Tulloch PriestCo-founder, Gas Engineer Software · Co-founder of Gas Engineer Software

Customers & Job addresses w Gas Engineering Software

10 Oct 2022 · 2 min

Watch on YouTube

2:07

In this tutorial, Aaron from Gas Engineer Software demonstrates how to use the GES platform to create and manage customers and their associated job addresses. He walks through the process of adding a new customer—selecting the Customers tab, clicking the add button, filling required fields (marked with a red asterisk), and configuring automatic reply settings. After saving, he shows how to view the customer's profile, which includes jobs, invoices, and history. Aaron then adds a job address, either by copying the customer's address or entering a different one, and explains handling unknown gas service due dates (leaving blank for automatic assertion from certificates). He highlights the gas and oil appliance tabs that are initially empty and will be populated after on‑site service. Finally, he mentions a free import service that allows bulk uploading of customers and job addresses via a provided spreadsheet.

Chapters

Hello, this is Aaron from Gas Engineer Software, and today we'll be looking at creating customers and job addresses. By using GES to keep your customers and job addresses, you'll create an effective and consolidated way to manage your clients. Let's get started with creating a new customer. Under the Customers tab, you will see a button to add new customers. Click this button and you will be brought to a blank customer information screen. A customer can either be an individual person or a company. Any required fields are shown with a red asterisk. Fill in this information as you see fit. You can also turn off automatic replies to this customer, but it is always set to yes on new customers initially. Once saved, it will bring you to the now created customer. Here you can see jobs, job addresses, invoices, and general history. To add a job address, click Add Job Address here. If the job address is the same as the customer's address, you can just click Copy Customer's Address and it will copy all the information it has for this address. Or if there is a different address, please fill in the information. If you don't know the gas service due date, then leave it blank. When you next perform the gas service, it will assert the due date from the certificate for you. Now under job addresses, you can see the newly added entry. Under job addresses, you will see tabs for gas appliance and oil appliances. As these are not normally known before visiting the address, These being blank is correct. When you go to a site and service the appliance, the details of it will be saved under the tabs. And that is a simple way you can add a job address or a new customer to Gas Engineer Software. If you would like, we do offer an import service for customers and job addresses, which is free so long as you put it on the spreadsheet that we provide. Until next video, thank you.