Let's get started using the app.
Here we will take you through the ins and outs of using the Service Geeni Mobile App.
If you haven't done so already, check out our article on the Mobile App's menus and layout: A Walkthrough of Service Geeni Mobile: Understanding the Menu Flow.
Raise a New Job
Within the app, you can raise a new job directly. To do this:
Open the menu from the top right corner.
Go to the New Job /Quote menu.
Click on Raise New Job.
From the list, you can:
Select a Site or Equipment item with the radio buttons.
Search for a specific Site or Equipment item using the Search Keyword field.
You can then choose to either:
Raise an equipment job by selecting the equipment from the list and then the type Service Task or Repair Task.
Continue with Raise New Job Details.
Raising a Site Job
Raising a Job to a Site will not have any equipment on the job, this may be because it's not listed or where unsure of which piece of equipment the job is for before you action the job.
Select the +Raise Site Job link.
Continue with Raise New Job Details
Raising an Equipment Job
You can raise a Service Task or a Repair Task for the equipment by clicking the Service or Repair Task buttons.
Repair Task
When you select Repair Task, a confirmation alert will popup, asking if you want to proceed with raising it.
You can then fill in all the necessary fields.
Service Task
When you select Service Task a confirmation alert will appear, asking if you want to proceed with raising it.
The raise Service Task will ask you for the type of service, which you can select from the list.
Click Select.
Continue with Raise New Job Details
Raise New Job Details
Whichever type of job you are raising you will need to complete the detail as required.
The following fields are *mandatory to raise the job.
Priority*
Reason to Raise Job*
Order Reference*
Location*
In addition the below fields can be entered.
Contact Person
Equipment
Internal Notes
Priority
Select a Priority from the dropdown.
Click Select.
Reason to Raise Job
This is the reason why you wish to raise this job, it could be something as simple as "damaged equipment".
Order Reference
This could be the name of the contact if they are not listed.
Location
This will autofill from the system, you can however change it by clicking the Change button.
By clicking Change you will be prompted if you would like to reset the Contact Details.
Click Yes to continue, or No if not.
Contact Person
Click on Contact Person and select from the list.
The Contacts displayed are those already listed in the system against the site record.
Click Select.
If a mobile number is stored against the contact record it will populate the Contact Number field.
Equipment
If this is related to a specific asset on-site, you'll be able to select or add it.
Here you can scan a barcode or QR code.
Learn more about bar and QR codes go to Using the scanner.
or Click select from the list.
Internal Notes
Internal Notes will only be available to your admin team and not the Customer.
Enter any Notes as required.
Once you've filled out the necessary details
Click Raise Job.
This will push it into the system, and you'll see it in your job list in real time.
You have successfully Raised a New Job!
The job will be given a number dependent on your system.
Working on an Existing Job
You can work on an existing job:
Tap on the Job Card from your job list to open it.
Here, you'll see all relevant details like the job description, assigned tasks, and any attached equipment.
Click on phone button to call the contact at the site.
Click on location button to find the site on the map and get directions.
Click on van button to start travelling to job
Click on start the task button to start working on the job.
Start the Task
When you are ready to start
Click Travelling to Job.
Once you have arrived and ready to start
Click Start the Task.
By selecting Start the Task, Travelling to Job buttons it will start and stop the watch accordingly.
The stopwatch configuration setting is optional and is generally set to "on" for your system, if this is turn to "off" it would allow engineers to manually add time.
Speak to your Admin Team for further details.
Accepting / Rejecting a Job
Accepting a Job
Select Accept.
Rejecting a Job
If you need to Reject a job.
Click on Reject and enter a reason.
Click Reject to confirm rejection of job.
The job will disappear from your job list.
New Job has been Issued
When a new Job is sent to your device the message New Job Issued pop up will appear.
Click on OK.
This acknowledges that you have received the job.
Click Jump to Job.
Will take you directly to the job for you to review and action.
Task Details
The Detail tab shows site access times, customer and task details, and other engineers assigned to the job.
Details (Task) Actions
In the Detail view, you can access more functionality by tapping the Actions button, a popup will appear.
In the popup window, you can:
Edit Task Details
Here you can edit and change the reason for call (description), the priority, job status and add or update an order reference.
Click Save.
Job Status
Select job status from the list.
Here you can also search a job status keyword.
Click Select.
Priority
Select the priority from the list.
Once selected, Click Save.
Take Site Photo
Click on Take Site Photo will open your device camera, allowing you to add a photo/s to the task.
Site Photo from Gallery
Click on Site Photo from Gallery will open your device gallery, allowing you to select from your gallery (previously taken photos) and add to the Task.
Add Site Documents
Click on Add Site Documents will allow you to select from photo library, take a photo or choose file, allowing you to quickly add a additional information to the site.
Take Job Photos
Click on Take Job Photos will open your device camera, allowing you to add a photo/s to the Job.
Job Photo from Gallery
Click on Job Photo from Gallery will open your device gallery, allowing you to select from your gallery (previously taken photos) and add to the Job.
Add Job Documents
Click on Add Job Documents will allow you to select from photo library, take a photo or choose file, allowing you to quickly add additional information to the job.
Send To Engineer
You may need to send a job to another Engineer for further investigation or because your shift is finishing.
Here you can send a task from a job to other Engineer to action.
Click the engineer you wish to send the task to.
Once selected, Click Send The Task.
Add Engineer
Select from list the engineer/s you would like to add to the task.
