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
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
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?
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