All Collections
FAQs
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
Allocating Time to a Job / TaskManaging jobs and time allocated in Service Geeni
Report Parameters in Scheduled ReportsUsing Report Parameters in Scheduled Reports - Validation required
Can you bulk upload images to Equipment or catalogue items?Managing your Equipment and Catalogue Items.
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
FAQs - Barcode & QR Code on MobileUnderstanding Barcodes, QR codes and the Scanner
Engineer Config Profiles - Booking TimeHow to change Automatic / Stopwatch booking of time (Labour / Travel)
Finance
Frequently Asked Questions
Discrepancies between VAT and Total on a consolidated invoice?Why is there a difference in the amount of VAT and Total on a consolidated invoice?
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?
Reporting
Frequently asked question Business Intelligence, Reports, SSR Insights
SSR: Field UnavailableThere may be instances where you cannot see or use a field from another table, as it is greyed out.
Forms and Template Documents
Forms and Template Documents
Forms - Saving and Importing PagesHow can I use a page from a different form
Job Management
Job Management
How to Create/Edit Root CauseLearn about Root Causes
FAQ's: 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:s Trouble Shooting Subcontractors