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FAQs

2 authors125 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
Allocating & Adjusting Engineer Time on Jobs and TasksManaging Jobs and Engineer time allocated
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

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.
Report: Stock ValuationStock Valuation Report – Business Intelligence Module
Report: Stock WarrantyStock Warranty Report – Business Intelligence Module
Report: Parts SpentParts Spent Report – Business Intelligence Module
Report: Job QuotationsJob Quotations Report – Business Intelligence Module
Report: Booked Job StockBooked Job Stock Report – Business Intelligence Module
Report: Engineer ExpensesEngineer Expenses Report – Business Intelligence Module
Report: Perpetual InventoryPerpetual Inventory Report – Business Intelligence Module
Report: Quarantined StockQuarantined Stock Report – Business Intelligence Module
Report: Stock HistoryStock History Report – Business Intelligence Module
Report: ReorderReorder Report – Business Intelligence Module
Report: Possible Warranty JobsPossible Warranty Jobs Report – Business Intelligence Module
Report: Stock TakeStock Take Report – Business Intelligence Module
Report: Hire Contract Off-Hire RevenueHire Contract Off-Hire Revenue Report – Business Intelligence Module
Report: Hire/Service Contract Equipment Hours UsageHire/Service Contract Equipment Hours Usage Report – Business Intelligence Module
Reports: LOLER Jobs DueLOLER Jobs Due Report – Business Intelligence Module
Report: Revenue & Cost Analysis (RCA)Revenue & Cost Analysis (RCA) Report – Business Intelligence Module
Report: Spend SummarySpend Summary Report – Business Intelligence Module
Reports: Customer Special Price ListLearn how to create a Customer Specific Price list report
Report: Customer ListingCustomer Listing Report – Business Intelligence Module
Report: Service ContractsService Contracts Report – Business Intelligence Module
Report: Hire ContractsHire Contracts 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: QuotationsQuotations Report – Business Intelligence Module
Report: Equipment Date Due BackEquipment Date Due Back Report – Business Intelligence Module
Report: Service InvoiceService Invoice Report – Business Intelligence Module
Report: Service Contract Order BankService Contract Order Bank Report – Business Intelligence Module
Report: Field Service Order BankField Service Order Bank Report – Business Intelligence Module
Report: Commodity CodesCommodity Codes Report – Business Intelligence Module
Report: UpliftsUplifts Report – Business Intelligence Module
Report: Contract Renewals and TerminationsStay ahead of your contract lifecycle activity
Report: Branch Equipment StatusBranch Equipment Status Report – Business Intelligence Module
Outstanding LOLERs ReportUnderstand how to set up outstanding LOLERs Report using Business Intelligence.
Report: Outstanding Service ContractsOutstanding Service Contracts Report – Business Intelligence Module
Report: PM Schedule PlannerPM Schedule Planner Report – Business Intelligence Module
Report: Root Cause AnalysisRoot Cause Analysis Report – Business Intelligence Module
Report: Equipment Availability And PerformanceEquipment Availability And Performance Report – Business Intelligence Module
Report: Equipment WarrantyEquipment Warranty Report – Business Intelligence Module
Report: Equipment with No Service ContractEquipment with No Service Contract Report – Business Intelligence Module
Report: Customer & Prospects ContactsCustomer & Prospects Contacts Report – Business Intelligence Module
Report: Equipment On Hire With Excess UsageEquipment On Hire With Excess Usage Report – Business Intelligence Module
Report: Equipment On Service With Excess UsageEquipment On Service With Excess Usage Report – Business Intelligence Module
Report: Mean Time To Failure AreaMean Time To Failure Area Report – Business Intelligence Module
Report: Mean Time To Failure EquipmentMean Time To Failure Equipment Report – Business Intelligence Module
Report: Mean Time To Resolve AreaMean Time To Resolve Area Report – Business Intelligence Module
Mean Time To Resolve Equipment ReportMean Time To Resolve Equipment Report – Business Intelligence Module
Report: Open/Outstanding Purchase OrdersOpen/Outstanding Purchase Orders Report – Business Intelligence Module
Report: Overdue Purchase OrdersOverdue Purchase Orders Report – Business Intelligence Module
Report: PO not GRN’dPO not GRN’d Report – Business Intelligence Module
Report: Stock Issue/Receipt SummaryStock Issue/Receipt Summary Report – Business Intelligence Module
Report: SKU Volume SummarySKU Volume Summary Report – Business Intelligence Module
Report: Closed Purchase OrdersClosed Purchase Orders Report – Business Intelligence Module
Report: Stock Work In ProgressStock Work In Progress Report – Business Intelligence Module
Report: Goods Received Not InvoicedGoods Received Not Invoiced Report – Business Intelligence Module
Report: Slow Moving StockSlow Moving Stock Report – Business Intelligence Module
Report: Stock ReplenishmentStock Replenishment Report – Business Intelligence Module
Report: Stock By LocationStock By Location Report – Business Intelligence Module
Report: Outstanding Sales OrdersOutstanding Sales Orders Report – Business Intelligence Module
Report: Zero Issued StockZero Issued Stock Report – Business Intelligence Module
Report: Current JobsCurrent Jobs Report – Business Intelligence Module
Report: JobsJobs Report – Business Intelligence Module
Report: Engineers without Assigned JobsEngineers without Assigned Jobs Report – Business Intelligence Module
Report: Oldest Ten Open JobsOldest Ten Open Jobs Report – Business Intelligence Module
Report: Partially Completed JobsPartially Completed Jobs Report – Business Intelligence Module
Report: Services Not Set UpServices Not Set Up Report – Business Intelligence Module
Report: Service with Date ModificationsService with Date Modifications Report – Business Intelligence Module
Report: Auto ESS ServiceAuto ESS Service Report – Business Intelligence Module
Report: Branch InvoicingBranch Invoicing Report – Business Intelligence Module
Report: Response TimesResponse Times Report – Business Intelligence Module
Report: FOC TrucksFOC Trucks Report – Business Intelligence Module
Report: Invoiced Sales SummaryInvoiced Sales Summary Report – Business Intelligence Module
Report: Asset ListAsset List Report – Business Intelligence Module
Report: Asset Added By DateAsset Added By Date Report – Business Intelligence Module
Report: Asset Disposed By DateAsset Disposed By Date Report – Business Intelligence Module