Features

Commusoft's field service software is designed to help almost any size company complete more jobs per day, provide high-quality customer service, and ensure accurate and fast invoicing. See our full feature list below.

Job Planning and Scheduling

Enhance job planning with software that keeps track of every ongoing and past job. Organize technicians with an intuitive scheduler, plus maximize efficiency with powerful planning and tracking tools.

Work Order Management

Manage work orders from booking to completion, tracking the progress along the way.

  • Add and organize jobs
  • Track job status
  • Send confirmations

Service Scheduling

Schedule appointments with a drag-and-drop calendar and easily organize your technicians.

  • Multiple views available
  • Filter by tech or skill
  • Sync in real time

Intelligent Scheduling

Automate scheduling with a responsive system that saves hours of admin and travel time.

  • Automated suggestions
  • Select the right technician
  • Schedule the shortest route

Online Booking

Allow customers to book jobs and services online and schedule directly to your team.

  • Take website bookings
  • 24/7 lead generation
  • Convenient for customers

Real-Time Vehicle Tracking

See where your vehicles are in real time and gain insight into efficient vehicle handling.

  • Dedicated GPS trackers
  • View trip history
  • Safe driving data reports

Quoting

Prepare professional quotes from the office or in the field, adding the exact parts needed.

  • Save time with templates
  • Include attachments
  • Customers accept online

Asset Management

Keep a log of all assets at a property, including type, model, and service history.

  • Detailed asset records
  • Make informed decisions
  • Save time on site

Service Contract Management

Manage service contracts and PPM schedules to stay organized and increase compliance.

  • Contract templates
  • Planned preventive maintenance

Mobile Workforce Management

Empower technicians through a comprehensive mobile experience, bringing schedules, work orders, checklists, customer signatures, and more on the go. Real-time syncing keeps everyone on the same page.

Mobile App

Our iOS and Android app puts powerful work order tools in your tech's hands.

  • On-the-go scheduler
  • Track digital work orders
  • Works offline

Custom Forms

Create the exact forms that your business needs and deploy to your technicians.

  • Create your own form
  • Deploy to technicians’ devices
  • Obtain digital sign off

Office Tasks

Create and assign tasks for office staff that are linked to a quote or work order.

  • Delegate tasks to users
  • Track current status
  • Organize with tags

Customer Communication

Access customer details and conversation logs at any time, plus improve communication with automated service reminders, convenient online portals, and popular integrations.

Customer Database

Organize customer records in a single database, storing contact details, addresses, and more.

  • Searchable database
  • Manage multiple properties
  • Log customer appliances

Service Reminders

Automatically send customizable service reminders, helping you increase recurring revenue.

  • Customizable templates
  • Choose the timeframe
  • Email, SMS, or letter

Alerts & Notifications

Keep customers updated and in the know with automated alerts and notifications.

  • Personalize messages
  • On the way messages
  • Send emails and texts

Customer Portal

Give your customers access to monitor jobs, appointments, invoices, and forms.

  • 24/7 online access
  • View properties and jobs
  • Add new job requests

Quoting Portal

Let customers accept quotes online, increasing efficiency and customer satisfaction.

  • Sent via email
  • Faster response
  • Online deposit payments

Technician Tracking Portal

Enable customers to track the location of technicians traveling to their property.

  • Uber-style interface
  • Share technician profile
  • Reduce no-access jobs

After-Sales Care Portal

Gain insight into customer satisfaction with a simple, automated feedback system.

  • Receive feedback
  • Recognize problems
  • Implement changes

VoIP Phone System

Connect your existing VoIP phone system to help offer better customer service.

  • Make and receive calls
  • View customer details
  • Log notes and recordings

Inventory & Vendors

Track parts, purchase orders, and vendors, allowing for accurate evaluation of costs and ensuring maximum profitability. Plus, keep inventory organized and accounted for, whether in the warehouse, office, or a truck.

Parts Management

Track available, requested, and on order parts, allowing you to manage your parts efficiently.

  • Import lists of parts
  • Automatic invoicing
  • Real-time syncing

Inventory Management

A multi-location inventory system for field service businesses to track and manage inventory.

  • Full inventory workflow
  • Warehouse management
  • Mobile app

Vendor Management

Build a database of your vendors, showing purchase orders and any money owed all in one place.

  • Customizable dashboard
  • Vendor communication logs
  • Request prices for parts

Purchase Orders

Create POs from anywhere, easily transferring parts from jobs to speed up the process.

  • Link POs to jobs
  • Searchable records
  • Convert to invoice

Vendor Payments

Easily raise vendor invoices and track payments from the vendor dashboard.

  • Invoice against jobs
  • Link to accounting integrations
  • Profit reports against jobs

Automated Invoice Import

Drag and drop to upload, read, and import vendor invoices, without manual data entry.

  • Drag and drop vendor invoices
  • Hassle-free automation
  • Reduce human errors

Finances

Take control of business finances with time-saving features, such as in-the-field and online invoicing and payments, plus debt tracking.

Invoicing & Billing

Professional invoices can be generated by techs in the field, ensuring swift payment.

  • Automated emails
  • Branded PDFs
  • Letters to print

Automated Invoicing

Automate invoicing for a seamless and consistent billing process every time.

  • Price by type of job
  • Advanced automation rules
  • Vary by type of customer

Online Payment Portal

Get paid faster and provide convenience with easy online invoice payments.

  • Get paid from anywhere
  • Credit and debit cards
  • Reduce late payments

Accounting Integrations

Integrate with accounting packages, improving finance and payment management.

  • Multiple options
  • Automatically sync data
  • Reduce double entry

Reporting

Gain oversight of business performance with comprehensive reporting for profits, jobs, parts, and more. Custom reports, dynamic filters, and a configurable dashboard allow reporting to be tailored to your business needs.

Reports & Dashboard

Keep track of business data and metrics to help your business succeed even more.

  • Data visualization dashboard
  • 40+  preconfigured reports
  • Customizable reports

Timesheets

Generate accurate timesheets based on employee travel, arrive, and leave times per job.

  • Links to mobile app
  • Filter by user and date
  • Printable PDFs

Job Costing

Keep track of the cost of all labor, travel, and parts required for a job, enabling accurate pricing.

  • See total job costs
  • Link with timesheets
  • Maximize profitability

Service Level Agreements

Track SLAs to ensure you avoid penalty fees and increase attainment rates.

  • SLA counters
  • Instant notifications
  • Compliance reporting

Security

Protect critical business and customer data with industry-leading encryption and privacy features, manage users and security levels, and perform company-wide audits.

User Management

Manage staff details, security access levels, important documents, and other HR data.

  • Contact details
  • Industry credentials
  • Notes

Role-Based Security

Assign users to different roles to provide or restrict access to certain data and functions.

  • Keep data secure
  • Restrict access as needed
  • Custom roles available

System Audits

Precise audits show every action taken by each user, providing complete accountability.

  • View all system logins
  • See device usage
  • Track mistakes

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