How To Create a Certificate on the Gas Engineer Software (GES) App

By the end of this video, you'll know how to create and send a certificate using the mobile app. Open the app and tap 'New Record' from the main menu. Here you'll see all the different certificate and record types available. If there are records you use often, you can star them so they appear at the top under your favourites. Tap the record you'd like to create. Next, select the job the certificate is for. If the job already exists, simply choose it from the list. If not, you can create a new job directly from this screen by selecting the customer and job address. Once a job is selected, you'll be taken to the record editor. Tap the plus icon in the top right to add appliances. Fill in the required details for each appliance, then tap Next. The final screen allows you to add checks, comments, and any additional notes. When everything is complete, collect the customer's name and signature, then tap Approve. You can preview the certificate before sending it to the customer. Once approved, the certificate will be saved and organized automatically in your system. That's it! Your certificate is complete and ready to send or access whenever you need it.