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