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Adding a customer from your phone book

A step-by-step guide on how to add a customer from your phone to your app.

Nilesh Sujan avatar
Written by Nilesh Sujan
Updated over 2 months ago

If you have an existing customer saved in your phone's contact app, importing them into Gas Engineer Software is quick and easy.

Looking to do a bulk import of an existing database of customers/job addresses? Click here.

Adding a customer from your phone book

  1. Select Customers
    On the home screen, click on "Customers."

  2. Select Add New Customer
    On the Customers page, click the Add New Customer button.

  3. Select phone book
    On the top right of your screen, click the phone book icon

    At this point, you may be asked to accept permissions for the app to access your phone book. If so, allow permissions.

    Once access is granted, find and tap on the customer you would like to add to the software.

    This will add the customer's name, phone number, address and email address to the software.

  4. Fill in any further information you wish to add and tap save.

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