Welcome to the new look!

We are excited to announce a significant update to the Service Geeni customer portal, featuring a completely redesigned navigation layout. This update enhances the user experience, making the portal more intuitive and visually appealing. It introduces a modern, cohesive look to the entire system, improving both aesthetics and usability.

1. What's new in the Service Geeni portal?

We've transformed the navigation layout to enhance usability and accessibility. Previously located at the top, the navigation menu has now moved to the left side of the screen. This change eliminates the need for horizontal scrolling, making all modules more visible and easily accessible.

2. What are the benefits of this upgrade?

Key Improvements

Clearer Module Access: Modules are now more clearly defined and easier to access, reducing the time users spend searching for specific features.
User-Friendly Design: The new vertical layout is more intuitive, allowing users to see all available options at a glance without additional clicks.
Improved Font Sizing: Text font sizes have been optimised for better readability and reduced eye strain.

3. How has the navigation improved?

Intuitive left navigation

The left navigation menu is designed to be highly intuitive, providing a seamless user experience. Here are some of its key features:

Expandable and Collapsible Menu: Users can expand and collapse the navigation menu as needed. This maximises screen space while ensuring the menu does not interfere with workflow.
Persistent State: The system remembers whether the navigation menu was last expanded or collapsed, maintaining the user's preference upon login.
Quick Access to Modules and Submodules: The left menu makes it easier to find and open modules with fewer clicks.
Visual Cues: Icons and colour highlights indicate active modules and submodules, helping users quickly identify their location within the system.
Tooltips for Collapsed Menu: When the menu is collapsed, users can hover over icons to display tooltips with module names, ensuring easy identification.

These enhancements make the navigation layout more user-friendly, improving the overall experience. By providing a clear, accessible, and customisable navigation menu, we aim to help users navigate the system more efficiently.

Home page redesign

We have redesigned the Service Geeni customer portal home page to enhance both functionality and aesthetics.

Quick access to key actions

You'll now find the 'Raise New Job' button conveniently located at the top left of the dashboard, allowing users to quickly initiate new tasks directly from the home page.

Customisable dashboard

You can find the 'Customise Dashboard' option at the top right, making it easy to personalise your dashboard.

Enhanced KPI interaction

Hover over any KPI to reveal the settings icon, making adjustments simple.
Clicking a KPI opens a clean, white pop-up modal with detailed data, keeping your focus on key insights.
The 'Customise KPI' button within the modal provides quick access to settings, while the cross icon at the top right allows for easy closing.

New icons

We’ve introduced new icons for a more intuitive and visually appealing interface.

4. What module names have changed?

We have updated module names and reorganised them for better navigation and logical grouping.

Updated Module Names:

Accounts is now Invoices.

5. How can I personalise my logo?

Custom logo feature

You can now personalise your Service Geeni customer portal by adding your company logo to the top left of the screen. This feature helps integrate your branding, making the portal feel like an extension of your company.

How to add your logo:

Simply upload your company logo from the main portal by navigating to:
- Settings
- Then, head to System Settings.
Once you upload your logo, it instantly appears at the top left of the customer portal.