Commusoft

Guide to navigating the Customer Record: tabs, details, managing contacts, assets, branches, and customisation.

Customer record

How to add an invoice address to a customer/work address record.

Steps on how to set up a care of invoice address or over ride the invoice address.

Learn how to merge duplicate customer records in Commusoft, transferring all associated data while maintaining key account details.

Learn how to merge or transfer work addresses to ensuring accurate customer records while preserving historical job and invoice data.

Learn how to effectively schedule and manage service jobs to ensure timely services and customer satisfaction.

Manage service reminders to edit, delete, and troubleshoot, ensuring accurate customer communication.

Learn how to add service reminders to your customers and work addresses

Analyze historical service reminder data to track performance, customer behavior, and identify areas for improvement

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