Find everything about the visit in one place, including the customer's contact details and directions to the property.
The job screen is the first thing you see when you open an appointment. It holds the work details, the address, and the people to speak to when you get there. For the whole screen and the More menu, read The job screen in the mobile app.
What is on the job screen
At the top
The job number, and the More menu icon, which opens everything else attached to the job â forms, assets, parts, photos and more.
Appointment notes
Anything the office wants you to know before you arrive. Tap Edit to add or change a note.
Appointment details
Who the job is assigned to, and the date and time booked.
Site information
The Location â the full address, with a map â and the Site contact, the main contact at the property, with their phone number and email address.
Customer information
Who the customer is. On a work address, such as a rented property, this shows the parent customer â the landlord or agent â rather than whoever lives there. A Customer contact only appears when the job has its own contact.
The buttons at the bottom
These change as the job progresses â Accept, then Travel, then Arrive, then Leave. Read How to accept, travel to and arrive at a job in the mobile app.
Contacting the customer
âĄď¸ Open a job > tap the More menu > Contacts
Contacts are listed with a green Primary badge on the main one, each with their phone number and email address. The site contact on the job screen shows the same details.
Getting to the property
Tap the Location (the address or map) and choose Google Maps or Waze to open directions.
The app you choose the first time becomes your default. To change it, tap your profile icon on the home screen > Preferences > Map default view, choose Google Maps or Waze, then tap Save.
Note: If you choose Waze and it is not installed on your phone, the app shows a message. Install Waze, or switch your default to Google Maps.
Note: If the map area reads Unable to plot the address on a map, Commusoft could not place that address. The job still works â ask the office to check the address if you need directions.
Common questions
Where do I find the customer's phone number?
The site contact's phone number is on the job screen under Site information. For everyone else on the job, open the More menu, then Contacts.
Why is there no phone number for a contact?
That contact has no phone number saved in Commusoft. Ask your office to add one.
Can I choose between Google Maps and Waze?
Yes. The first time you tap the address you choose one, and it becomes your default. To change it, tap your profile icon > Preferences > Map default view.
Why does the customer name differ from the person at the property?
The job is at a work address that belongs to another customer, such as a landlord or letting agent. Customer information shows who the work is billed to; Site information shows who you will meet.
Can I add a note to the job?
Yes. Tap Edit next to Appointment notes on the job screen to add or change a note.
What does the Primary badge on a contact mean?
The Primary badge marks the main contact for that property â the person to deal with first.