Managing Account/User Settings

From user management and billing to customising the software

12 articles in this collection
Written by Michael Porteous and Ashley Bridger

Lost, Forgotten and Changing Passwords

How to change your password if necessary

Written by Michael Porteous
Updated over a week ago

How to use the software as a Sole Trader

A recommended workflow for sole traders to take on to use the software to its full potential.

Written by Ashley Bridger
Updated over a week ago

How to Update Your Payment Details

There are three ways for you to update your payment method.

Written by Michael Porteous
Updated over a week ago

How to Edit Your Gas Engineer Software Subscription

How to set up and cancel your subscription - also containing advice on downloading your invoices.

Written by Michael Porteous
Updated over a week ago

Upload My Logo

Add your company logo to make sure that your records stand out.

Written by Michael Porteous
Updated over a week ago

How Do I Change an Existing Users Rights?

The ability to change your users rights is only available to those subscribed to the Growth Plan.

Written by Michael Porteous
Updated over a week ago

Adding or Updating Engineer Info

How to add or update an engineer's information from the website or on the app.

Written by Michael Porteous
Updated over a week ago

How to Remove an Old User

Whether you are replacing a user, removing or deleting them - read on to see your options.

Written by Michael Porteous
Updated over a week ago

Adding or Updating Company Info

Spend a little time adding this information, as it will appear on records, reminder emails and many other functions available within GES

Written by Michael Porteous
Updated this week

How Can I Personalise Emails?

Make the most of the automated emails that Gas Engineer Software provides.

Written by Michael Porteous
Updated over a week ago

How to Get the Most out of Your Calendar

Book, track and manage jobs via the built-in calendar.

Written by Michael Porteous
Updated over a week ago

How Do I Cancel My Subscription?

How to end your GES subscription if you feel you no longer need the software.

Written by Michael Porteous
Updated over a week ago