Service Geeni

Service Geeni - New Look FAQs

What version of Service Geeni do I have?

What to when you get error CS1061 or similar

An error occurred while processing your request (error CS1061).

How can I get emails to stop going into the Junk or spam folder

Emails sent to Junk/Spam

Managing jobs and time allocated in Service Geeni

Allocating Time to a Job / Task

Managing your Equipment and Catalogue Items.

Can you bulk upload images to Equipment or catalogue items?

FAQs: Forms - TCC (Tests, Certificates and Calibrations)

Trouble Shooting:  Goods Received

Jo Bigg

Greg Mandy

FAQs

Welcome to the New Service Geeni Mobile App!

FAQs Mobile Release

Selecting and completing a job with multiple tasks against it.

Can you complete multiple tasks against a job?

Problems logging in / system refresh on mobile

How to clear the cache and data on an Android device

How to change Automatic / Stopwatch booking of time (Labour / Travel)

Engineer Config Profiles - Booking Time

FAQ: Engineer Shifts

Frequently Asked Questions about Service Geeni Mobile 

Mobile

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)?

How do I manage my contacts for Customers and Suppliers in Service Geeni

Managing Xero Contacts through 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?

Finance

There may be instances where you cannot see or use a field from another table, as it is greyed out.

SSR: Field Unavailable

Frequently asked question Business Intelligence, Reports, SSR Insights 

Reporting

Understanding datasets, fields and tables in Business Intelligence, SSR

SSR: Understanding datasets, fields and datatables

FAQs: SSR Categories

Renaming Dashboard Reports in Business intelligence, SSR

SSR: How you rename a dashboard report

How do I change the date to UK format in SSR

SSR: Changing the date format

Understanding settings in Business Intelligence SSR

SSR: How to change the displayed name  of field

Learn how Permissions work in SSR Dashboard Reports

SSR: Dashboard Reports - Setting Permissions

How do change the number format in my SSR Dashboard Report

SSR: Number Formatting

Understanding Errors in SSR, Business Intelligence.

SSR: Understanding Errors

Removing the T between Date and Time after Exporting Data to Excel

Answering your questions about Self Service Reporting (SSR)

FAQs Self Service Reporting (SSR)

How to edit an Exported Excel Worksheet from SSR

Editing an Excel Worksheet

Change how Null and Blank fields are displayed in SSR Dashboards

SSR: Null and Blank fields

Can you rename Quote types?

Sales Order and Quotes

How can I use a page from a different form

Forms - Saving and Importing Pages

Forms and Template Documents

Service Contract Invoices

Contracts

How to Create/Edit Root Cause

Can you change how the Services are displayed on ESS?

FAQs: Equipment Service Schedule (ESS)

ESS, Servicing Contract generating services.

What period are schedules for servicing generated?

Work Done - Predefined Notes

Unable to renew or re-activate a contract

FAQ:s Trouble Shooting Subcontractors

Job Management

Find answers and get help from Intercom Support and Community Experts

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