As a company using Gas Engineer Software, we would recommend splitting your workflow into two parts.
The first part is for your office staff, and the second, for your engineers in the field.
The first part of the workflow consists of the office staff using the web portal of Gas Engineer Software to create and manage customer records, jobs, and calendar events.
To start off, log in to our web portal here.
Head to the Customers tab using the navigation at the top of the page, and click on the "Add Customer" button.
This will take you to the customer creation screen.
Here, you can enter any details that you have for the customer that you're creating.
Fill in their information and then click the "Save" button, and then click the "Add Job Address" button in the top left.
Here, you can either enter information for a Job Address, or, in this case, we will click "Copy Customer Address". Once you're happy with the details here, click "Save".
From here, go ahead and click the "Add Job" button.
Once there, enter the information about the job and click "Save", and then press the "Add Appointment" button to create a calendar event.
Enter any appointment information, as well as a time for the job, then press "Save".
The second part of the workflow requires that engineers make use of the calendar within the app.
Here, they will be able to see what jobs they have assigned to them, so they know what they need to do, when, and where.
Once you have installed the Gas Engineer Software app from the Apple App Store or Google Play Store, open the app and tap the "Sync Data Now" button at the bottom of the screen.
This will make sure the device has the most up to date information available. From there, tap on the "Calendar" button, and you will see the appointment that has just been created!
Tap anywhere on that appointment, and scroll to the bottom of the page, checking the information that's there to see what the Job is. Here, you will see the "Create New Record" button - press it to continue.
In this case, the job will be for a Landlord's Gas Safety Certificate.
Tap on the "Domestic Gas Records" button, or any other, based on the job.
For this job, you can then tap on the "Landlord Gas Safety Record" button.
You can then follow this article for assistance in creating a certificate!
Once that's completed, open the appointment again and click the "Edit" button (top left in the Event Details screen) to update the Job Status.
Tap on Activity Outcome, and then select from the list of options. This can be customised to suit your needs!
Select this, scroll to the bottom and press Save. Then, go back to the home page of the app and click Sync Data Now to send the updated calendar and job through to the office!