Creating and Managing Records

Managing your records

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11 articles in this collection
Written by Michael Porteous

What records does Gas Engineer Software provide?

A full list of all of the forms that you can use with Gas Engineer Software.
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Written by Michael Porteous
Updated over a week ago

Creating Your First Record on the App

A record is linked to a Customer and Job Address. You will be prompted to enter this information when creating a new job.
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Written by Michael Porteous
Updated over a week ago

How Do I Create a Job?

Create a completely new job, or link a new record to an existing job.
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Written by Michael Porteous
Updated over a week ago

Where can I find my Drafts on the Apps?

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Written by Michael Porteous
Updated over a week ago

How to View Existing Records on the Apps

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Written by Michael Porteous
Updated over a week ago

How to Edit an Issued Record

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Written by Michael Porteous
Updated over a week ago

How Can I Attach Photos To An email?

How to send photos along with your emails.
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Written by Michael Porteous
Updated over a week ago

Deleting and Restoring Jobs

Organise your jobs list - delete, undelete, archive or restore.
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Written by Michael Porteous
Updated over a week ago

How to Resend a Record.

How to send out another copy of a record if you need to do so.
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Written by Michael Porteous
Updated over a week ago

How Do I Delete a Draft Record?

If you've created a draft record, here are the steps to delete it from our website.
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Written by Michael Porteous
Updated over a week ago

How to Edit the Job Status List

Create a custom "Job Status" to bolster the default list and enhance your job management.
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Written by Michael Porteous
Updated over a week ago