Reduce admin tasks
Don't spend your time searching through filing cabinets for records, or asking customers the same details over and over. Once you add customer information into the database, you can rely on that data for future visits and locate it using a convenient search bar.
Centralised customer data
Commusoft's CRM software eliminates the paper trail; collating all customer, job, and communication records together. Notes, emails, SMS, and phone calls are all logged against customers and jobs for easy access anytime.
Manage estate agents and landlords
With the customer/work address relationship you can easily link one or thousands of properties to a single owner, letting you properly manage different types of customers and their properties.
The heart of your business
Without customers, your business wouldn’t exist. With job management software you can make sure that they’re organised and well looked after. Customers are happy when service businesses remember the work they’ve done before, understand and remember their needs and problems, and communicate effectively – Commusoft’s customer database is central to all of these.
Contact details and communication preferences
Store all of your customers’ contact details in a secure place. You can even add companies, estate agents, landlords, and more – plus assign multiple contacts to one property. We know that everyone has their own preferences, that’s why you can select which communication method is preferred by each contact. You can select whether they prefer a phone call, SMS text message, email, or letter, making sure you communicate with them effectively.
Commusoft offers a powerful search available on both the web and mobile app. Easily and quickly search for a customer, phone number, property, job number, invoice number, suppliers, parts, and much more. Find whatever it is you’re looking for in seconds with our customer database search.
Store files against customer accounts
The customer-relationship management (CRM) system provides a single area to store files against a customer and eliminates paperwork. You can attach anything you like to a customer, whether it be a PDF, image, audio file, Excel spreadsheet or product manual. These files can be uploaded, viewed, and downloaded from the computer or mobile meaning engineer’s can access them wherever they are.
View appliances and other technical information
Having the right information to hand is always a plus. With a single click you can view all of the appliances against a property and the location of other items such as the carbon monoxide alarm. This not only speeds up your response, but avoids wasting time on a site visit, or long phone calls when booking in a job.
There are many repetitive and time consuming tasks in the field service industry, but they’re essential if you’re going to provide a great customer experience. To save you time, Commusoft can streamline and automate many things, including: job confirmations, estimate reminders, service reminders, and after sales care (to name a few) meaning you can concentrate on the important stuff.
Are you ready to take your customer management to the next level?
Discover the many ways that Commusoft can help your business become more organised, efficient and profitable with a free two-week trial. Hundreds of field service businesses have already taken the step and begun to expand their business with the help of all-in-one job management software.
- Works on Any Device
- All-in-one Software