New features: Skills management, change customer type, and job part kits

Paul Hewson

We are happy to announce that in the latest Commusoft update we have added new functionality allowing you to manage skills for engineers and jobs, change a customer type, and add part kits to jobs. Below, we'll take a quick walkthrough of each updated feature and how you can use them.

1. Skills Management

2. Changing Customer Type

3. Adding Part Kits to Job Parts

Skills management

Please bear in mind that this feature is only available on the Paperless Office plan. If you are not on this plan, have a chat with our sales team on 0203 0266 266 about upgrading today.

We know your engineers have the skills to pay the bills. So that is why our shiny new skills management feature allows you to assign skill requirements to jobs and to your engineers. This allows you to group and filter engineers within the diary by their skills to quickly find appropriate engineers for the job.

Let's run through an example. Our hypothetical business has both electrical and gas engineers. First, we will need to set up these skills (and any others you wish to) by navigating to the Skills setting within Company Settings. Now we can add the Electrical skill and the Gas skill by typing the skill name into the text box. Note, a skill is defined by you, so these can be very specific to your business and industry.

Add-skills

Okay, so skills are now set up within Commusoft. Next, to get the most out of this feature, we will need to assign these skills to our engineers. Back on the Company Settings page, this time we'll click on Users. We'll choose an engineer and view their profile, from here we can Edit Business Details. On this page we can now add and remove skills specific to this engineer. Click the dropdown menu and choose the appropriate skill for this engineer - for this example, let's give our engineer the Gas skill.

assign-skills

 

How does skills management help me schedule jobs?

Let's say we are adding a new job for a boiler installation. Once we assign the Gas skill to this job and are adding it to the diary, the diary will automatically filter to show only engineers with the Gas skill. This allows you to quickly see appropriate engineers for the job you are booking-in and allows you to select an engineer with the right skills to complete that job. This should make managing large numbers of engineers with a variety of skills much easier.

add-job-skills

From the diary view we can also use the skill filters on the righthand side of the screen whenever necessary. By selecting to filter by the Gas skill, the diary will automatically filter to show you only engineers who have that skill.

Skills can also be added to preset Job Descriptions you create. If for example, you add the Electrical skill to a PAT Test job description (here's how to set up job descriptions), every time you add this type of job, it will automatically filter the diary to engineers who match that skill.

We hope you find this feature useful and we are looking forward to seeing how you use it. As of now, skills management is only available for jobs within Commusoft and not for estimates. If you would find this feature useful for estimates too, we would love to hear from you - please contact support@commusoft.co.uk.

Changing customer type

We all make mistakes - but now it is much easier to correct them. Thanks to a request from one of our users, everybody can now change the customer type i.e. Private Customer, Company, Estate Agent, etc., assigned to a customer. Yay!

So don't worry, if you accidentally set up a customer incorrectly  you can now easily change this. Simply go to the customer in question and click Edit Customer. Next, at the bottom of the page hit Advanced Options to reveal the option to change customer type.

The current customer type will be displayed on the left of the interface, all you need to do now is to select the desired customer type from the dropdown box on the right.

Change-customer-type

And like magic - the customer type has changed. Don't worry, all existing contact details for this customer will remain as will any service reminders set up.

We hope this feature allows you to rectify any mistakes with ease! As mentioned, this feature was a suggestion from a Commusoft customer - a perfect example of why your feedback is so important to us.

Adding part kits to job parts

We previously added estimate parts to Commusoft, including the ability to add part kits (groups of parts commonly used for certain jobs) to your estimates. Now you can also do this for jobs, to quickly add pre-created part kits to any job. First, if you don't currently use the parts function, we recommend you learn how to set up parts.

Once you've done that - when viewing a job, click on the Parts tab. Here you'll see a new button Add New Part Kit on the righthand side of the interface. Clicking this allows you choose a pre-existing part kit to add to the parts list for this job (created in System Settings> Parts Management> Part Kits). You can also watch our tutorial video on this here.

This should allow you to track parts needed for jobs better and save you time by easily adding part kits, without manually adding each part separately.  You can also check out the post on our business blog for advice on managing parts in your business.

Don't see these updates?

If you cannot see any of the features we've mentioned, make sure you clear your browser's cache - this should allow you to see the latest version of Commusoft.

That's all, folks!

Like the look of these updates? We'd love to hear your thoughts! If you haven't already, please leave us a Capterra review letting us know how we're doing. Or, if you just fancy saying hello, give us a follow at twitter.com/commusoft!

And don't forget GDPR is coming this month! We've made a guide to help you understand and prepare - access it below.

GDPR checklist

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