Service Geeni Customer Portal Just Got Smarter – Here’s What’s New
We’re thrilled to introduce a major update to the Service Geeni Customer Portal, delivering a sleeker, more intuitive experience designed to help you get things done faster and with less hassle.
From a completely redesigned navigation system to a customisable dashboard and personalised branding options, we’ve fine-tuned every detail to ensure you have the smoothest, smartest experience possible.
What is the Service Geeni Customer Portal?
The Customer Portal is Service Geeni’s way of giving your customers direct access to your system. Whether they need to log jobs, track service updates, or access important information, the portal provides a seamless, self-service experience.
Smarter Navigation: Everything Where You Need It
Say goodbye to hunting through menus - our revamped navigation puts everything within easy reach. We’ve moved the menu to the left-hand side, freeing up space and making it easier to find exactly what you need.
Why You'll Love It:
- Clearer, faster access. Instantly see all your options at a glance, without the clutter.
- More screen space. No more horizontal scrolling. Focus on your work, not your menu.
- Easier on the eyes. Improved font sizing for sharper readability and reduced strain.
Standout Features:
- The menu is expandable and collapsible, giving you control over your workspace.
- Your preferences are saved, so your menu stays open or closed just how you like it.
- One-click access reduces uneccessary navigation and keeps everything within reach.
- Icons and colour highlights make it clear where you are in the system.
- Hover tooltips provide quick identification when using the compact menu.
A Dashboard That Works Your Way
Your home page has had an intelligent refresh, designed to put the most important actions front and centre.
What's New:
1. The 'Raise New Job' button lets you start a new job in a single click, straight from the dashboard.
2. The dashboard is fully customisable, so you can arrange it to suit your workflow.
3. KPI interaction is smarter than ever:
- Hover over KPIs to reveal quick settings.
- Click on any KPI to see an instant pop-up with in-depth insights.
- Customise KPIs within the modal for full control over your data.
Refined Module Organisation – Less Guesswork, More Clarity
To make finding key functions even more intuitive, we’ve streamlined module names and introduced new, clearer icons:
- Accounts is now Invoices.
- Quote is now New Quote.
- We've introduced fresh, modern icons for a clearer more professional look.
Brand It Your Way with Custom Logos
Your Customer Portal can now feel even more like an extension of your business. With our new custom branding feature, you can upload your company logo, reinforcing your identity every time you log in.
This update gives you a professional, cohesive look within the portal, making interactions feel even more tailored to your business. Your logo will sit prominently at the top left of the portal, ensuring that your brand is front and centre.
See the Difference for Yourself – Book a Demo Today
This isn’t just a fresh coat of paint - it’s a smarter, more powerful way to manage your operations. If you’re not using Service Geeni yet, now’s the perfect time to see what all the fuss is about.
Book a demo today and discover how Service Geeni can transform your service management with cutting-edge efficiency, customisation, and control.
Click here to schedule your personalised demo and take the first step towards streamlined operations.
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