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Training & Onboarding

With Commusoft, you get more than just powerful software. Our experienced training and onboarding team is here to help you configure key areas of the software, while encouraging best practice usage and system workflows.

"The implementation for us was seamless... the training was excellent, and very quickly built confidence within the team."

David A., Ayrshire Tree Surgeons

Commusoft training and support team

Support at Every Step of Your Journey

Confidence no matter your experience level

Our training philosophy

Our expert training team knows Commusoft inside out – not only that, but they know field service businesses too. Their sole purpose is to get you set up using the system in the best way for your business, considering your team dynamic, company size, industry, and many more unique factors. With this tailored approach, our trainers can share their vast experience in the most effective way and help you gain a true understanding of the functions and tools available to you.

Commusoft client services team

Commusoft rating on is 5 out of 5

"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

Commusoft rating on is 5 out of 5

"Customer support rep was fantastic at training, tailoring it to my needs. She went beyond training, to actually give business advice too."

Ondien L. Harvard Heating Services

Commusoft rating on is 5 out of 5

"The implementation for us was seamless... the training was excellent, and very quickly built confidence within the team."

David A. Ayrshire Tree Surgeons

Commusoft rating on is 5 out of 5

"Training provided has been extremely good. Trainer rep has been very helpful and supportive throughout the process of getting our business set up with Commusoft."

Aoife J. Sterling Plumbers

Commusoft rating on is 5 out of 5

"Once you have had the training you can understand why you need it, there is so much you can do to tailor the software around your company."

Brian H. Heating South West

Commusoft rating on is 5 out of 5

“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 as there are so many.”

Luke S. Commusoft User

What's Included

Online sessions

Receive a number of one-to-one online onboarding sessions with our expert team.

Personalised follow up

Dedicated access to your onboarding representative who will follow up between sessions.

Help guides

Unlimited access to our constantly-updated knowledge base and help guides.

"We're not just here to train you. We're here to ensure you get the most value from Commusoft, now and in the future. When your company is successful with Commusoft - we've done our job!"

Iain, Client Success Team

Iain from client success

Training & Onboarding FAQs

  • Training is required to ensure that new Commusoft users get started on the right foot and feel confident with the system. Our expert training team will guide you through best practices and core workflows, so your business can implement Commusoft as successfully as possible.

    Read more about onboarding here!

  • Training is conducted via online screen share and over the phone. Our team utilise TeamViewer, which allows you to see and control the same screen at once. You’ll also be able to chat with your trainer and ask any questions as they guide you through the system. Your trainer will follow up with you by email after each call to recap what was covered and provide any next steps or preparations for upcoming sessions.

  • There is no limitation on how many people can attend training sessions, so as many of your team as you like can listen to the training calls. However, we will primarily work with a designated individual (e.g. your office manager) who will attend all training sessions. They will then be able to disseminate information to the rest of your team as required.

  • Which plan you are on determines the length of your training, please see the number of sessions per plan above. Sessions can be carried out across the set training period as required, though clients typically opt for 1 or 2 sessions per week. All training sessions must be booked and confirmed in advance.

  • Each of our pricing plans comes with a set onboarding package included. However, you can choose to upgrade your training and onboarding package to receive additional sessions, if this would be beneficial for your team.

  • We find that most of our clients do not need on-site training, however, it is available for an additional cost should this be required. The cost of our on-site training packages understandably reflects the significant time and travel impact for our team. Our sales team can discuss these training options with you further.

  • Yes! Refresher training is a great way to keep your team using Commusoft to its fullest, for training new staff, or to learn how to implement new features or workflows. Any of our training plans (Essential, Advanced, Premium, Premium Plus) can be added on at anytime. If you are interested in additional training, please contact our support team who are happy to outline these options.

  • Yes! We maintain a detailed and comprehensive online knowledge base, so you always have access to a wealth of information regarding Commusoft. This includes guides on setting up areas of the system, frequently asked questions, and troubleshooting tips.