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Job Management (JMS)
179 articles
Book a diary event - Assigning job workflow templates
Booking multiple engineers into one job
Intelligent scheduling
Why are event notes not showing on the diary?
Why are notes for an engineer not showing on the diary?
What do I do if I see the 'Out of day range on diary' error?
Why are diary events being cancelled?
Why are diary events being cancelled?
Why isn't my diary description changing when I edit the job description?
How do I send a reminder to the customer/work address?
How do I add a user to the diary?
Why can't I drag and drop a diary event?
Diary (Overview)
General diary usage
General diary usage
What is the difference between cancelling and deleting an event?
Landscape diary view
How do I change a users colour on the diary?
Diary views
Recurring events
Special events
Diary navigation
Calendar navigation
Add and remove users from the diary
Filter the diary by user group
Diary event statuses and icons
Appointment statuses and icons
How to use the calendar
The diary side panel
Moving diary events
Editing an event in the diary
Cancelling an event in the diary
Sending confirmations and reminders for events
Viewing engineer feedback
How to use the 'nearby event' feature in your diary
Diary Management Guide
What is the difference between a 'Pre-final' invoice and a 'Final' invoice?
Are reverse VAT charges applicable in Commusoft?
How do I convert a final invoice into a different type of invoice?
Why is the final invoice total not calculating accurately?
How do I add a retention invoice?
How do you edit a payment?
Why do I have missing invoice numbers?
Why am I unable to save invoice after editing?
Why am I unable to save invoice after editing?
Invoicing (Overview)
How do I edit the 'work completed on' date on an invoice?
How do I edit & convert a draft invoice into an invoice?
How do I convert an invoice into a draft?
Add an invoice
Domestic Reverse charge VAT
How do I change the VAT amount on an invoice?
Automated invoicing
Invoice types
Can I create an invoice without creating a job?
How do I convert an invoice into final invoice?
Add a draft invoice
How do I edit an invoice?
Add a credit note to a customer
Why isn't my invoice printing?
Invoice notes tab
Add a credit note against an invoice
Why are my nominal codes not set up correctly?
Why are my nominal codes not set up correctly?
Refunding a credit note
Adding a payment to a customer invoice
Adding payment to a customer invoice
Cash allocations
Jobs (Overview)
Job: Notes & communications
Deleting a job
Terminate a job
Abort a job
Mark a job as 'Free of charge'
Place a job on hold
Add additional works
Sending a job report
Add a reminder to a job
Link a job as a recall to another job
Adding a job
Create a recall job
Incomplete parts on completed/closed jobs or estimates
Suggested appointments
Adding labour costs
Rearrange a job
Editing an existing job
Create a purchase order for a job
Job status widget
Viewing job details
Schedule an appointment for a job
Book a diary event for a job
Job Workflows (Overview)
Adding parts to a job
The 'Job booking portal' tag
Job dashboard
Job dashboard
AI Supplier Invoice Auto-Import Feature
Purchase orders - Unit cost from part prices or supplier prices & supplier product code
List of supported suppliers
Dragging and dropping invoices
Supplier (Overview)
Vendors (Overview)
How to pin a supplier to the home screen
Adding a purchase order
Supplier details page
Vendor details page
Supplier contacts page
Vendor contacts page
Delete a purchase order
Supplier notes and communications page
Vendor notes and communications page
Adding supplier invoices
Delete a supplier
Delete a vendor
Adding an invoice from a purchase order
Delete a supplier invoice
Cash allocation for suppliers
Add and allocate supplier credit notes