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.

Add an invoice address

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

Invoice settings

Send statement

Customer communications timeline

Property history

Help Centre Guide: Understanding the work address

Work address record

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

Merge customers

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

Merge/transfer work addresses

Process reminders, service reminders, send reminders, review reminders, manual send, automatic send

Service reminder widget

Service reminders (Overview)

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

Scheduling service jobs

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

Managing active Service reminders

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

Adding Service reminders to customers

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

Service reminder report

Managing Customers

Find answers and get help from Intercom Support and Community Experts

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