Learning and incorporating new software into your workflow is always a daunting task. We're conscious that this 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 explain the basics and help you get the most out of it as quickly as possible.
For a video tutorial on changing your company settings and adding your first customer, check out our video here.
Signing up with Gas Engineer Software
If you haven't already signed up with us, we've done our best to make this an 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
If you desire to change your password to something a little more memorable, please follow these steps:
Log in to the website. Find your name, located 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 allow 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 records, 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 records, 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 support@swfy.co.uk and we'll be happy to help.
Customers
A customer could be an individual, landlord, or a company - the software will treat them all the same way.
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.
For example, in the screenshot below, you can see that this sample customer has four different job addresses.
Job Addresses
Each job address on the software needs to exist under a customer.
A job address on the software will typically store much more information than would be stored under a customer. You can see an example of a job address entered into the software below which includes a number of jobs attached to it, a Gas Service Due Date, as well as other useful details.
Jobs
Every new record you create will either be a new job, or needs to be attached to an existing job.
Jobs act as the container for all the records you produce.
They can contain photos you send using the software.
They can contain one, or several records, or job sheets etc
They are useful for grouping together the work you do so you can distinguish between the different records you produce.
Click the Create New tab, and you'll be taken to the same page you saw earlier after signing up, allowing you to create new records.
If you wish to create a new record, click "Create" - a pop-up will appear, asking whether you wish to use a new or existing job.
If you wish to use an existing job, you will be taken to a list of jobs present on the software. Simply select the job you wish to use and you will be able to create the record. The record will be added to that job.
If you wish to use a new job, you will need to create a new customer and job address, or select an existing customer and job address. Once you have been through this process, you will be able to create the record, which will be added to that job.
How to contact us
We would love to hear from you, to help you with any questions or issues you may have related to the software, or just to take your feedback!
The full details on all the ways you can contact us can be found here, but the most direct way is to call us on 020 7129 7058.
Our support is open 9 - 5, Monday to Friday and we always return any missed calls!