Storing your company details in Commusoft ensures consistent information appears on all documents, including custom forms, estimates, job reports, invoices, and service reminder letters. This is especially useful if you are creating letterheads within Commusoft, as it centralises your business information, reduces errors, and saves time.
How to access the Company details setting
➡️ Go to your Profile icon → Choose Settings → Locate Your business details in the Categories menu → Click View next to Company details
How to add your company information
Follow these steps to enter or update your company's core details. This information will automatically populate across relevant documents in your account.
Enter your Company name.
Fill in the Location details such as your address and post code/zip code.
Add your primary Email address and Telephone number.
Include any additional Fax number and Website URL if applicable.
Click Save.
By centralising this information in the Company details section, you reduce errors and maintain consistency across various modules of Commusoft.
Once saved, these updates will automatically reflect across invoices and billing details, ensuring the consistency of all related account information.
Common questions
💭 Can I manage multiple business entities or companies within a single Commusoft account?
Commusoft is designed to manage a single business entity within one account. This means you can only configure one primary company logo, one set of company details (address, contact info), and one set of bank details for all financial transactions and documents generated through your Commusoft account.
💭 Why aren't my new company details showing on my documents?
You may have a full image letterhead and/or footer uploaded to your account. This will override any text details on your documents.
For more information on this, check out the article on Letterhead settings.
Example use cases
💡 Initial Account Setup
When first setting up your Commusoft account, populate all fields to ensure every document, from the first estimate to the final invoice, has your correct branding and contact details.
💡 Office Relocation If your business moves to a new address, update the Location details here once. The new address will automatically appear on all future documents, preventing confusion and returned mail.
🤖 Still need help?
Ask AI:den, our 24/7 AI agent.
➡️ Go to your Profile icon → Get support → Ask a question
AI:den can guide you or connect you with our team if needed.