FAQs
By Greg and 1 other2 authors51 articles
- Service Geeni - New Look FAQs10 reasons to love the new look!
- What version of Service Geeni do I have?
- An error occurred while processing your request (error CS1061).What to when you get error CS1061 or similar
- Emails sent to Junk/SpamHow can I get emails to stop going into the Junk or spam folder
- Can you bulk upload images to Equipment or catalogue items?Managing your Equipment and Catalogue Items.
- FAQs: Forms - TCC (Tests, Certificates and Calibrations)Creating and managing your forms
- Trouble Shooting: Goods Received
- Logging a job without Service Geeni CredentialsRaise a job with the QR feature
- FAQ-Upcoming PM/ Service jobsLearn how to view them
- FAQ-Contracts Not Appearing Correctly
- FAQ-Documents - Footer is TruncatedHow to fix a cut off Footer in the Document editor
- FAQ- SSR Dashboards Exporting DataHow to export data in different formats from the Dashboard
- FAQs - SSRLearn about common sticking points and frequently asked questions within SSR
- FAQ: Adding Shipping CostsHow to add shipping costs to your Equipment Deal
- FAQ : How Invoice Values are CalculatedLearn how Service Geeni works our Income values
- FAQ: The Visualisation WizardUsing the Visualisation Wizard will help create a Dashboard Report in SSR
- Weekly Hire InvoicesHow Invoices run in Service Geeni
- SSR TerminologyTerms used, Terminology, and understanding what this means in SSR
- Data Import Template: FundamentalsLearn how to fill out and navigate the Data Import Template
Mobile
Frequently Asked Questions about Service Geeni Mobile
- FAQs Mobile ReleaseWelcome to the New Service Geeni Mobile App!
- Can you complete multiple tasks against a job?Selecting and completing a job with multiple tasks against it.
- How to clear the cache and data on an Android deviceProblems logging in / system refresh on mobile
- FAQ: Engineer ShiftsCan't login due to "No Shifts" message
Finance
Frequently Asked Questions
- How VAT is calculated on invoices
- Do I need keep Xero open in Chrome during the time I push data from Service Geeni (i.e. perform Send to Accounts function)?
- Managing Xero Contacts through Service Geeni.How do I manage my contacts for Customers and Suppliers in Service Geeni
- Is there anything I need to verify before I start linking Service Geeni with Xero?
- Is the link between Service Geeni and Sage one way only?
Forms and Template Documents
Forms and Template Documents
Job Management
Job Management
- How to Create/Edit Root CauseLearn about Root Causes
- FAQs: Equipment Service Schedule (ESS)Can you change how the Services are displayed on ESS?
- What period are schedules for servicing generated?ESS, Servicing Contract generating services.
- Work Done - Predefined Notes
- Unable to renew or re-activate a contract
- FAQ: Trouble Shooting SubcontractorsLearn how to resolve your Subcontractor issues quickly
SSR
Self Service reports
- SSR: Understanding datasets, fields and datatablesUnderstanding datasets, fields and tables in Business Intelligence, SSR
- SSR: How you rename a dashboard reportRenaming Dashboard Reports in Business intelligence, SSR
- SSR: Field UnavailableThere may be instances where you cannot see or use a field from another table, as it is greyed out.
- SSR: Changing the date formatHow do I change the date to UK format in SSR
- SSR: How to change the displayed name of fieldUnderstanding settings in Business Intelligence SSR
- SSR: Dashboard Reports - Setting PermissionsLearn how Permissions work in SSR Dashboard Reports
- SSR: Number FormattingHow do change the number format in my SSR Dashboard Report
- SSR: Understanding ErrorsUnderstanding Errors in SSR, Business Intelligence.
- Removing the T between Date and Time after Exporting Data to Excel
- FAQs Self Service Reporting (SSR)Answering your questions about Self Service Reporting (SSR)
- Editing an Excel WorksheetHow to edit an Exported Excel Worksheet from SSR
- SSR: Null and Blank fieldsChange how Null and Blank fields are displayed in SSR Dashboards
- Jobs DashboardJobs Dashboard - Self Service Module
- Job Analysis - Time to Close DashboardJob Analysis - Time to Close Dashboard - Self Service Module