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Webinars, Tutorials and Guides Direct from Commusoft

Webinar Features

Real-Time Vehicle Tracking

Real-Time Vehicle Tracking enables true oversight of your vans. See where everyone is in real time and get access to crucial information like whether an engineer is on the move and how they are driving.

Webinar Certificates

Managing Certificates in Commusoft

An overview of the different options you have when it comes to using or acquiring field service certificates within Commusoft.

Webinar

naturalForms and Commusoft Integration webinar

How to digitalise your field service business with the naturalForms and Commusoft Integration

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

Increase customer demand and improve response time with 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 Tutorial Features

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.

Webinar Tutorial Features

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 an intuitive supplier portal

Webinar Tutorial

Customer confirmations and reminders

Understanding how to as well as when to use the customer confirmations and reminders features will ensure you are effectively communicating with your customers.

Webinar Tutorial

Using spreadsheets within Commusoft

Understanding how the spreadsheets within Commusoft work will enable you to improve the efficiency of billing your customers and suppliers.

Webinar Tutorial

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.

Webinar Tutorial

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.

Webinar

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.

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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.

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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.

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?

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Automation

Watch the recorded version of Commusoft - Automation webinar

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Introduction to Commusoft

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

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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