How to Use the Software With a Team

When using Gas Engineer Software with a team, we would recommend splitting your workflow into two parts.

The first part is for office staff, and the second is for engineers in the field.

The web portal has been designed with office staff & managers in mind. This first section covers using Gas Engineer Software's web portal to create and manage customer records, jobs, and calendar events.

To follow along, log in to our web portal here.

To add a customer, 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 profile you're creating.

Fill in their information and then click the "Save" button.
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Next, you'll want to add a job address. Click the "Add Job Address" button on the right.

Here, you can either enter information for a Job Address. If the job address is the same as the customer's contact addres, you can simply click "Copy Customer Address". Once you're happy with the details here, click "Save".

To add a job for a customer, 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, you'll be able to see this menu screen.

Any customer data, jobs, and calendar events in your schedule will automatically update. If they've just been added, you may need to tap the "Sync Data Now" button at the bottom of the screen.

From there, tap on the "Calendar" button. You should now see any appointments that have been created following the workflow in Part 1.

By default, it will show a schedule view:​

Simply tap anywhere on that appointment to find more information about it. Anything that's been added to the job will appear here, such as any job statuses and notes as well as the date, time, address, and customer details.

Engineers in the field can use the mobile app to create gas certificates for customers. If you scroll to the bottom of the event details, you will see the "Create New Record" button - press it to continue.

Next, choose what type of certificate needs to be created, based on the job. They're organised by type (domestic, non-domestic, etc), and you can star your favourites.

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. These options can be customised to suit your needs in the settings.

Select one, 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!