Records
Customer, Sites, Contracts, Quotes, Suppliers
By Greg and 1 other2 authors25 articles
- Creating and Managing CustomersLearn about Customers
- Creating and Managing SitesLearn about Sites
- PrioritiesLearn how to set up Priority Codes
- Special Price ProfileLearn about Special Price Profiles.
- Geographical AreasWhat they are and how to manage Areas Covered
- Communication Customer and SiteLearn how to manage your customer and site communications
- The Email RegisterLearn how to view your Branch or Customer communications logs
Contract Records
Contract Management
- Service ContractsSetting up and managing your Service Contracts
- Contract Renew / ReviewLearn how the Renew/review module works!
- Default Service SequencesCreate a default Service Sequence to streamline your workflow
- Hire ContractsUnderstanding Hire Contracts and the setup process
- Off-HireUnderstanding the Off-Hire Process in Service Geeni!
Quotation Records
Sales Quotes
- Job QuotesLearn about Job quotes
- Sales Order Credit NoteLearn about Sales Order Credit Notes
- Sales Order Dispatch and InvoicingLearn about Sales Order Dispatch and Invoicing
- Delivery MethodsLearn about Delivery Methods in Service Geeni
- Sales Person / RepLearn how to add a new Sales Person/Representative
- Hire Contract QuotesLearn how to create and manage Hire Contract Quotes
- Quotation DetailsLearn about Quotation Types and how to issue them
- Service Contract QuoteLearn about Service Contracts, what they are and why we used them
- Creating a Sales Order QuoteLearn what they are and how they are used
- Equipment Deal QuotationCreating Equipment Deal Quotation in Service Geeni
- E-Signatures for QuotationsSend, track, and manage signed approvals directly in Service Geeni