Exporting customers & job addresses
Navigate to the "Job Addresses" section
Head to your "Job Addresses" from the top navigation bar - or click here.
Click on the "Export Data" button
On this page, you will see an "Export Data" button in the top right. Click it, and a .csv file will begin to download.This file is a spreadsheet containing all your job addresses and relevant data, including:
Customer contact information (name, address, email, phone)
Job address notes
Customer notes
Gas safety due dates & reminder info
Exporting invoice data
Navigate to your "Invoices" page
Head to your "Invoices" from the top navigation bar - or click here.
Click "Download Invoice Data"
On this page, you will see an "Export Data" button in the top right. Click it, and a pop-up will appear asking for the time period you would like to export.Choose a date, or select the option to download all of your invoice data, and a .csv file will begin to download.
Exporting records & certificates
Any records or certificates you have issued with Gas Engineer Software can be found in your email client (e.g. Gmail).
Anything issued is automatically CC'ed to the issuing user, as well as the admin email if enabled in your Company Settings:
Searching through your email client for a specific record is quick and easy. Simply search for the customer's name or the job address.
However, we can also export all of your issued PDF records for you, should you wish. To do this, send us a message and we will supply you with a download link containing all of your issued records in one zipped folder, containing sub-folders of each type of record.
Note:
For Safari users, exported files opened in the browser will not display correctly, and the file will likely be saved as a .numbers file. You can resolve this by renaming the file extension.
For example:
GES_export_properties2023-06-29.csv.html
Would become:
GES_export_properties2023-06-29.csv
This will get your spreadsheet software to recognise it.