How to reassign a job address to a different customer in Gas Engineer software. Go to Job Addresses, find the address, click Change customer, search for the new customer, and confirm. If the customer doesn't exist yet, create them first from the Customers list.
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In this quick video, I'm going to show you how to reassign a job address to a different customer in your gas engineer software system. To do this, you'll need to head to the web portal, and once you're there, you'll need to click on job addresses from the top navigation menu. Once here, you'll see a list of all your different job addresses. You can either search for the job address itself or from the customer name here. What we're going to do is search for one of these addresses that we can use as an example. Once you found the job address that you want to reassign, click on that job address to open it up in more detail. On the right-hand side over here, you'll see several different options, one of which being to change customer. Clicking on that opens up a popup asking you which customer you want to move the job address to. At this stage, you can search for your customer, the new customer that is, and then click on them and click confirm. This will then move that job address to the new customer and all is done. If the new customer isn't yet in your system, you'll first need to add them as a customer, which you can do either by clicking on create new customer Add Customer, or clicking on the Customers list at the top navigation menu and then Add Customer. And that's it.