Ask MasterGas for an export
Contact MasterGas through the Contact Us page on mastergas.co.uk and ask for "all my customers, their addresses and the next inspection dates as a CSV or Excel file". If they send it, go straight to Part 2.
Your customers come with you. Here is exactly how.
Contact MasterGas through the Contact Us page on mastergas.co.uk and ask for "all my customers, their addresses and the next inspection dates as a CSV or Excel file". If they send it, go straight to Part 2.
Open a spreadsheet with the columns Name, Phone, Email, Address, Next due and fill it in from your MasterGas customers screen. Your CC'd certificate emails show each address and date. Save it as CSV.
Name, phone, email, address and notes. They fill in new certificates, invoices and quotes for you.
Every Next due date you import becomes an upcoming job, so your customers are reminded on time, the same as before.
MasterGas gave your customers the PDF. Keep those emails: they are your records. GASpilot starts issuing from your first new certificate, and next year you can duplicate it.
Past invoices stay in MasterGas and in your sent emails. Keep them for your accountant before your subscription ends.
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