Service Geeni

Greg Mandy

Jo Bigg

Arnold E. Garcia

Customer, Sites, Contracts, Quotes, Suppliers

Records

Creating and Managing Customers

Creating and Managing Sites

Priorities

Preferred Engineers

Special Price Profile

What they are and how to manage Areas Covered

Geographical Areas

Communication Customer and Site

Learn how to view your Branch or Customer communications logs

The Email Register

Customer & Sites Records

Setting up and managing your Service Contracts

Service Contracts

Contract Renew / Review

Create a default Service Sequence to streamline your workflow

Default Service Sequences

Contract Records

Job Quotes

Sales Order Credit Note

Learn about Sales Order Dispatch and Invoicing

Sales Order Dispatch and Invoicing

Learn about Delivery Methods in Service Geeni

Delivery Methods

Learn how to add a new Sales Person/Representative

Sales Person / Rep

Learn how to create and manage Hire Contract Quotes

Hire Contract Quotes

Learn about Quotation Types and how to issue them

Quotation Details

Learn about Service Contracts, what they are and why we used them

Service Contract Quote

Learn what they are and how they are used

Creating a Sales Order Quote

Creating Equipment Deal Quotation in Service Geeni

Equipment Deal Quotation

Quotation Records

Learn about Suppliers with in Service Geeni

Suppliers

Supplier Part Numbers

Suppliers Records

Find answers and get help from Intercom Support and Community Experts

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