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 job customer, or a job address.

Written by Michael Porteous
Updated over a week ago

Updating the Customer/Job Address on an Existing Certificate

Correcting a typo or mistake on an existing record

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

View all work ever done for a customer or their job address

Written by Michael Porteous
Updated over a week ago

How to Import Existing Customer and Job Addresses?

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...

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.

Written by Michael Porteous
Updated over a week ago

Duplicate Customers or Job Addresses

Written by Michael Porteous
Updated over a week ago