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Overview of features

Learn how to manage your customer database, job addresses, live jobs, invoices, reports, calendar bookings, and more – all designed to help you run your plumbing or heating business more efficiently.

Whether you’re new to Gas Engineer Software or need a refresher, this video will show you how to get the most out of the software from your desktop.

Key features covered:

  • Dashboard overview & tracking company growth
  • Managing customers and job addresses
  • Creating and managing jobs & invoices
  • Service reporting and calendar scheduling
  • Customising your settings and templates
  • Getting help and support when you need it

Adding your company details and new users

Before you can create jobs and certificates, you’ll need to add your customers and job addresses.

Key features covered:

  • Adding customers
  • Adding job addresses
  • Adding customer notes
  • Customer and job address histories

Getting your customers and job addresses in the software

When you first create your Gas Engineer Software account, you’ll be asked to enter in some basic details. This is also a great time to invite anyone else in your business who might need access.

Key features covered:

  • Adding company details
  • Adding invoice & payment info
  • Introduction to email templates
  • Customising job statuses

Creating, managing, and tracking jobs

Learn how to create a job, assign it to an engineer, add job statuses, and more.

Key features covered:

  • Creating a job from the calendar
  • Creating a job from the dashboard
  • Using job descriptions and job notes
  • Adding a job status

Getting the most out of the calendar

Gas Engineer Software’s calendar is integrated with all your jobs. Watch this video to find out how it works.

Key features covered:

  • Add a job to your calendar
  • Move or reschedule jobs
  • Duplicate a job
  • Add return visits
  • Send appointment confirmations

How to create and issue gas certificates

See how to create a gas safety record, installation/commissioning checklist, or any other gas certificate.

Key features covered:

  • Create records from an existing job
  • Send a record to a customer
  • Edit an older record

Creating, sending, and following up with quotes

Find out how to create professional quotes in Gas Engineer Software.

Key features covered:

  • Create a quote for an existing job
  • Send quotes to customers
  • Amend a quote
  • Accepting a quote
  • Converting a quote to an invoice

How to create invoices and issue them to customers

In Gas Engineer Software, you can either create an invoice from scratch or convert an existing quote in seconds.

Key features covered:

  • Create an invoice for an existing job
  • Convert from a quote
  • Amend existing invoices
  • Marking payments
  • Keeping track of past invoices

Keeping track of past jobs

Gas Engineer Software has several features designed to make it easy to track and manage all your past jobs.

Key features covered:

  • Why to use job descriptions
  • Why to use job statuses
  • How to mark a job as done
  • How to find older jobs

Setting up automated reminders

From service reminders to invoice reminders, Gas Engineer Software can help you find more work and get paid faster.

Key features covered:

  • Gas safety check / service reminders
  • Quote reminders
  • Invoice reminders
  • Generating service reminder reports

Integrating with your accounting software

You can connect your Gas Engineer Software account with Xero, Sage, or QuickBooks to massively cut down on admin.

Key features covered:

  • How to integrate your accounting software
  • Benefits of integrating

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MOBILE APPS

Paul Laborevics, UK gas engineerPaul Laborevics
York Heating and Plumbing Solutions

“The customer service is spot on. Time-saving software that helps keep me on track.

Very happy and satisfied.“

Phil Shakespeare UK Gas EngineerPhil Shakespeare
Premium Heating Services Ltd

“Brilliant app. I’ve been using it for 3 months and it’s so easy to use for everything from certificates to service reminders and invoicing.“

Phil Shakespeare UK Gas EngineerBrett Carey
Carey Plumbing & Heating

“From gas records to quotes, estimates, and invoices, it’s saved us so much time and money. I can’t recommend this more.”

Gas Engineer Software is 100% free to try.

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