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Adding Job Addresses

A step by step for adding a new job address in Gas Engineer Software.

Written by Nilesh Sujan

On the web portal

There are several ways to create a job address on our website. Feel free to use whichever method is most convenient for you.

Method 1: From the "Create New +" button

  1. Click on the "Create New +" button in the top-right

  2. Select Job Address from the pop up

  3. Find the customer responsible for that job address. If they are a new customer, you can add one here.

  4. Fill in job address details, and click "Save".
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Method 2: From the Job Address tab

  1. Click on the "Job Addresses" tab from the top navigation menu
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  2. Click the "Add Job Address" Button

  3. Find the customer responsible for the job address, add the details, and click "Save".

Method 3: Creating a job address from a customer profile

  1. Click on the "Customers" tab from the top navigation menu.

  2. Search for and select the customer by clicking on their name

  3. Click "Add Job Address +" on the right-side panel:

  4. Fill in the job address details and click "Save."

On the mobile apps

There are two ways to create a job address on the Gas Engineer Software app.


Method 1: from the job address list

  1. On the home screen, tap on "Job Addresses."

  2. Tap the "+ Add New Job Address" button at the bottom:

  3. Select the customer you would like to add a job address for.

  4. Fill in the job address details and click "Save."

Method 2: From a customer's profile

  1. On the home screen, tap on "Customers."

  2. Tap on the customer you would like to add a job address for.

  3. Scroll to the bottom and select "Job Addresses"
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  4. Tap on "+ Add New Job Address" at the bottom

  5. Enter the required information for the job address and tap "Save."

Minimum Requirements

When adding a new job address, the minimum required information is a street name.
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​Tips:

  • Be sure to add a service due date to trigger the system to send reminders.

  • When a service is carried out, the software will update this date automatically.

  • Appliance data is stored with the job address, rather than the customer.

  • There is a landlord field on each individual job address to help with situations such when you work with a letting agent that manages multiple properties for different landlords.

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