“Rio Pools have used the contracts functionality in Commusoft to schedule in our regular maintenance visits for both our commercial and domestic customers. This has really helped us ensure all required maintenance visits on our customers swimming pools, spas, and the associated equipment are carried out and that nothing gets missed. The contracts function allows us to plan the various different visits required in a certain time frame, our customers contract periods tend to be 6 months to 1 year.”
Rio Pools
Rio Pools – Pop Up
Pools
13 Employees
Bristol, UK
The contracts functionality has really helped us ensure all required maintenance visits are carried out and that nothing gets missed.
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More Commusoft case studies
"We have had a brilliant experience with Commusoft.... enabled us save on resources and to focus our business more!"
"Being a small business we ran with manual records before finding Commusoft. It's become an essential time saving customer management tool. "
"The best CRM for plumbing and heating engineers - I would be lost without it and it's worth it. "
"We have had a brilliant experience with Commusoft.... enabled us save on resources and to focus our business more!"
We have had a brilliant experience with Commusoft and all the staff we have come in contact with. In particular, our trainer was exceptional. Very patient and thorough when explaining processes. Nothing was too much trouble and queries were responded to promptly and in detail.
Favourite Features
The automated functions within the system such as service reminders and, feedback notifying customers and engineers of bookings. Having the ability to build and brand templates so we are more effective with resources and helps to reduce error giving a more professional image. The reports and costing functions are extremely useful and again will save on resources and enable us to focus our business more.
Kerry S
Administrator
"Being a small business we ran with manual records before finding Commusoft. It's become an essential time saving customer management tool. "
The software is user-friendly. It makes managing the process from enquiry to invoice and payment very easy. It helps us provide great customer service which is really important. Reporting features help with general business management. There are areas of the software that we aren’t using fully and are looking forward to getting these set up to further support our business.
The support team are quick to review and help us resolve any problems, despite being by email only. Other companies could take a leaf out of their book.
Paul S
Director
"The best CRM for plumbing and heating engineers - I would be lost without it and it's worth it. "
I have used Commusoft for 8 years. Very few problems. Their support ticket system works very well. Our customers are impressed with the detailed job reports, record keeping, invoices, service reminders and automated communications. I am not the most organised person so without this I would be lost. We have records of every visit, quote, invoice and part fitted for every customer over the last 8 years. It takes time to use but it’s worth it.
Favourite Features
Detail of record keeping such as appliance, stop cock and gas meter location. Integrates with Xero very well for invoices, debtors etc. Detailed reporting for sales, profit and engineer performance. Sending service reminders and booking confirmations by SMS or email. Let’s customer know when the engineer is on their way. Uploading images and files to the job. Adding and saving parts to the job. Digital safety certificates, service/commissioning records, job reports, invoices and statements. Engineer job questions when they arrive or leave. For example “what parts did you use, have you put a sticker on the boiler”.
Michael S
Director
