Changing the way you work is never easy - and it's no different with adding new software into your workflow. This is why two of our core values are to make Gas Engineer Software easy to use and to offer best-in-class support.
Before we continue, remember that you can always reach out to our support team via message, phone, or live chat. You can also book a live demo to get a personalised walkthrough.
This guide offers a basic overview of Gas Engineer Software and breaks down a few key steps to help you get the most value as quickly as possible.
Signing up
If you haven't already signed up with us, here's how:
Head over to our Sign Up page.
Enter an email and password, and click 'Get Started'*
Once done, you'll be asked a few initial onboarding questions before landing on the dashboard.
*You will receive an email confirming your registration with Gas Engineer Software, which will also include a password.
Downloading the mobile app
Gas Engineer Software has both a mobile app and a web portal. They are designed to work together.
While the web portal is great for managing your jobs and team, the mobile app is great for engineers in the field needing to create certificates or take notes on the fly.
Scan this QR code to download the app:
Adding company info
Company details are used on records, reminder emails and a host of other functions available within Gas Engineer Software. For more details, click here.
Open up the Company Settings.
Fill in 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.
Adding customers
Individuals, landlords, or companies are all treated as customers in Gas Engineer Software.
Customers act as containers for each of your job addresses, which in turn act as containers 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.
Adding job addresses
Each job address on the software needs to exist under a customer.
And, since job addresses are containers for your jobs, they hold all of the information for a specific job.
For the address below, you can see three active jobs tied to it, as well as other tabs which display any appliances added to the job address, invoices, and a complete history of all communications.
Adding jobs
Every new record you create will either be for a new job or an existing one.
Jobs act as the container for all the records you produce.
They can also contain photos you send through the software.
They can contain records (certificates/invoices/job sheets etc.)
They are like folders for you to group work, organise your records, and keep a communication history.
To create a new job, you can click on any of several buttons.
On the web portal:
The "Create New +" button in the top corner
The "Add New Job +" button on the Jobs tab
On the mobile app:
Click on "Jobs" then "+ Add New Job"
Alternatively, you can create a job after trying to create a record, when prompted to attach it to a job.
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 creating a new job this way, 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.
Changing Your Password
If, for whatever reason, you want to update your password, this can be done via the web portal only.
Log in to the web portal and head to user settings. Find your name, located in the top right corner of the webpage. Click on your name, and then "User Settings"
Adding your team to the software
To add your team to the software, head to User Settings and click "Add User +".
Enter their name, email address, and temporary password. They should then check their email inbox for an invitation.
We recommend each user reset their password after initially signing up.
Additional users can have access permissions set by the admin user. To do this, simply click on their name in the users list and tick which roles they work for.
Each user can draw or upload their own signature, which will be used on records they issue. (Drawing it is easier on the mobile app!)
Deactivating a user will prevent that user from being able to sign in. It will not delete that account's data, but will remove it from your billing.
How to contact us
Whether you have a question or want to leave some feedback, we'd love to hear from you.
We can be contacted via email, live chat, phone, or message. More details 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!