Technical
Branch AccessHow to grant Branch Access
Software as a Service (SaaS) vs On PremisesLearn what SaaS and On-Premises solutions are.
FGas moduleWorking with FGas in Service Geeni
SendGrid - The 9 Events of EmailSendGrid helps you monitor your Service Geeni Email Register .
Adding DNS record to enable emails from Service GeeniEnable emails to come through from Service Geeni
Two-Factor Authentication (2FA)Learn about 2FA and how to set it up
Data SecurityUnderstanding how your data is handled
Engineer Utilisation & Engineer ShiftsUnderstanding the Engineer Utilisation Report & Engineer Shifts
Enhancing Security vs. Simplifying Access2FA & SSO, how they work and how they can be used together for enhanced security.
BarcodesUnderstanding how and where they are used
Nominal SettingsA complete guide to where Nominals are set and how they work
Style Designer for Form & Sheet templatesMaintaining your brand using Style Collections.
Applying a font to a style or individual elementsMaintaining your templates in your brand.
Customising the font for Forms and Sheet templatesMaintaining your company templates in your brand.
Default Communications CentreLearn about the Default Communication Centre
Photos on Forms and JobsHow Photos within Forms and Jobs work.
Edit Template Footer TextMaking simple changes to the text on the footer of your templates
Document Templates-Company DetailsSet up your company details ready for Document Templates
(FAQ)Accounts Bridge Data MappingsAccount Bridge Mappings for Sage 50, Sage 200 and Xero
Integration: Linking to SageLearn how to link Sage 200 & Sage 50 with Service Geeni
Sage 200 Financials Integration - Service
Integration: Linking XeroLearn how to link your Xero accounting package to Service Geeni
Integration: Linking QuickBooksLearn how to link your QuickBooks accounting package to Service Geeni
Setting Up TVH IntegrationHelpful if you use TVH and use TVH's 'my total source' app
Iplicit IntegrationLearn how to link your Iplicit accounting package to Service Geeni
Integration: MergeHow to integrate Merge.dev with Service Geeni