Modules
Product Features
By Greg and 3 others4 authors264 articles
Records
Customer, Sites, Contracts, Quotes, Suppliers
- Equipment RecordsLearn the essentials of the Equipment Module.
- Equipment SpecificationsLearn about Equipment Specifications
- Equipment WarrantiesHow to create and manage Equipment Warranties within Service Geeni.
- FormsLearn what a Form is and how to create one
- Equipment DealUnderstand the equipment Deal module in Service Geeni
- Equipment ModelLearn how to create different makes and types of equipment
- Equipment TypeManaging your Equipment Types and help maintain servicing
- Equipment TransferLearn how to manage and transfer equipment between branches
- Equipment Category & StatusRelease 6.85.59 · 16 July 2026
- Equipment: Deal Type - Status & Category AutomationLearn how to set a deal type once, and completing a deal of that type updates its equipment automatically
- ToolsLearn the functionality around Tools within Service Geeni
- Catalogue EnquiryLearn how to use the Catalogue Enquiry module
- Equipment Records Get a Fresh New LookTake a peek into the refreshed Equipment Records interface, designed to make everyday tasks cleaner, faster and easier to navigate.
- Purchase Order | Trade-InLearn how to raise a purchase order against a Trade-In
Stock
Purchasing
- Stock RecordsLearn how to Manage your Stock
- Stock TransferLearn about Stock Transfer in Service Geeni
- Stock TakeLearn about Stock Take
- Manual Stock PostingLearn about Manual Stock Posting
- Part RequestsLearn the essentials of Part Requests
- Miscellaneous ItemsLearn about Miscellaneous items
- Purchase Record StatusUnderstanding the Purchase Status in Purchase Records.
- Sales OrdersLearn the essentials of Sales Orders
- Supplier WarrantiesHow to create and manage Supplier Warranties within Service Geeni.
- Stock ReplenishmentHow to make sure your Stock is replenish at the right time
- Stock Re-Order PointsDiscover what Stock Re-Order Points are and how they work
- Purchase RecordsPurchase Records covers Purchase Orders - POs and Goods Receiving
- Goods ReceiptsReceiving Goods in Service Geeni
- Stock ReservationsReserving Stock In Service Geeni
- Purchase Invoice PostingHow to process purchase invoices by matching received goods or services with supplier invoices
- Warranty ClaimsUnderstanding Warranty Claims and Requests in the System
- Pick, Pack & Dispatch (PPD)Learn how to use PPD on Web and Mobile systems
- Part ReturnLearn about the Part Return module in Service Geeni.
- Stock Records: A Fresh New LookLearn about what's changed
Scheduling
Job Management
- Job Screen UpdateLearn how Service Geeni has improved the look and feel of the Job screen
- Job ManagementLearn how to manage jobs from the back office using Job Control.
- Job Management - Job Details PageManaging Job details and learning all the tips and tricks
- Job ControlManaging your Jobs in Job Control
- SchedulerLearn about the Scheduler and how you can benefit from it
- Activity TypeHow to change or add new Activity Types.
- VAT CodesLearn what a VAT Code is and how to use one.
- Currencies available in Service GeeniManaging your currencies in Service Geeni
- Setting up your Nominal Codes in Service GeeniManaging your Purchase & Sales Nominal Codes
- Posting Nominal Transactions to AccountsLearn about Posting Nominal Transactions to Accounts
- Charge CodesLearn what Charge Codes are and how to use them.
- Job InvoicingDiscover how to invoice for Jobs and Issue Credit Notes.
- NominalsNominal Setup in Service Geeni
- Purchase Nominal UpdateLearn how to post your POs to an accounts package
- Hire Contract InvoicingLearn about Hire Contract Invoicing, how it works and why it's used.
- Fixed AssetsLearn what they are and how they work in Service Geeni
- Payment TermsLearn what they are and how they work.
- Journal Update (Posting to Accounts)Manage and post your financial activities through the Journal Update module
- Miscellaneous InvoicesLearn about Miscellaneous Invoices in Service Geeni
- Purchase Invoice Credit NotesLearn how to create a Purchase Invoice Credit Note
- Sales Invoice ReprintLearn how to manage your sales invoices in Service Geeni
- Purchase Invoice ReprintLearn how to view and export your Purchase Invoices
Scheduled Reports
Scheduled Reports
- Scheduled ReportsLearn how to manage and setup Scheduled Reports
- Report: Draft Purchase OrdersDraft Purchase Orders Report – Business Intelligence Module
- Report: Open Purchase OrdersOpen Purchase Orders Report – Business Intelligence Module
- KPI: Plant Availability ReportPlant Availability / Downtime Analysis
- Installing Service Geeni MobileLearn how to install Service Geeni Mobile
- Service Geeni Mobile AppA Walk-through of Service Geeni Mobile: Understanding the Menu Flow
- Service Geeni Mobile - Using the AppLearn how to use the Service Geeni Mobile Application
- QR CodesHow QR code generation and printing work in Service Geeni
- QR & Barcode PrintingSelecting the right Zebra for your requirements to work seamlessly with Service Geeni
- Introducing the New Service Geeni Mobile AppSee what's new in the redesigned Service Geeni Mobile app.
- Parts TransferLearn how to request and receive stock parts from another engineer's van on the mobile app
Engineers
Engineer Management
- Engineer Cost and RevenueLearn about Engineer cost and revenue tracking in Service Geeni
- Engineer Utilisation & Engineer ShiftsUnderstanding the Engineer Utilisation Report & Engineer Shifts
- Engineer RegistrationThe new QR and Code sign in for mobile engineers
- Engineer Profiles: Mobile ConfigurationsLearn how to manage the mobile app using Engineers Profile.
- Engineer TimesheetsDiscover what Engineer Timesheets are and how they work
- Engineer Config Profiles - Booking TimeHow to change Automatic / Stopwatch booking of time (Labour / Travel)
- Allocating & Adjusting Engineer Time on Jobs and TasksManaging Jobs and Engineer time allocated
- Preferred EngineersLearn how to assign a Preferred Engineer
- Pricing PriorityLearn about the Pricing Hierarchy for Engineer Rates and Special Price Profiles