Outlook

Boost your productivity by having customer and work order information appear directly within Outlook.

Respond to emails quickly

Access up-to-date information where you need it most - within your inbox. Reply to customers quickly and professionally without having to leave Outlook.

Access customer information

See customer information, including contact details, ongoing jobs, work history, and any outstanding debt, ensuring you have relevant information on hand.

Easily add new work order

Add a new job without having to leave your inbox. When an email exchange turns into a booking, you can add it to Commusoft right away.

How does it work?

By integrating Commusoft into Outlook, you will access customer and job information directly from within Outlook when a customer emails you. Our Outlook integration also allows you to build a series of email replies within Commusoft, so your team will have a complete view of the conversation. Therefore, you can quickly check relevant details such as address, ongoing jobs and estimates, work history and any outstanding debt. This allows you to reply with accurate information, boosting your productivity and giving you the resources to improve your customer service.

What Do I Need?

You will need both a Commusoft account and an Outlook email in order to use them together. Simply install the Commusoft add-in and they will integrate together seamlessly.

Outlook integration and Commusoft Overview

How to make the most out of your Outlook integration?

Commusoft is a cloud-based, purpose built, all-in-one software that will help field service businesses to digitize their processes. Additionally, users can manage their operations from any location, on mobiles and tablets. Consequently, these users can increase their revenue and productivity. Microsoft created Outlook as a leading email and calendar service that you can use to communicate, stay on top of what matters and get things done.

Bringing Commusoft into Outlook is a big step towards enhancing your office workers’ tasks and providing them with up-to-date information where and when they need it. Consequently you can respond to customers faster, improving your relationship. Plus, your customer emails from Outlook will be archived alongside the customer record in Commusoft. This will save office staff from spending their time searching for customer details and job information. We’ve written a whole blog post about all the benefits and how to access these on our Product Blog.

 

The customer support we have received has been the best of any company we work with. Natalie O, A&G Group
The training we received was 5 stars and went above and beyond to ensure we were using all the functions the software has to offer. Luke S, Ableforce Services Ltd
Support team was amazing. Their knowledge was so good and it really helped us use the software exactly how we want it to work. Oliver G, Buckinghamshire Heating Ltd
The training was brilliant. Support staff was exceptional at her job and really puts you at ease with what you are doing on the software. David E, Epic Global Group Ltd
Can't reiterate enough how much I enjoyed training with the customer representative. She's a credit to your company. James G, Ledi Plumbing & Heating
The initial raining over the telephone was in-depth and lots of support was given. Sue J, JDL Electrical Systems Ltd
 

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