categories' and 'Subcategories' to have the structure in place first.
In this section, you can set up your user groups (into which you can sort your users), notification preferences (for the system-generated notifications), as well as adding necessary skills to jobs. This section also allows you to manage different tracking views for extended displays.
The various mobile settings can be amended to fit your purposes. You can set up questions for your engineers to answer when they arrive, when they leave, and when they're providing estimates. You can make these questions compulsory or optional and, in this section, you can also set up other messages to go out to customers and their work addresses.
Through here, you can set up your own online booking form. This will be embedded on your website with part of Commusoft's code. Enabling this will allow your customers to request job bookings themselves.
Click here to read about Commusoft Company settings - these are generally less about customer management and engagement, and more related to high-level management. Purchasing licenses and managing your own users and employees.