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  1. Commusoft v4
  2. Customers & Work addresses

Customers & Work addresses

Walkthroughs on how to add and manage properties within the system

Customer management

  • Customer/work address (Overview)
  • Customer types
  • Customer/Work address history
  • Customer history and filters
  • The 'Customers' tab
  • Adding a customer & the customer page
See all 8 articles

Work address management

  • Work address page
  • Adding a work address
  • Import work addresses to Commusoft
  • Import work addresses: Clean your data
  • Adding a landlord
  • Delete a work address

Contacts

  • Change the primary contact for a customer
  • Customer/work address contacts page

Notes & Communications

  • Customer/work address notes and communications

Appliances

  • Appliances
  • Add an appliance to a property

Reminders & Notifications

  • Customer/work address reminders and notifications page
  • Adding a customer/work address reminder

Attached files

  • Attached files on work addresses

Advanced options

  • Adding an invoice address to a customer/work address
  • Invoice address setup
  • Export customer data
  • Changing customer type

Frequently asked questions

  • How can I merge, transfer, or convert properties?
  • Is it possible to transfer properties?
  • What do 'self' and 'customer' mean on service plans?
  • How can I see my customers' appliances?
  • How can I edit my customers' communication preferences?
  • Can I see a log of phone calls, emails, SMS messages exchanged with a customer?
See all 10 articles
Commusoft v4
English (GB)