Go to Gas Engineer Software
All Collections
Customers and Job Addresses
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 this week
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