Manage your Commusoft plan details, licenses, storage allowance, and contract information to keep track of your account activity and ensure optimal utilization. Understanding the licensing options allows you to choose flexible solutions for your team and make adjustments as needed.

View Setting

➡️ Profile Icon > Settings > Billing and Licensing > Licenses > View

License emails go to the email address in your Company details
A signature must be provided when purchasing a license.
Pending licenses are not charged, they will expire after 30 days.
Owner/manager and Financial office staff roles can access Licenses.
License cost is based on plan and license type.

Commusoft Licensing Types

Choose a license type that best suits your business needs for flexibility in user management.

Job Management System (JMS)

Click here to explore the Jobs licence types

Contracted License
- Committed to a 12-month contract, with charges billed monthly.
- Cannot be deleted and can only be reduced upon contract renewal.
Monthly Rolling License
- Flexible and can be added or removed as needed.
- Ideal for temporary staff or probationary periods, billed monthly.
Daily License
- For part-time or subcontractor roles, billed retrospectively.
- Charges apply when:
  - A diary event is booked or actioned.
  - Logging in on a PC/Mac.
- Not available on legacy plans.

Click here to explore the Jobs role levels

Engineer
- This user has the most basic access to the system, only what is required for them to view and complete the jobs that they are assigned. They cannot edit their own diaries.
Engineer with diary (Engineer +)
- This user has the same permissions as a standard engineer but with the added ability to add to their own diary if need be.
Engineer with invoice (Engineer with diary +)
- This is a standard engineer with the ability to add to their own diary as well as being able to create invoices.
Senior engineer (Engineer with invoice +)
- This user is a standard engineer with the ability to edit everyone’s diary and to create invoices.
Office staff (Senior engineer +)
- This user is a standard member of the office staff. This person will generally create and manage jobs and general office work. They can also raise invoices and manage customers but have limited access to reporting areas.
Financial office staff (Office staff +)
- This user is a standard member of the financial office staff. This person will generally create and manage jobs and invoices, with more extensive reporting features.
Owner/manager (Financial office +)
- User will have full access to all features.
- Responsible for assigning roles and licence to other users.

Download a spreadsheet detailing the role configurations.

JMS Storage Allowance

License storage data is pooled across the account:

Startup: 1GB per license
Go Paperless: 10GB per license
Customer Journey: 20GB per license
Automation: 30GB per license

Note: Only Contracted and Rolling licenses include storage data allowances.

Sales CRM Licenses

Click here to explore the sales licence types

Sales Person - Contracted
- Committed to a 12-month contract, with charges billed monthly.
- Cannot be deleted and can only be reduced upon contract renewal.
- Full access.
Sales Support - Contracted
- Committed to a 12-month contract, with charges billed monthly.
- Cannot be deleted and can only be reduced upon contract renewal.
- Limited access
  - Attached files
  - Customer database
  - Diary
  - Opportunities.
Sales Person - Monthly Rolling
- Flexible and can be added or removed as needed.
- Ideal for temporary staff or probationary periods, billed monthly.
- Full access.
Sales Support - Monthly Rolling
- Flexible and can be added or removed as needed.
- Ideal for temporary staff or probationary periods, billed monthly.
- Limited access
  - Attached files
  - Customer database
  - Diary
  - Opportunities.

Click here to explore sales role levels

Sales support licence
- Accept: Proposals
- Reject: Proposals
- Send: Proposals
Sales person
- Create: Opportunities, Add-ons, Finance, and Proposals from templates.
- Access: Opportunities dashboard
- Send: Proposals
- Add: Communications, Scheduled activities.
Senior sales person (Salesperson +)
- Create: Email templates, SMS templates
- View: The financial breakdown for proposals, Set default editor styles.
Sales manager (Senior sales person +)
- Add: Sequences, Option templates, Survey templates, Proposal branding, Saved colors, Custom fonts.
Sales director (Sales manager +)
- User will have full access to the Sales CRM and they are responsible for setting up the templates, application.
Owner/manager (Sales director +)
- User will have full access to all features.
- Responsible for assigning roles and licence to other users.

Sales Storage Allowance

License storage data is pooled across the account:

Add-on: 0GB per license
Starter: 50GB per license
Advanced: 100GB per license

Note: Only Contracted and Rolling licenses include storage data allowances.

Viewing Your Licenses

➡️ Navigate to Profile Icon > Settings > Billing and Licensing > Licenses > View

Purchasing a License

➡️ Purchase New Licenses

Enter the required number.
Review cost and contract details.
Click Save to complete the purchase.

Deleting a License from your account

➡️ Remove Monthly or Daily License

Select either Monthly Rolling or Daily License.
Enter the number of licenses to delete.
Click Delete Licenses to confirm.

Monthly and Daily licenses cannot be deleted if assigned to an active user

Downloading Your Contracts

➡️ Download Contract PDF

Click Download Contracts to receive a Zip file with your signed contracts.

Assign a License

➡️ Profile Icon > Settings > Users

Add new user
Choose Licence
Set Role Level
Save

Edit a licence on an exiting user