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Commusoft
Guides
Guides
Video Tutorials and How-To 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
Set Up Estimate Templates
Set Up Estimate Emails
Booking an Estimate
Estimates: Visiting the Property
Estimates: Price Breakdown
See all 9 articles
Jobs
Jobs Overview
Customise your Job Sheet
Creating a Job
Book a job for multiple days
Job Confirmations Overview
Set up Job Confirmation Email and SMS Messages
See all 11 articles
Diary
Diary Overview
Set Up Diary
About The Diary
Book a Job into the Diary
Book Additional Diary Events to a Job
Quickly Add a Job into Diary
See all 7 articles
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
Upload a Company Logo for Certificates
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
