How To Guides

Getting in touch

• Suggest a new feature
• Ask for help
• Report a Bug / Problem with Master Gas

Getting started with Master Gas

• ★ Creating your first Form/Document
• ★ Upgrade to Pro account
• Adding your logo
• Adding your first customer

Customers

• View customer history
• Add a new customer
• Delete a customer
• Landlords and Linked Site Addresses

Diary

• Add an appointment in the diary
• Send SMS "I'm on my way" to a customer (iPhone only)
• Adding pre-defined I'm on my way messages

Certificates & Forms

• Creating your first form / document

Backing up

• Restoring from a backup
• Backing up

Invoice & Accounts

• Create a new invoice
• Add Bank and Payment details to invoices
• Adding standard stock items for invoicing
• Receiving a customer payment

Dropbox

• Uploading to dropbox

General & Settings

• Email Setup on Master Gas
• Add/Edit Appliance Manufacturers
• Adding your logo
• Email documents to customers
• Customising lookup lists
• Advanced email settings

Estimates & Quotes

• Add standard items for estimates and quotes
• Copy a quote to create a new invoice
• Creating an Estimate/Quote