Customers and Job Addresses

Managing your customer database by adding, deleting or importing.

9 articles in this collection
Written by Michael Porteous

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 Michael Porteous
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 Michael Porteous
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 Michael Porteous
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 Michael Porteous
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 Michael Porteous
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 Michael Porteous
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 Michael Porteous
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 Michael Porteous
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 Michael Porteous
Updated over a week ago