How to Export My Data

How to Export My Data

If you wish to export your data from Gas Engineer Software, you can do so at any time.

Exporting Customer and Job Address Data

Log in to the web portal, and go to the Job Addresses tab. There you will see an 'Export Data' button. Selecting this will prompt you to open or save a file incorporating the date, in CSV format. This file is a spreadsheet of all your customer data, as well as their job address data. Any info that you have added to a customer or job address will be in this file.

Exporting Invoice Data

Log into the web portal and go to the Invoices tab. There you will a 'Download Invoice Data' button. Selecting this will prompt you to open or save a file incorporating the date, in CSV format. This file is a spreadsheet of all of your invoice data in Gas Engineer Software.

Older Certificates and Invoices

For all of the certificates/records you have issued, you will have a copy of those in your own email client. All records issued from the app get CC'd to the issuing engineer, and all records get CC'd to the admin email in Settings > Company Settings as well.

Searching through your email client is quite easy to do, and you can search by customer name, as well as the job address, which should bring up any records you have ever issued for these customers and job addresses.

However, we can export your PDF's for you, should you wish.


GDPR Information

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