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

How to Add & Update Company Details on Gas Engineer Software

25 Mar 2025 · 2 min

Watch on YouTube

2:12

The video tutorial walks users through updating company information in the Gas Engineer Software, covering both the web portal and mobile app. It explains how to log in, navigate to Settings > Manage > Company Settings, and edit fields such as company name, address, phone, website, admin email, tagline, and logo upload. It also shows how to enable CC of all emails to the admin, and how to modify invoice details like bank information and payment terms via the Invoice Details and Certificate Numbering section. The tutorial then demonstrates editing basic company details on the mobile app by accessing Settings, selecting Company Details, updating fields, and saving changes. Throughout, it emphasizes that changes sync automatically between web and app, and directs viewers to additional guides or support for further assistance.

Chapters

In this video, we'll show you how to add or change your company details in GAS Engineer Software. Basic settings can be updated via the mobile app, but you'll find additional options available on the web portal. Do note that any changes you make on either the web portal or app will be automatically synced to the other. We'll begin with the web portal. Start by logging in and clicking on the settings icon in the upper right corner next to your name. Next, click on Manage under Company Settings. In this window, you can edit everything from your company name to address, phone number, website URL, and admin email address. If your company has a tagline, add it here and it will automatically appear on records you create. Ticking CC all emails to admin email will ensure that you, or whoever's address is listed as the admin, will get a copy of every email sent by the software. By default, the GasSafe logo is applied to new accounts. To add yours, simply click Upload Logo and select your logo file. If you need some help with this step, please don't hesitate to get in touch. If you'd like to edit settings related to your payments, Click the Settings button next to your name one more time. Click Manage under Invoice Details and Certificate Numbering. This is where you can change your bank details and add payment terms to appear on your invoices. Let's move on to mobile devices. Editing basic settings from the app is incredibly quick and easy. Simply open up the app and click Settings from the home menu. Scroll down slightly to the Company Details section and tap on any parts you would like to update or add. Make sure to scroll down to the bottom and hit Save to keep your changes. If you need help with any other specific features of Gas Engineer Software, either check out the rest of the guides on this playlist or get in touch with our support staff using the details on screen. Thanks for watching!