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Customers and Job Addresses
Customers and Job Addresses
Managing your customer database by adding, deleting or importing.
9 articles in this collection
Written by
Aron Washer
Adding Customers and Job Addresses
There are several different ways to add a customer, or a job address. Here's how to do it on the website and the apps.
Written by
Aron Washer
Updated over a week ago
Updating the Customer/Job Address on an Existing Record
How to correct any mistakes on existing records, or update your customer's information.
Written by
Aron Washer
Updated over a week ago
How Can I Delete A Customer?
How Can I Delete A Customer? Deleted customers will be moved to your archive
Written by
Aron Washer
Updated over a week ago
Viewing the Full History for Customers and Job Addresses
How to view all work you've ever done for a customer or at their job addresses via our website.
Written by
Aron Washer
Updated over a week ago
How to Import Existing Customer and Job Addresses?
How to get your existing customer database imported into Gas Engineer Software.
Written by
Aron Washer
Updated over a week ago
How Do I Send a Reminder without An Email Address?
So you have a customer without an email address? Here are some options for sending them reminders via the software.
Written by
Aron Washer
Updated over a week ago
How Do I Change the Owner of a Job Address?
So your customer has moved or sold their property. What should you do now?
Written by
Aron Washer
Updated over a week ago
How to Export My Data
If you wish to export your data from Gas Engineer Software, you can do so at any time - here's how you can do that.
Written by
Aron Washer
Updated over a week ago
Duplicate Customers or Job Addresses
What to do if you have duplicate customers or job addresses on the software.
Written by
Aron Washer
Updated over a week ago