After your jobs are complete, keeping up with customers through after-sales communication is key to building long-term relationships and encouraging future work. Commusoft allows you to configure default communication settings for new customers and work addresses, and gives you advanced options to customise preferences for specific cases.
View After-Sales Care Defaults
Click your Profile Icon in the top right corner.
Select Settings.
Go to Customers.
Click After Sales Care Defaults.
Click View to open the settings.
Configure Default Settings
You can set automatic after-sales communication for All new customers and All new work addresses.
To set the defaults:
Open the After Sales Care Defaults page.
Choose whether to enable or disable after-sales communication for new customers and/or work addresses.
Click Save to confirm your selection.
Use Advanced Options
Use this to control communication settings for specific customers or work addresses.
Scroll to Advanced Options.
Click View Customers or View Work Addresses.
To customise preferences:
Use filters to narrow down by name or customer type (Private Customer, Company, Estate Agents, or Schools).
Select the records you'd like to update.
Click Change communication preferences.
Choose the appropriate after-sales care value.
Click Save.
If no filters are applied, changes will affect all customer or work address records.
Customers cannot edit or delete a negative review once it’s been submitted.