You can store a library of various appliances within Commusoft, categorized by type, make, and model. Setting up categories from the top down (groups > types > makes > models) allows for efficient searching and organizing. Fuel types, defined in system settings, are also used to describe appliances by their fuel source (e.g., Electric, Oil, Solid Fuel).

Appliance Groups

Adding specific appliance groups helps streamline workflows and reduces admin time. You can set up as many groups as needed, ensuring concise information is readily available for engineers.

Add Appliance Group

➡️ Navigate to System Settings > Appliance Groups.

Add the appliance group using the box on the left.
Keep group names general, as specific types are covered in other system areas.

Edit Appliance Group

➡️ Click Edit > Amend > Click Save.

Delete Appliance Group

➡️ Click Delete > Type delete > Click Confirm.

Appliance Types

Appliance types allow you to segment appliances into smaller niches under a group (e.g., 'Ovens' as a group and 'Double Burner' as a type).

Add Appliance Type

➡️ Navigate to System Settings > Appliance Types.

Select the appropriate group.
Add the appliance type.

Edit Appliance Type

➡️ Click Edit > Amend > Click Save.

Delete Appliance Type

➡️ Click Delete > Type delete > Click Confirm.

Handling Unknown Appliance Types

Filter the list using the dropdown to select Unknown.
Use Edit to reassign appliance types to a different group or click Delete to transfer data to a different type.

Appliance Makes

Appliance makes allow you to categorize appliances by manufacturer, providing clearer information for engineers on-site.

Add Appliance Make

➡️ Navigate to System Settings > Appliance Makes.

Add the manufacturer name to your inventory.
Click Save.

Managing Appliances Makes

Edit Appliance Make

➡️ Click Edit > Amend > Click Save.

Delete Appliance Make

➡️ Click Delete > Type delete > Click Confirm.

Merging Appliance Makes

➡️ Navigate to Advanced Options > Merge Appliance Makes.

Select the appliance make you want to merge.
Choose the make to merge it with from the dropdown.
Follow the instructions in the pop-up message to complete the merge.

Appliance Models

Appliance models provide specific information for engineers and allow customers to reference their appliances for future service.

Add Appliance Model

➡️ Navigate to System Settings > Appliance Models.

Select the appliance group, fuel type, and appliance make.
Add the model number or name.
Click Save.

Managing Appliance Models

Edit Appliance Model

➡️ Click Edit > Amend > Click Save.

Delete Appliance Model

➡️ Click Delete > Type delete > Click Confirm.

Merging Appliance Models

➡️ Naviagate to Advanced Options > Merge Appliance Models.

Use the checklist to select appliance models you want to merge.
Filter by appliance group, fuel type, or make to narrow down the list.
Select the merge option and follow the instructions in the pop-up message.
- When merging, existing appliance details associated with a customer record will be updated.
- Existing certificates will remain as originally entered.

You can use the dropdown in the merge section to mass edit appliance data (e.g., change all selected appliances' fuel types to "Gas").

Appliance Locations

This setting is useful for extending the default list of locations, allowing you to add custom locations like 'playground' that may not be in the system by default. Customizing the locations helps when adding appliances to customers or certificates.

Add a Location

➡️ Go to Profile button > Settings > Use the search functionality or navigate via the left-handed Categories area > Locations.

Add the required appliance or area in the dropdown.
Click Add Location.

Managing Locations

Edit Locations

➡️ Click Edit > Amend > Click Save.

Delete Locations

➡️ Click Delete > Type delete > Click Confirm.

Appliance Fuel Types

Fuel types are important for categorizing various appliances and materials. They allow for customizable entries of fuel types, which can include categories like Gas, Oil, Electrical, Natural Gas, and Propane.

Add Fuel Types

➡️ Go to System Settings > Fuel Types.

Add the required types of fuel for appliances.
Click Add Fuel Type.

Managing Fuel Types

Editing Fuel Types

➡️ Click Edit > Amend > Click Save.

Deleting Fuel Types

➡️ Click Delete > Type delete > Click Confirm.

Mobile App

Fuel Types in the Mobile App

➡️ Appliances > + Button > Fuel.

Reinstalling the Mobile App

If you delete a model or type you need to reinstall the mobile app.
If this is not performed your certificates may become corrupted and irretrievable.
You should always make sure all data has synced to the web before reinstalling otherwise data stored on the device locally will be lost.

Error message

Unknown Data: If data says 'unknown', this is from the older Commusoft system (v3). You will need to reassign appliance types to the correct group. Instructions are provided here.