If you manage a HVAC business you need your skilled teams of engineers to deliver jobs as efficiently as possible to help maximise profitability.


Service Geeni manages customers, quotes, contracts, scheduling, parts management, F-Gas compliance, administration, invoicing, reporting and so much more.


Whether you manage Heating, Air Conditioning or Refrigeration, the Service Geeni HVAC edition is created specifically for your needs, resolving all the pain points HVAC businesses face. Streamlining processes, reducing administration, tracking assets, scheduling maintenance and managing compliance from one easy to use software, accessible anywhere on any device for engineers, for your back office team and for you.

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Does improving first-time fix rates sound too hard or like someone else’s problem?

So many Service Managers strive to achieve FTFR because they know this builds customer satisfaction and success but also helps to retain engineers because no one feels good leaving a job unresolved. However, if you go one step further and show what a 10% improvement looks like in terms of financial value, then you are more likely to get the support you need to improve FTFR, because for many businesses customer satisfaction sadly doesn’t get the same attention as profitability, despite how closely these are linked.

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F-Gas (Fluorinated Gas) Compliance

Access risk assessments, method statements, work specifications and templates. Helping engineers to complete mandatory PPM tasks including tracking and managing F-Gas movements with a complete audit trail, Issuing F-Gas and Gas Safety Certificates to customers without the administrative headache.


Scheduling is all about getting the right engineer to the right place at the right time with the right parts to increase First Time Fix Rates. Service Geeni service management software increases the number of jobs your engineers can complete in a day, reducing second visits to complete work, enhancing productivity and revenue.

Bespoke Forms

Increase quality levels with bespoke checklists and forms to ensure all jobs are accurately completed and recorded. With pre-set fields and drop down menus to reduce engineer time and data accuracy. Publish bespoke forms for customers and contracts, add their logos and make issuing HVAC compliance documentation easy and automated.

Manage HVAC assets

Control all your asset registers and job history, in one easy to use module. Get the information you need, when you require it allowing you to easily manage all of your assets.

Stock Control

Matches parts requirements to inventory levels to ensure the right materials handling parts are purchased just in time and available for every job, tracking goods received before allocating work to Engineers.

Mobile Software

Gives Engineers access to full site history, equipment registers and service job sheets when working remotely. Receiving planned maintenance and reactive schedules and emergency job updates on the move. Inputting data quickly and accurately on the job, removing boring paperwork, reducing back-office duplication, ensuring invoices can be issued in good time.

Issue Job Sheets & Invoices Automatically

Once work is completed and approved, documentation and certificates can be automatically emailed to relevant stakeholders, reducing administration and ensuring your customers are never left waiting for you.

PPM Contract Management

Enables accurate planning of maintenance visits in accordance with SLAs, agreed work and compliance testing, so you never miss a test, let a customer down, or miss out on a billing opportunity. Make tracking profitability by contract / customer is easy with standardised reporting based on data engineers input on the job.

Self-Service Reporting

Self-Service Reporting means you can create your own reports, right down to each field you want to see on each report, so you only generate accurate, meaningful, real-time data that’s worth your attention, data that you can trust, and use to make sound business decisions.

Seamless Integration with 3rd Party Applications

From Accountancy Software, CRM applications to Global ERP systems. Service Geeni’s partnership with Jitterbit enables integrations without bespoke coding, making the transfer of information between systems easy and seamless, removing duplication, and fast-tracking process improvements without compromise.

Don’t just take our word for it

After talking to Service Geeni and other potential providers Liftmaster chose Service Geeni as we are confident their solution will suit our immediate and future needs being able to integrate everything we do into one system. Adam and the team were very helpful throughout the process and provided us with informative demonstrations whenever we requested one, which reassured us that Service Geeni was the right fit for our business.
IT & Communications Manager
The Service Geeni software has been a major factor in the way the company has built and controlled the business. Things are so much quicker and more efficient now.
Service Director
Service Geeni has made a big difference to the financial strength of the operation. The availability of cost reports on maintenance contracts is especially useful.
Head of Service
Customer service is enhanced, bottlenecks are eliminated. We have grown and are comfortably handling more business, without the need to employ more staff. Sales have increased by 86%.
Service Manager