How Can We Help?
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Operations
- Using the Genius Checklist System (Web Based)
- Using the Genius Security Checklist System (Mobile App)
- Using the Genius Cleaner Checklist System (Mobile Website)
- Adhoc Work Orders
- Adhoc Work Orders - Corrigo Integration
- How to approve Work Orders that have been rejected - For State Managers
- Service Provider Staff – Quote Submission and Work Completion Evidence
- Planned Preventative Maintenance (PPM)
- Assign a CSM to a Site
- Assign a Site Manager to a Site
- Escalations
- Processing a Missed Clean Credit
- Processing a Missed Clean Makeup
- QA Records
- QA Report Client Recipient
- QA Report Settings
- Timesheet Lock
- Incident Register
- Incident Register on Mobile App (For employee)
- Checklist Reports
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CRM/BD
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Roster/Timesheets
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HR
- Adding Client Induction Documents
- Check Pending/Completed Conversions
- Conversion of Employment
- Create Leave Requests on behalf of Field Staff/Cleaners
- Leave Request Process
- Partial Leave
- HR Conversion of Employment
- HR FAQ
- HR Onboarding – How to upload a file
- HR Onboarding Admin Guide
- HR Onboarding Cleaner Guide
- HR Schedule
- Onboarding – Updating Your Ezko Onboarding Record
- Onboarding – Updating Your SKG Onboarding Record
- Onboarding - Updating TFN
- Onboarding – Updating Bank Details
- Onboarding – Uploading Super Form
- Onboarding – Uploading Tax Form
- Onboarding Invitation Logs
- Onboarding Workflow
- Remove-Cancel Onboarding Invitation
- Schedule
- SP Onboarding
- Terminating a Service Provider Staff
- Terminating an Employee
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Other
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Time and Attendance
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Print
CRM Reports
PostedDecember 16, 2022
UpdatedDecember 16, 2022
Byaudigital
- Go to CRM -> Clients
- View Client Reports
The report will show:Sites (active) Number of Sites Rosters Number of Roster Entries QA Templates Number of QA Templates Sites which have NFC record Number of recorded NFC tracking setups QA Summary (This year) Client QA Summary for the year 
Table of Contents
