Customer Management
Manage all customer details in one place.
Find details & info instantly with quick-search.
Look professional in front of customers
Customer management made easy
Keep every name, address, appliance, and contact detail in one single place. Accessible & editable any time, anywhere.
EASY ORGANISATION
Keep Everything In One Place And Never Lose Another Number
Easily access customer info
One consolidated database of customer info to find the right details in seconds. Accessible any time, anywhere, from any device – even if you’re offline.
Connect field & office teams
Safe, secure, and organised
Keeping your contacts on Gas Engineer Software is 100% secure. Sort by date, name, address, and never lose scribbled-down contact info again.
EFFICIENT & CONNECTED
Connect Your Database To All Your Jobs And Speed Up Your Day
The backbone of your business
Everything from your certificates to invoices and schedules is connected by your customer database, making things organised & efficient.
Better & more informed scheduling
Easily allocate work to the right engineers with full customer history & appliance data at your fingertips. Get fewer callbacks and shorter call times.
Easily check payment statuses
Gas Engineer Software offers a quick overview over all invoices and can even send reminders for you. Filter by a customer to see it all in one place.
IMPRESS CUSTOMERS
Look Professional Without Scrambling To Find Details
Know exactly who you’re talking to
Find a customer’s details moments after you pick up the phone to avoid awkward silences & show how much you care.
Never ask for details more than once
With everything stored online in one location, customer’s never need to repeat themselves – even if they’re speaking to a different member of staff.
Keep engineers’ notes at the ready
Complete job histories and all engineers’ notes help connect field and office teams. Look professional on the phone and impress your customers.
Gas Engineer Software is 100% free to try.
Start your 7-day trial:
Benefits of managing customer details digitally:
For your customers
- Easy access to old records & engineer notes.
- Know which customer you’re speaking to in seconds.
- Never ask for details more than once.
For your business
- Well-organised & secure customer database.
- Enable a bunch of other features like reminders.
- Connect your field & office teams.
Forget having to chase customers up
For upcoming service due dates, quotes, invoices – let Gas Engineer Software follow up for you with our fully automatic reminder system.
Forget having to chase customers up
For upcoming service due dates, quotes, invoices – let Gas Engineer Software follow up for you with our fully automatic reminder system.
ALL FEATURES
All-In-One Software For Heating & Plumbing Businesses
STREAMLINE WORK
Job Management
MANAGE JOBS & TEAMS
Scheduling & Calendar
GO PAPERLESS
Records & Certificates
WIN MORE JOBS
Quotes & Estimates
GET PAID FASTER
Invoices & Payments
GET REPEAT BUSINESS
Automated Reminders
CRM SOFTWARE
Customer Management
EASY ACCESS CONTROL
User Management
LOOK PROFESSIONAL
Custom Workflows
CONNECT YOUR APPS
Integrations
STREAMLINE WORK
Job Management
MANAGE JOBS & TEAMS
Scheduling & Calendar
GO PAPERLESS
Records & Certificates
WIN MORE JOBS
Quotes & Estimates
GET PAID FASTER
Invoices & Payments
GET REPEAT BUSINESS
Automated Reminders
CRM SOFTWARE
Customer Management
EASY ACCESS CONTROL
User Management
LOOK PROFESSIONAL
Custom Workflows
CONNECT YOUR APPS
Integrations
WHY US
Find out why over 6,000 Heating & Plumbing Companies Trust Us
Easy to start | No credit card required
Michael McCluskey
McCluskey’s Heating
Frank McCracken
FGM Boiler Services
A great app, should have moved onto it years ago, customer service always on hand should there be any advice needed. Highly recommended.
Tom Zapasnik
T Z Plumbing
The Number #1 Software for the UK Heating & Plumbing Industry
The number #1 software for the UK heating & plumbing industry for over 10 years. Easily manage your customers, engineers & jobs. Grow your business with less paperwork, less hassle and less work.
Customer Management CRM
Frequently Asked Questions
How do I add a customer onto Gas Engineer Software?
A new customer can be easily added from both the web portal and mobile app.
From the home screen, click “Customers”, and then “Add New Customer”. Simply fill out their details and click “Save”.
How do I delete a customer from Gas Engineer Software?
At present it’s not possible to delete customers outright. However, you can do archive them on the web portal:
1. Go to the ‘Customers’ tab
2. In the inner search bar, search the customer’s last name
3. Tick the checkbox on the left-hand side of the customer’s row
4. Press ‘actions’ then ‘archive’
Why is it better to store customer details on Gas Engineer Software?
Storing your customer contact details on Gas Engineer Software provides you with a streamlined way to organise your work.
Each customer can be connected to one or several job addresses, which are then used for creating jobs and events within the software.
With this information, Gas Engineer Software can store a complete history of your jobs, for whenever you need to go back and check anything.