Storing your company details in Commusoft ensures consistent information appears on all documents, including custom forms, opportunities, job reports, invoices, and communications.
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.
When writing communication templates, the company name, telephone number and email address are available as tags.- Updating your address in the Company details page will also update billing-related information across your account.
If your invoices use a custom footer or letterhead, ensure these settings are updated to reflect the new address.
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? If a custom footer or letterhead image is enabled, it may display an old address. Check your Letterhead Settings and update or remove the footer image as needed.
Go to Settings in Commusoft.
Search for Letterhead Settings and open the Footer section.
If the footer image contains your old address, update the image to include the new address and re-upload it.
Alternatively, remove the footer image to allow Commusoft to pull the address directly from the Company details page.
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.If your invoices or contracts still display the old address, check your Letterhead Settings to ensure no custom footer image is overriding the updated details.
🤖 Still need help?
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➡️ Go to your Profile icon → Get support → Ask a question
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