To utilise Commusoft JMS effectively for your business, we recommend following these steps. This article will teach you the basics of using Commusoft as an owner or manager, as an account administrator with access to all settings and functionality.
Getting started
Before diving deeper into Commusoft's JMS features, make sure you've completed the steps outlined in the Getting started with Commusoft article and logged into your account.
Adding users
Adding users to Commusoft is essential, as they represent your employees, including office staff, engineers/technicians, accountants, etc.
Adding a User: Add each user's details.
You don’t need to add all users immediately, more can be added at a later date.
Each user requires a license, ensure you review your existing licenses.
Select the user's role: Each user must be given an access role that determines their responsibilities and security access.
Select the user's access: You need to decide what access they can have mobile access, computer access or both.
The following guides on passwords may also be helpful:
Customers and work addresses
Customers are crucial for creating estimates, jobs, and service reminders.
Customers: Any entity you perform work for, such as private customers, businesses, or estate agents.
Work addresses: Properties where jobs or events occur, owned by customers (e.g., tenant properties).
Service reminders
Service reminders notify customers when a property requires routine maintenance, eg., a Gas Safety inspection.
Configure service reminders in your Settings.
Notifications are sent for both when automated reminders have been sent or when manual reminders are due for you to send.
Diary/Schedule
The diary/schedule displays the calendar for all users, allowing you to manage appointments.
Office staff: Can be assigned normal events.
Engineers/Technicians: Can be assigned estimates and jobs.
Estimates
Estimates are linked to a customer or work address and can be accepted or rejected by the customer.
Accepted estimates can be turned into jobs to be completed immediately or later.
Jobs
Jobs are linked to a customer or work address and carried out by engineers via the mobile app. They can then be completed either via the web or mobile app.
Jobs can be invoiced after completion.
Book appointments when customers request jobs or services.
Suppliers
Suppliers are critical for creating purchase orders, supplier invoices, and credit notes.
A supplier is anyone who provides parts or services to your business.
Reporting
Advanced reporting helps you track business performance across financial and operational aspects.
Access a wide range of reports to analyse each area of your business.
Need help? Contact the Client Services team for assistance:
Email: [email protected]
Phone: 020 3026 6266, Option 2 > Enter your account ID
Operating Hours: Monday to Friday, 9 am to 5 pm (excluding public holidays).
Our Client Services team is here to assist with technical queries and software issues. They can guide you on accessing features and answer basic app-related questions.
If you do not see one of the listed features, it may not be available on your current plan. Contact our Sales team for more information:
Phone: 020 3026 6266, Option 1
Operating Hours: Monday to Friday, 9 am to 5 pm (excluding public holidays).