Exporting Customer and Job Address Data
From the "Job Addresses" tab, you will see an "Export Data" button. Selecting this will prompt you to open or save a file incorporating the date, in CSV format. This file is a spreadsheet of all your customer data, as well as their job address data. Any info that you have added to a customer or job address will be in this file.
Exporting Invoice Data
From the "Invoices" tab, you will see a "Download Invoice Data" button. Selecting this will prompt you to open or save a file incorporating the date, in CSV format. This file is a spreadsheet of all of your invoice data in Gas Engineer Software.
Older Certificates and Invoices
For all of the certificates/records you have issued, you will have a copy of those in your own email client.
All records issued from the app get CC'd to the issuing engineer, and all records get CC'd to the admin email (found in your "Company Settings") as well.
Searching through your email client is quite easy to do, and you can search by customer name, as well as the job address, which should bring up any records you have ever issued for these customers and job addresses.
However, we can export all of your issued PDF records for you, should you wish. Just ask, and we will supply you with a download link that will allow you to download ALL of your issued records in one zipped folder, containing sub-folders of each type of record.
For Safari users, exported files will likely be saved as a .numbers file. Simply rename the file by replacing the file extension with .csv
This will get your spreadsheet software to recognise it.