Guides

Customers

• Customers Overview
• Add a Customer
• Add a Tenant to a Customer, Company or Agent
• Customer Notes
• Customer Contacts
• Change a Customer to an Agent/Company and vice-versa
See all 8 articles

Service Reminders

• Service Reminders Overview
• Set Up a Service Reminder Type
• Set Up Your Service Reminder Letters
• Book a Service Reminder for a Customer
• Book a Service Reminder from a Job
• Send Service Reminders
See all 7 articles

Estimates

• Estimates Overview
• Estimates Search Feature

Jobs

• Jobs Overview
• Job Confirmations Overview
• Jobs Video Tutorials

Diary

• Diary Overview
• Book Additional Diary Events to a Job

Invoices

• Invoice Overview
• Add an Invoice Category
• Add an Invoice Item
• Creating an Invoice
• Create an invoice with CIS
• Delete an Invoice

Payments

• Payments Overview
• Taking a payment
• Taking Credit Card Payments
• A Customer Overpaid: On Account Credit
• Use account credit against a future payment
• How to pay back account credit
See all 7 articles

Suppliers

• Supplier Overview
• Adding your first Supplier
• Entering Expenses against a Job
• Adding a General Expense
• Adding a Purchase Order
• Add a supplier credit note
See all 7 articles

Users

• User Overview
• Add a new user, employee or engineer
• Set up Holidays for employees
• Create New Qualification
• Add a Qualification to an Engineer
• Add Gas Safe Card ID's onto the system
See all 7 articles

Customer Login

• Customer Login Overview
• Create a Customer Login Role
• Assign a Customer Login Role to a Contact
• Get Your Customer Logged In
• Customer Login: Add a Tenant
• Customer Login: Request a Job
See all 15 articles

Logos and Letterheads

• Uploading Letterheads

Mobile parts

• How do I add parts to a job on the mobile app?

Parts

• Parts Overview
• Importing parts list to Commusoft
• How do I add a part to the dropdown list?
• How do I add parts to a job?
• Raising a purchase order when adding a part