Best Practice
This is Service Geeni's best practice guide on how to use the software as efficiently as possible.
By Greg1 author11 articles
Best Practice: Getting Set Up
Grasp the basics of Service Geeni
Best Practice: Raising Jobs
Learn about the four most efficient ways to raise a quote in Service Geeni
- Best Practice: Creating Job QuotationsUnderstand the different quote types in Service Geeni and when to use them.
- Best Practice: Creating a Reactive JobA streamlined guide on how to raise a Reactive Job in Service Geeni
- Best Practice: Creating Service JobsCreate service jobs from planned maintenance visits in the Equipment Service Schedule (ESS)
Best Practice: Doing the Work
Learn about Job management and Mobile usage.
- Best Practice: Managing Jobs in Job ControlThis guide outlines the recommended workflow for issuing service jobs using Job Control.
- Best Practice: Using Service Geeni MobileUnderstand your Service Geeni Mobile app
- Best Practice: Setting Up Stock RecordsHow to set up Stock Records so parts can be identified, purchased and managed effectively in Service Geeni.