Records
Customer, Sites, Contracts, Quotes, Suppliers
Report: Customer & Prospects ContactsCustomer & Prospects Contacts Report – Business Intelligence Module
Creating and Managing CustomersLearn about Customers
Creating and Managing SitesLearn about Sites
PrioritiesLearn how to set up Priority Codes
Preferred EngineersLearn how to assign a Preferred Engineer
Special Price ProfileLearn about Special Price Profiles.
Geographical AreasWhat they are and how to manage Areas Covered
Communication Customer and Site
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
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