Welcome to Commusoft! This guide provides an overview of what to expect when you begin using your account and how to get started with essential setup and training.
Step 1
Logging in for the first time
Upon account creation, you will receive a welcome email containing:
Commusoft account ID
Username
The password creation link is valid for 24 hours. After the link expires, you will need to reset your password.
Setup wizard
Once logged in, complete the setup wizard to configure your account.
While you can start using your account right away after completing the setup wizard, it's recommended to set up the basics before proceeding.
Step 2
Preparing for setup
System spec: Ensure your devices meet the minimum specification to use Commusoft effectively.
Log in via a browser at https://app.commusoft.co.uk.
You can find out more about the supported browsers in the usage tips article.
Mobile app: Search for Commusoft in the Apple App Store on iOS or Google Play Store on Android.
Preparing for integrations: Before integrating with other software, let us know your preferences so we can assist. You can review the integrations available on our website.
Step 3
Setting up your users
Add users: Each user requires a license. Review your licenses and assign roles with specific levels of access.
Remember, you control your users so you do not have to add them all straight away.
Learn more about users, user roles and licenses.
The following guides on passwords may also be helpful:
Step 4
Recommended settings
➡️ Navigate to your Profile icon > Settings
Letterhead: Use our simple and smart letterhead or upload your own company letterhead and footer. These will appear on the top/bottom of all letters you produce within Commusoft.
Diary/Schedule settings: Configure these options to allow you to observe and change the way in which your schedule operates.
Email setup:
Connect your email for sending emails directly through Commusoft.
Set up your email signature for branding all communications.
Branding: Adjust branding colours for PDF documents (e.g., invoices, estimates).
Customer types: Configure customer types to organise your customers effectively.
Creditor days: Set up creditor days to manage payment terms with customers and suppliers.
Advertising sources: Track where your customers come from to measure marketing effectiveness.
Step 5
Know the basics
We recommend you start your learning by working through the article for owners/managers.
Step 6
Test customer/work address
Add your first customer: Add a test customer and a test work address to serve as your test account. Enter accurate details about yourself to act as a customer within Commusoft. Use this account to practice, learn, and check your settings without changing any real customer data.
Web users
This is a basic outline of usage for a web user.
Add a job to the test customer:
Search the test customer address
Book appointment(s) for the job
Action the appointment using the mobile app or action the job when not using the mobile app
Close the job by:
Marking it as free of charge or
Aborting it or
Add a job to the test work address
Search the test work address
Book appointment(s) for the job
Action the appointment using the mobile app or action the job when not using the mobile app
Close the job by:
Marking it as free of charge or
Aborting it or
Add an estimate to the test customer
Search the test customer address
Book an appointment for the estimate or proceed without an appointment
Action the appointment using the mobile app or action the estimate when not using the mobile app
Accept or reject the estimate
Mobile app users
This is a basic outline of usage for a mobile app user.
Appointments:
Accept / Reject: Review and respond to all appointments either at the start of the day or the night before.
View notes & access method: Review notes and access details for all appointments at the start of the day or the night before.
Job actions:
Travel / Abort: Follow the Key in the Ignition rule for starting a journey or abort if unable to proceed.
Arrive / No access: Use the Foot in the Door rule to mark arrival or take a photo and leave informative feedback if no access is granted.
Appliances and references:
Appliance: Check, add, or update appliance details.
Technical references: Check or update relevant technical references.
History and attachments:
Job diary history: View the history of actions performed on the job.
Property history: Access historical records associated with the property.
Attach files: Upload or view files related to the job.
Take photo: Add or view photos taken during the job.
Certificates and office tasks:
Complete certificate: Fill out or clone certificates as required.
Office task: Assign tasks to web users when a more visible notification is needed (e.g., for input errors or missing details).
Job feedback:
Job report: Complete a detailed and informative report, which can be updated throughout the job.
Finishing the job:
Leave: Once the work is completed/handing over to the customer.
Mark as Complete:
YES: If you need to invoice.
NO: If further attendance is required.
Additional resources
Announcements: Stay updated with in-app announcements
for Commusoft news and updates.System Status: Track system performance via the status page and subscribe for email updates during maintenance or disruptions.
Commusoft Blog: Explore valuable insights, tips, and success stories designed to help grow your business.
Newsletter: Receive a fortnightly update, with free content, news, and resources for you to explore.
Support Contact
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. While they can’t walk you through tasks step-by-step, they’re always happy to point you in the right direction to get started confidently.
With these steps and resources, you'll be up and running confidently with Commusoft. Reach out if you have any questions or need further guidance.