Modules
Product Features
Single Sign-On for Service Geeni (SSO)Introducing Single Sign-On (SSO) for Service Geeni
Global Uplift FeatureLearn how to use the new Global Uplift Feature
User Group AccessA deep dive into User Group Access
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 DealLearn the ins and outs of Equipment Deal
Equipment Model
Equipment TypeManaging your Equipment Types and help maintain servicing
ToolsLearn the functionality around Tools within Service Geeni
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
Scheduling
Job Management
Job ManagementLearn how to manage jobs from the back office using Job Control.
Job ControlManaging your Jobs in Job Control
SchedulerLearn about the Scheduler and how you can benefit from it
Job Management - Job Details PageManaging Job details and learning all the tips and tricks
Activity TypeHow to change or add new Activity Types.
Engineer TimesheetsDiscover what Engineer Timesheets are and how they work
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
Scheduled Reports
Scheduled Reports
Scheduled ReportsLearn how to manage and setup Scheduled Reports
Report: Customer ListingCustomer Listing Report – Business Intelligence Module
Report: Service ContractsService Contracts Report – Business Intelligence Module
Report: Draft Purchase OrdersDraft Purchase Orders Report – Business Intelligence Module
Report: Equipment Date Due BackEquipment Date Due Back Report – Business Intelligence Module
Report: Hires Not Made ActiveHires Not Made Active Report – Business Intelligence
Report: Contracts Due for RenewalContracts Due for Renewal Report – Business Intelligence Module
Report: Open Purchase OrdersOpen Purchase Orders Report – Business Intelligence Module
Installing Service Geeni MobileLearn how to install Service Geeni Mobile
A Walk through of Service Geeni Mobile: Understanding the Menu FlowLearn about the Service Geeni Mobile Application
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
MOBILE: Engineer Profile - Configs - Front EndLearn how to manage the mobile app using Engineers Profile.
QR & Barcode PrintingSelecting the right Zebra for your requirements to work seamlessly with Service Geeni
Customer Web Portal
Customer Web Portal
Customer Web Portal - Users SettingsHow the Customer Web Portal and User Settings are applied.
Sending Information to your customer about the Customer Web PortalSending Information to you customer about login to Web Portal
Customer Web PortalLearn about the Customer Web Portal