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

How to Add Customer Details & Job Addresses in GES

7 Apr 2026 · 1 min

Watch on YouTube

1:17

The video tutorial walks viewers through the process of adding and managing customers and their associated job addresses within the GES web portal. It begins by showing how to open the "Create New" menu and select "Customer" either directly or via the "Customers" top‑menu option, then details entering customer information and using the postcode lookup to auto‑fill addresses before saving. The presenter explains how to edit existing customer records by searching, opening the profile, making changes, and saving. The tutorial then clarifies that a customer's correspondence address may differ from the work site, so job addresses are stored separately. It demonstrates creating a job address either on‑the‑fly when a job is created (by clicking "Create new job address") or in advance via "Create New > Job Address" or the "Add Job Address" button on a customer's profile, including copying the customer’s address if identical. Multiple job addresses can be added and are listed under the customer’s profile, ready for use when creating jobs. The video concludes that customers and job addresses are now saved and available for job creation.

Chapters

By the end of this video, you'll know how to add and manage customers, including job addresses, in the web portal. Once logged in, click "Create New" in the top right corner and select "Customer," where you'll be taken to the new customer page. Alternatively, you can access this by clicking "Customers" in the top menu and selecting "Add Customer." Enter all the customer's relevant details and information. To speed things up, use the address lookup feature by simply entering the postcode and selecting the correct address. Click Save when you're done. If you ever need to update a customer's details, go to the Customers tab, search for the contact, open their profile, make your changes, and click Save. Now, a customer's correspondence isn't always the property where work is carried out, for example if they're a letting agent. That's why jobs are linked to a separate job address. If you try to create a job without adding a job address, you'll see no results when selecting the address. You can click Create new job address at that point, or add one in advance. To add a job address manually, click "Create New" and select "Job Address." Or open the customer's profile and click "Add Job Address." Both options take you to the same page. Enter the address details or copy the customer's address if it's the same, and click "Save." You can repeat this process for as many job addresses as needed, and they'll all be stored under the customer's profile. That's it! Your customers and job addresses are saved and ready to use when creating jobs.