FAQs
Service Geeni - New Look FAQs10 reasons to love the new look!
What version of Service Geeni do I have?
An error occurred while processing your request (error CS1061).What to when you get error CS1061 or similar
Emails sent to Junk/SpamHow can I get emails to stop going into the Junk or spam folder
Allocating & Adjusting Engineer Time on Jobs and TasksManaging Jobs and Engineer time allocated
Can you bulk upload images to Equipment or catalogue items?Managing your Equipment and Catalogue Items.
FAQs: Forms - TCC (Tests, Certificates and Calibrations)Creating and managing your forms
Trouble Shooting: Goods Received
Logging a job without Service Geeni CredentialsRaise a job with the QR feature
FAQ-Upcoming PM/ Service jobsLearn how to view them
FAQ-Contracts Not Appearing Correctly
FAQ-Documents - Footer is TruncatedHow to fix a cut off Footer in the Document editor
FAQ- SSR Dashboards Exporting DataHow to export data in different formats from the Dashboard
FAQs - SSRLearn about common sticking points and frequently asked questions within SSR
FAQ: Adding Shipping CostsHow to add shipping costs to your Equipment Deal
FAQ : How Invoice Values are CalculatedLearn how Service Geeni works our Income values
Mobile
Frequently Asked Questions about Service Geeni Mobile
FAQs Mobile ReleaseWelcome to the New Service Geeni Mobile App!
Can you complete multiple tasks against a job?Selecting and completing a job with multiple tasks against it.
How to clear the cache and data on an Android deviceProblems logging in / system refresh on mobile
Engineer Config Profiles - Booking TimeHow to change Automatic / Stopwatch booking of time (Labour / Travel)
FAQ: Engineer ShiftsCan't login due to "No Shifts" message
Finance
Frequently Asked Questions
How VAT is calculated on invoices
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?
Is the link between Service Geeni and Sage one way only?
Reporting
Frequently asked question Business Intelligence, Reports, SSR Insights
SSR: Field UnavailableThere may be instances where you cannot see or use a field from another table, as it is greyed out.
Forms and Template Documents
Forms and Template Documents
Forms - Saving and Importing PagesHow can I use a page from a different form
Job Management
Job Management
How to Create/Edit Root CauseLearn about Root Causes
FAQs: Equipment Service Schedule (ESS)Can you change how the Services are displayed on ESS?
What period are schedules for servicing generated?ESS, Servicing Contract generating services.
Work Done - Predefined Notes
Unable to renew or re-activate a contract
FAQ: Trouble Shooting Subcontractors