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Company details

Updated over 3 weeks ago

Store your company details in Commusoft to ensure consistent information appears on all documents, including custom forms, estimates, job reports, invoices, and service reminder letters. This tool is especially useful if you are creating letterheads within Commusoft.


View Setting

➡️ Profile Icon > Settings > Your business details > Company Details > View


Adding Company Information

➡️ Go to Company Details

  1. Enter your Company Name.

  2. Fill in Location Details such as address and postal code.

  3. Add your Email Address and Telephone Number.

  4. Include any additional Fax Number and Website URL if applicable.

  5. Save to apply these details to all documents generated through Commusoft.

💭 Can't see the changes on your documents? You may have a full image letterhead and/or footer uploaded to your account. This will override any text details on your documents. Check out the article on Letterhead settings for more information.

💭 Can I manage multiple business entities or companies within a single Commusoft account?

Commusoft is designed to manage a single business entity within one account. This means you can only configure one primary company logo, one set of company details (address, contact info), and one set of bank details for all financial transactions and documents generated through your Commusoft account.

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