All Collections
FAQs
FAQs - Barcode & QR Code on MobileUnderstanding Barcodes, QR codes and the Scanner
Work Done - Predefined Notes
Emails sent to Junk/SpamHow can I get emails to stop going into the Junk or spam folder
Service Geeni - New Look FAQs10 reasons to love the new look!
What version of Service Geeni do I have?
Forms - Saving and Importing PagesHow can I use a page from a different form
An error occurred while processing your request (error CS1061).What to when you get error CS1061 or similar
Can you rename Quote types?
Allocating Time to a Job / TaskManaging jobs and time allocated in Service Geeni
Using Report Parameters in Scheduled Report - Validation required
Can you bulk upload images to Equipment or catalogue items?Managing your Equipment and Catalogue Items.
Unable to renew or re-activate a contract
Mobile
Frequently Asked Questions about Service Geeni Mobile
Can you complete multiple tasks against a job?Selecting and completing a job with multiple tasks against it.
FAQs Mobile ReleaseWelcome to the New Service Geeni Mobile App!
How to clear the cache and data on an Android deviceProblems logging in / system refresh on mobile
Finance
Frequently Asked Questions
Discrepancies between VAT and Total on a consolidated invoice?Why is there a difference in the amount of VAT and Total on a consolidated invoice?
Do I need keep Xero open in Chrome during the time I push data from Service Geeni (i.e. perform Send to Accounts function)?
Managing Xero Contacts through Service Geeni.How do I manage my contacts for Customers and Suppliers in Service Geeni
Is there anything I need to verify before I start linking Service Geeni with Xero?
Reporting
Frequently asked question Business Intelligence, Reports, SSR Insights
Is SSR available to everyone?
Editing an Excel WorksheetHow to edit an Exported Excel Worksheet from SSR
I can't see the Self Service Reports module
How you rename a report in SSR?SSR renaming Reports
Changing the date format in SSR - Businesses IntelligenceHow do I change the date to UK format?
How to change the name displayed of field in SSR DashboardsUnderstanding settings in SSR, Business Intelligence & Insights
Understanding Errors in SSR, Business Intelligence, Insights.Understanding Errors in SSR, Business Intelligence, Insights.
Understanding data sets (fields and tables) in SSRWhy is the data different but has the same name
SSR - Dashboard Reports - Setting PermissionsLearn how Permissions work in SSR Dashboard Reports