Customers and Job Addresses
Add, edit, and manage your customer database.
Handling Duplicate Customers or Job AddressesWhat to do if you have duplicate customers or job addresses in your Gas Engineer Software account.
Adding and Updating CustomersA step-by-step guide to adding a new customer in Gas Engineer Software.
Adding Job AddressesA step by step for adding a new job address in Gas Engineer Software.
Updating a Customer/Job Address on an Existing RecordIf you've spotted a mistake or a customer needs their information updated on an existing record.
Deleting or Restoring CustomersHow to delete/archive or restore a customer in Gas Engineer Software.
Bulk Importing Existing Customers and Job AddressesImporting your existing database of customers and job addresses into Gas Engineer Software.
Viewing a Customer / Job Address HistoryGas Engineer Software keeps a history of all events, emails, and records/certificates completed for a customer, job address, or job.
Changing the Owner of a Job AddressYou can easily change the owner of a job address in Gas Engineer Software if, for example, the customer has moved or sold that property.
Adding a customer from your phone bookA step-by-step guide on how to add a customer from your phone to your app.