This tab works the same way on work address records as on customer records.
All Works tab
The Customer Record loads on the All Works tab by default, which contains two main sections:
Ongoing Works: Displays all current estimates and jobs for the property. View or add new works from this section.
Users can adjust the number of entries displayed, allowing up to 100 items on one page. This makes it easier to find jobs without having to navigate multiple pages.
Property history: The history on a property dashboard is a list of past records for previous works. It displays the entire history of works, including estimates, invoices, and jobs marked as completed, aborted or free of charge.
All historical data for work completed at the main property and all associated work addresses is displayed on the main customer.
The default view displays all past jobs (completed/aborted), credit notes, estimates, opportunities and invoices sent to the customer. With a large number of work addresses (eg. estate agent customers), the filters can be used to reduce the number of records displayed. Using the 'Show parent properties only' filter will remove any work address records from the list.
Communications tab
This tab provides a complete overview of communications with the customer, pulling data from multiple sources in Commusoft to ensure no information is missed.
Key features include:
Pinned Notes: Important notes are prominently displayed at the top of the page with a red "Important" label, ensuring they are always visible.
Add Records: Users can add records such as notes, emails, and calls, and use the star icon to pin important records for quick access from the toolbar.
Scheduled Activities: This feature has replaced the old service reminders and allows you to add and manage scheduled activities directly from this tab, such as follow-up calls or maintenance schedules.