When you first log in to your Commusoft account, you will be prompted to complete the setup wizard to configure some fundamental settings and optional functionality.
Setup Wizard
You can follow the setup wizard as it guides you through the configuration screens.
Required fields: Marked with an asterisk (*).
Editable later: You can update some of these details later through Settings.
Configuration Steps
Company details: Enter your company's basic information; name, address, and contact details.
Click here to view an example
Click here to view an example
Company numbers: Add your company's registration numbers.
US: Enter tax number | UK: Enter VAT number
UK: Enter industry numbers (eg., Gas Safe number, OFTEC number)
Click here to view an example
Click here to view an example
Bank details: You can decide if you want to display your bank details on invoice PDF documents for customer reference or to take payment via bank transfer.
Enable: Select yes to display the details.
Message: Enter a message to display for the customer, (eg., our preferred method of payment is BACS).
Enter the account name, number and sort code of the chosen account.
Click here to view an example
Click here to view an example
Customer account number: Set the starting number for creating customer accounts.
1: For a simple, sequential numbering system.
1000: To start with a higher range of account numbers.
Custom: Use if you have a predefined customer referencing system in place.
Click here to view an example
Click here to view an example
Job Number: Set the starting number for creating jobs.
1: For a simple, sequential numbering system.
1000: To start with a higher range of account numbers.
Custom: Use if you have a predefined job referencing system in place.
Click here to view an example
Click here to view an example
Estimate number: Set the starting number for creating estimates.
1: For a simple, sequential numbering system.
1000: To start with a higher range of account numbers.
Custom: Use if you have a predefined estimate referencing system in place.
Click here to view an example
Click here to view an example
Invoice number: Set the starting number for creating invoices.
Manual: The user will need to input a number each time an invoice is created.
Sequential (Recommended): Start with a specific number, and invoices will follow in order automatically.
Click here to view an example
Click here to view an example
When using manual invoice numbers, automated features that rely on invoices will not work
By completing these steps, your Commusoft account will be tailored to your operational needs, enabling smooth workflows and efficient management of customer, job, and financial data.
Where to start next? Check out the Getting started with Commusoft article.