FAQs
By Greg1 author51 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
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
Engineer Config Profiles - Booking TimeHow to change Automatic / Stopwatch booking of time (Labour / Travel)
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
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
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