Customers and Job Addresses
Add, edit, and manage your customer database.
By Nilesh and 1 other2 authors9 articles
- 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.