Let's explore the basics of Service Geeni and how to navigate through it.

Welcome to Service Geeni, your one-stop shop to increase efficiency, enhance customer satisfaction, and boost your profits. Service Geeni makes managing your customers, engineers, and equipment easy – all in one platform. From job management to invoicing, Service Geeni field service management software is the complete solution for any service-led business.

The very first step is to log in to Service Geeni.

To do this:

On the landing page:

This is your Service Geeni home page Dashboard.

This is helpful when using some screens to give you more working space.

The Favourites feature is populated with your most frequently used modules.

The Frequently Used list will change depending on what is used frequently.

The Manage Favourites editor will open up where you can make your selection.

Your Dashboard's view is customisable, you can add a range of items such as Reports, KPIs and shortcuts.

To edit the dashboard:

From here, you can customise how your home page is laid out.

You will see 4 tabs.

Clicking on any of the Sub Module, KPI, Report, or Self Service icons, will add them to your Dashboard.

The list of available options may vary depending on what modules have been enabled for your company and also what User Access, Rights and Modules you have access to.

Depending on which report you select, you will be asked for the criteria (parameters) for the report to run.

If your report has a lot of data, we recommend having a filter on it, as a data-heavy report could slow the refresh on the home page.

Once a Report has been added to your Dashboard, you can search a Report using the bar with the blue arrow on the right of the report.

This will expand the search screen.

Here you can find how many counts (the occurrence) are in the report. This will not search all of Service Geeni it is particular to the report and what filter/s were applied.

When you go to add Self Service, the list will be empty, this list depends on Reports being Favorited and Categorised within the SSR module.

Once a report in SSR has been Categorised &/ or set as a favourite, you will see it appear in the list.

You can now:

Once you have added a Module, Report or KPI you can move them around to get the layout you want to help with your daily use of Service Geeni.

You can log out of Service Geeni by:

For security reasons, Service Geeni will time out after some time.

System Settings lets you configure and control global settings in Service Geeni, rather than managing them at the account level. Here, you can manage company details, notifications, rules, passwords, and more.

You can select System Settings from the settings menu next to the notification icon image.

You will find six tabs, each containing various customisation and rule-setting options.

The Company Address tab is where you can add your company details. These details are important, as the system will use them on standard documents such as invoices, so include your company logo, name and address to ensure they appear correctly.

You can edit your Company Address by:

User Settings allow you to manage system access, user permissions, and profile information. These settings apply to back-office and Web Portal users but do not affect engineers.

Within each module, there is a basic set of navigation tools to help you. For the most part, these tools are the same between modules, these include:

The search field simply allows you to search by keyword.

The filter option lets you narrow down your search. In this example, you can specify by Engineer or Search Criteria, there are other options available depending on which module is selected.

Search criteria is a common field found in the filter section. The Criteria options are dependent on which columns have been selected to display.

You can also export the selected data from the same area.

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Once you have created a search, you can save this Filter for yourself or as a Company filter for quicker filtering next time round.

If you choose Company Filter, other Service Geeni users on the account will see them.

Here you can choose from

Once saved you will be able to use this filter to quickly apply again and again.

Now you have the basics covered, let's dive into some modules.