Take Ownership
Take Ownership allows you to take ownership of a job and task.
Click Confirm to take Ownership or Cancel to decline.
Equipment
The Equipment tab provides details about assets like make, model, or service history. You can also view documents or photos attached to the equipment record.
Equipment Actions
When working on a job, there is an Actions button at the top right of the screen which offers additional features:
View Equipment Documents
Click on View Equipment Documents, here any associated documents will be displayed.
Edit Equipment Details
Click on Edit Equipment here you can change and additional detail for the equipment.
Add New Equipment
Click on the Add Equipment button.
Complete all sections as required.
Click Save.
Change Equipment
Click on the Change Equipment button.
Select the equipment as required.
Equipment not Present
If you find the equipment on the job and task are not present at the site as described you can remove or archive the equipment.
It maybe the equipment has be decommissioned or remove to another location.
Select Equipment Not Present and select from Archive Equipment or Remove Equipment.
Archive Equipment
Archive removes and deactivates the equipment.
If this equipment is on any contracts, you will received the below message and the Archive will be unsuccessful.
Click on View to see the details or OK to close the window.
Remove Equipment
Removing the equipment will remove the equipment from the Job/Task, the equipment will remain on the system.
Click Yes to remove the equipment from the task.
Job History
Job History will take you to the Equipment Enquiry screen where it will list All history
Job, Parts, Purchase Orders (PO's) and Contracts.
Here you navigate and drill down to the information required.
Parts History
Click on Part History button to view detail of Parts used on previous jobs.
Quotation History
Click on Quotation History button to view detail of Parts used on previous jobs.
Forms
Here you can view any forms..
Form Actions
From the Actions button, you can add a New Form or view a Test Summary.
Add New Form
Click on Add New Form you will be presented with a list of forms that you can add to the Task.
Click Add to Task.
View Test Summary
Select View Test Summary will display further information.
Work Done
Here you can add equipment details like hours and damages, Parts, labour and any work notes. You can also add a signature, complete the task or complete and add a new task.
The options listed below are dependent on you system Setup.
For further information on other options such as Equipment Safe to use.
Equipment Hours
Enter the equipment hours.
Customer Damage and Repeated Failure
Selecting Yes for Customer Damage or Repeated Failure will give you the options to add recommendations, photo, private and public notes.
Book/Edit Parts
Click on +Book Part.
Add Stock Parts
Click on Add Stock Parts.
From here you can select parts from van, branch or search to find the part required.
Add Service Parts
Click on Add Service Parts.
From here you can select parts from van, branch or search to find the part required.
Van
If you have parts stored on you Van they will appear here.
Branch
Select the Branch radio button.
Click Select on the part required.
Here you will be given the stock levels.
Adjust the quantity by using the + / - buttons.
Click to add to task to add the part to the task.
If the Part isn't listed or you need to order parts click on Create Part Request.
View Part Requests
Click on View Part Requests.
Here any outstanding part request will be listed.
You can search by for part requests, by a word and change the search criteria by date range (from - to) and status (view). You can also scan a barcode for a part.
Part Request Status
Select the Status required to narrow search results.
Raise Part Requests
Click on Raise Part Requests
Here you can select by SKU or Miscellaneous.
Complete the quantity required, any notes, if you don't have a part number here you can add a photo or a document.
Add Miscellaneous Item
Click on Add Miscellaneous Item.
Select the Miscellaneous radio button.
Here you can enter a product name the quantity required and cost price, sale price and Supplier name. Fields marked with * red asterisk are mandatory.
View/Edit Parts
Allows you to select Parts from list to add to the task.
Allows you to view and edit parts already added to the task.
Click on View/Edit Parts
View/Edit Labour
Here you can see all time currently booked.
Click on View/Edit Labour
View Labour
Book Labour
Here you can select activity and adjust the Duration.
Click on +Book Labour.
Click on Add Labour.
Click on Update.
Work Done Notes
Complete and Add New Task and Equipment
You can add new tasks directly to a job, including adding new equipment if it's not already in the system. This feature allows for flexibility when new equipment is discovered or needs to be worked on at the site.
Complete a Task
Tasks can be completed or set to "Awaiting Signature" if the client isn't available for signing at that time.
Awaiting Signature
Interim job sheets allow for partial completion acknowledgment without closing the task.
Add New Task and Equipment
Click on +Add New Equipment & Raise Task.
Here you can also add a task to the Site that is not based on equipment.
Click +Add Site Task.
Linking Jobs
Jobs can be linked to each other to keep things moving efficiently throughout the day.
How to link Jobs
Raising a Quote Request
Go to raise Quote request
Root Causes
A list of root causes (e.g., No Fuel, Equipment Failure) can be added to ensure accurate reporting.
Root causes can be assigned to tasks to track why issues occurred, providing deeper insight into job outcomes.
Your admin team can add additional root causes. Adding a Root Cause
Select a root cause.
Add Notes: Document observations or work done.
Take Photos: Attach photos to the job, especially if it involves repairs or inspections.
Record Clock Hours: If the equipment has running hours, record those.
Completing a job
Once the task is completed:
Review the job summary, ensuring all notes, tasks, and customer signatures are gathered.
Finally, tap Complete Job.
Once tasks are complete, you're asked to select the Next Activity (e.g. travelling to the next job, or taking a break).
The system helps avoid errors by requiring the engineer to click "Working on Job" before they can proceed, ensuring all steps are followed.
Congratulations! You have Completed a Job.