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: Managing Jobs in Job ControlThis guide outlines the recommended workflow for issuing service jobs using Job Control.
- 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: Getting Started with ReportingLearn about Reports, where they are and how they work
- Best Practice: Setting Up Stock RecordsHow to set up Stock Records so parts can be identified, purchased and managed effectively in Service Geeni.
- Best Practice: Invoicing JobsLearn how to efficiently invoice your jobs in Service Geeni
- Best Practice: Service SequenceLearn how to efficiently set up your service Sequences
- Best Practice: Initial SetupLearnt the essentials of setting up your Service Geeni account.
- Best Practice: Using Service Geeni MobileUnderstand your Service Geeni Mobile app
- Best Practice: Customer, Site and Equipment StructureLearn how to efficiently set up your customers, sites and equipment
Best Practice: Quotation Types
Learn about the four most efficient ways to raise a quote in Service Geeni