Gas Engineer Software keeps all your business data (customer contacts, records, certificates, invoices, etc.) safely on the cloud.
All of this information is automatically filed in a way that you can easily access at any time in the future, and according to a simple hierarchy system.
How it works
Your customers sit at the very top of the software. Each customer contact acts as a folder for all the different job addresses they may have.
For many, this will be a single job address. However, some landlords or property companies will have multiple addresses assigned to a single customer contact.
The customer is considered the bill payer, not the tenant at the property.
Underneath the customers are the job addresses. These are where work is carried out, and therefore sit above the jobs.
Jobs are for specific tasks carried out at a job address, such as an annual gas safety check.
At the bottom are records, which are created for a specific job.
An example in the software:
You can see this customer has two job addresses. You'll also see tabs for invoices for this customer as a whole:
Within one of those addresses, there are two jobs. You'll also see that appliances are stored on the address level, as are invoices related to this address.
Within one of those jobs, we can see that a record was issued:
Using this system ensures your data is stored in an organised manner by default.