Service Geeni

The Service Geeni Basics - Getting Started

Navigating the basics in Service Geeni

Greg Mandy

Getting Started with Service Geeni

User Settings

Learn about the System Settings in Service Geeni

System Settings

Learn the ins and outs of creating and Raising a Job!

Job Creation

Navigating the Help Centre

The essential articles to get you up an running

Setting up the Basics

Sales Analysis (SA) Code

Learn the essentials of creating a PA Code

Purchase Analysis (PA) Codes

Discover what languages are supported in Service Genei

Languages Available in Service Geeni

VAT Hierarchy

A Step-by-Step Guide on Migrating Data to Service Geeni

Data Migration to Service Geeni

Account Setup

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.