Learning and incorporating new software into your company is always a daunting task and can certainly be a difficult step to take, especially when this might be your first time using software over paper forms.
This guide will break down the process of getting started with Gas Engineer Software, offering a few easy steps to help you get the most out of it as quickly as possible.
Signing up with Gas Engineer Software
If you haven't already signed up with us then we've done our best to make this a really easy and painless process.
Head over to our Sign Up page.
On the new page that opens enter your full name, email address and phone number to create an account with us.
Once done, click 'Get Started' and you'll immediately be taken into the software.
You will receive an email confirming your registration with Gas Engineer Software which will also include a password.
Changing Your Password
You can change your password to something you may find a little more memorable.
Notice your name in the top right corner of the webpage. Click on your name, and a small pop-up window will open:
When adding multiple users to the software, each user using the software will have their own personal settings which allows them to set their name, email address, password and more. However compared to an office user, their access will be more restricted.
Once you've changed your password, it is highly recommended you log out and log back in with the new password.
Your Company Settings
Company details are used on certificates, reminder emails and a host of other functions available within Gas Engineer Software.
Open up the Company Settings.
Complete as many of the fields as possible, as a lot of this information is used on the certificates, invoices and emails your customers will receive.
If you are having trouble with resizing or uploading your logo, or wish to have the Gas Safe logo included with your logo, then don't hesitate to send it to firstname.lastname@example.org and we'll be happy to help.
Customers on the software, can either be an individual, a landlord, or company.
Customers act as containers for each of your job addresses, which in turn act as a container for your jobs.
Under a customer, you can store either just one job address or multiple job addresses.
From the screenshot below, you can see an example customer that has four different job addresses.
Each job address on the software will need to exist under a customer.
A job address on the software will typically carry a lot more information than what's stored under a customer. You can see an example of a job address that was produced on the software below which includes a number of jobs attached to it, a Gas Service Due Date, as well as other details.
Every new certificate or record you create is either a new job, or needs to be attached to an existing job.
Jobs act as the container for all the forms you produce.
They can contain photos you send using the software.
They can contain one, or several certificates, records, or job sheets etc
They are useful for grouping together the work you do so you can distinguish between the different certificates you produce.
Click the Create New tab, and you'll be taken to the same page you saw earlier after signing up.