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.
Part 1 - How office staff can use Gas Engineer Software
The web portal has been designed with office staff, managers, and business owners 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.
Adding a customer
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.
2. Adding a job address
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 address, you can simply click "Copy Customer Address".
Once you're happy with the details here, click "Save".
3. Adding a job & calendar event
There are several buttons you can click to begin adding a job for a customer. One is on this very page in the top right:
You can also click on the "Create New +" button from any page in the top menu, then on "Job":
The next step is to add information about the job. When you're done, click click "Save".
A Job in Gas Engineer Software is like a folder. You can see a history of all emails sent to the customer, all relevant records and certificates, and all calendar events (appointments).
New calendar events can be added directly from the calendar, but you can also do it here for this specific job.
Clicking "Add Appointment" will open a "New event" pop-up:
Choose the activity type, customer, and job address before assigning it to an engineer.
Part 2 - How engineers can use Gas Engineer Software
The second part of the workflow assumes the engineer is making use of the calendar within the app.
From Part 1 of this guide, they should have received a notification on their phone that a new calendar event has been added:
Either by clicking on this notification or opening up the app, they'll be able to find all the details they need about the job.
Note: Anything office staff add to a job will automatically sync to all engineers' apps, and vice versa.
Seeing your schedule
From the home screen, tap on the "Calendar" button.
By default, it will show a schedule view. You should be able to find the new calendar event added through Part 1 of this guide.
Tap anywhere on that appointment to find more information about it.
Anything added to the job will appear here, including the job status, notes, date, time, address, and customer details.
2. Creating a certificate
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 - tap it to continue.
The next window allows you to choose what type of certificate to create. They're organised by type (domestic, non-domestic, etc), and you can star your favourites.
For a complete guide on creating a record, see this article.
Once the record has been completed, click on the burger menu icon ☰ in the top right, and then "Edit Event":
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.
These changes will shortly be synced from the app to keep office staff up to date.