Aaron walks through three setup shortcuts in Gas Engineers Software: adding bank details and custom invoice prefixes, finding oil service due dates and editing reminder emails, and updating activity outcomes on the calendar to reflect changes across the platform.
Hello everyone, this is Aaron from Gas Engineers Software. We have looked for our FAQs and our comments online, and we are bringing you 3 tips to help you get more out of the software. Let's dive in. Tip 1: You can add your bank account details to your invoices. To do this, go to Settings and then Invoice Details and Certificate Numbering, and here you You can change the bank account details and also you can change the prefix to your records. Once saved, these details will appear on all emails going forward. Tip 2: We do send out oil service reminders. To find out the service due date for an oil appliance, you can go to the oil appliance section on a job and see it here. To edit the oil service reminder email, Go to your settings and then service reminders and email templates. Here, find oil service reminders. Tip 3, changing the activity outcome on your calendar will alter the look of the event on the web portal schedule. This is useful if you have admin staff who sends out the invoices once the job is complete, or you batch send your invoices. We hope these tips are helpful for you, and if you do have any questions, please contact our team in any of the ways seen below. And we'd be happy to help. Until next time, thank you.
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