Records
Customer, Sites, Contracts, Quotes, Suppliers
Creating and Managing CustomersLearn about Customers
Creating and Managing SitesLearn about Sites
PrioritiesLearn how to set up Priorities
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
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