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Webinars, Tutorials and Guides Direct from Commusoft

Webinar Tutorial

Understanding Suppliers

The Suppliers feature will enable you to organise the way you manage your suppliers in a systematic manner. Enabling you to focus on your customers and book more jobs.

Webinar Features

How to increase customer demand and improve your response time with Commusoft estimates and parts technology

According to the results of SFGSM’s 2017 Field Service Management (FSM) Benchmark Survey. "50% of field service organisations (FSO) put customer demand for a quicker response time as a top capability. "

Webinar

Invoice Addresses

Commusoft understands how invoice addresses can impact your business. The way you set up your invoice address can have a huge impact on how promptly the invoice is paid and, in turn, how much time you spend managing your debtors. This webinar covers: What is the difference between a customer and a work address? How to set up the way an invoice address is displayed on your invoice How to invoice another address How to add the landlord's name to the invoice

Webinar

Estimate Parts

The estimate parts feature will allow you to streamline your estimate process. From adding part kits to requesting part prices from your suppliers using a intuitive supplier portal This webinar covers: How to add part kits to your estimates? What is a part list and when to add a part list? How to request part prices from your suppliers? What happens when the estimate is accepted?

Webinar

Customer confirmations and reminders

Understanding how to as well as when to use the customer confirmations and reminders features will ensure you are efficiently communicating with your customers. This webinar covers: How to let your customer know that they have successfully booked a job How to remind your customer about an upcoming job How to let your customer know that an engineer is on their way How to send your customer follow up emails after the job has been completed

Webinar

Using spreadsheets within Commusoft

Understanding how the spreadsheets within Commusoft work will enable you to improve the efficiency of billing your customers and suppliers. This webinar covers: The difference between the various invoice breakdowns How to add pricing items and categories to your invoice How to raise a credit note How cash allocation works How to use the VAT function to prevent accounting issues

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How to Integrate with MailChimp to send mass emails

Integrating with MailChimp is the easiest way to send a mass email to a particular list of customers in your database.

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What you need to know about emailing through Commusoft

Having your SMTP correctly set up and understanding its function is critical to ensuring all of your important emails are delivered to your customers, in a reliable way.

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How using mobiles is transforming the FSM industry?

According to Gartner: “By 2020, two out of three large field service organisations will equip field technicians with a mobile application that drives profitability by creating revenue streams, efficiency and customer satisfaction." Learn how using mobiles will help your field service business.

Webinar

Here’s what you need to know about the reporting tool

Do you truly understand how your business is performing? The Reporting feature is a great way to ensure your business is running at its most efficient, from both a strategic and operational perspective.

Webinar

Service reminders webinar

Watch an in-depth walkthrough of everything you should know about service reminders. Properly configuring your service reminders with the complex tools available in Commusoft is a powerful way to win business and reduce your workload. From automating admin tasks like sending out reminders and follow-ups at tailored intervals to set up your Service Reminder reports to give you immediately clear insight into who is responding to reminders, when, and why.

Webinar

Understanding and Utilising Commusoft’s Parts Feature

With Commusoft's Parts feature you can manage the way parts are added, ordered from suppliers and invoiced. Parts can be ordered from both the office and by your engineers on the app. This webinar will give you an in-depth look at Parts and help you understand how to get the most value from this powerful feature.

Webinar

How to take online payment on-site and be PCI DSS compliant?

We launched SumUp integration on iOS and Android devices for Commusoft’s clients at the beginning of the year. Commusoft now integrates seamlessly into Sum Up, the leading online payment solution. SumUp is poised to become the first ever global card acceptance brand and is currently available in 15 markets. The company has also developed a full suite of SDKs and APIs for third parties to integrate card payments into their mobile apps, as is exemplified by our partnership with Commusoft.

Features

Commusoft Jobs management

Commusoft jobs management Software

Features

Commusoft customer database

With Commusoft’s customer database you improve customer cross-selling and retention!

Features

Commusoft scheduling tool

Commusoft lets you look at your engineers diaries in a variety of attractive, easy-to-use views: daily, weekly, fortnightly and monthly as well as a list view.

Webinar Features

Commusoft’s estimate software

With Commusoft’s estimate software you can create and send quotations on site, your field technician can take pictures of the work completed and attach them to the quotations.

Webinar

Certificates on Mobile

Have you ever dreamt about creating a certificate that you can preview, email and print from your mobile when you're at a customer's house?

Webinar

Automation

Watch the recorded version of Commusoft - Automation webinar

Webinar

Introduction to Commusoft

Commusoft is an all-in-one, workforce management cloud-based software package designed for small to large companies.

Webinar

Migrating to Commusoft V4

We've made a dozen or more improvements, stabilisations, and added new features to Commusoft job management software. We're now ready to talk about migrations. This webinar cover: An overview of how the migration process will work during the Beta period What you can expect from the Beta A walk-through of the basic workflow - booking a job and deploying it to an engineer devices QA session

Webinar

Invoicing

Improve your cash flow with Commusoft's invoicing feature