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Job Management

Efficient Job Management Software for Service Teams

Whether your engineers are in-house or in the field, Service Geeni can help you streamline your team’s tasks and boost first-time fix rates.

The #1 choice for thousands of industry leaders

Features

Streamline Your Operations with Job Management

Service Geeni’s Job Management Software reduces paperwork and streamlines processes. It helps you assign jobs based on location, skills, and available parts. With real-time updates, drag-and-drop scheduling, and engineer diary management including for subcontractors, you can ensure efficient team operations. Whether you are looking to improve efficiency, increase profitability, or keep your customers happy.

Streamlined Operations & Reduced Paperwork

Our Job Managemment module automates routine tasks and reduces the need for manual paperwork. Integrated engineer diary management and real-time job updates help maintain accurate records, allowing you to focus on delivering a reliable service.

  • Automated job updates
  • Integrated engineer diaries
  • Reduced manual data entry
  • Accurate record keeping
Engineer carrying out repair on machine
Skilled engineer working on power box

Optimised Job Allocation

With Service Geeni, you assign the right engineer to every job by using real-time data on location, skill set, and van inventory. This targeted approach boosts first-time fix rates, ensuring customers receive prompt and effective service while improving overall efficiency.

AI Route Planning & Scheduling

If your engineers are out in the field, you'll benefit from our AI powered route optimisation tool. Automatically calculate the most efficient route combination for your entire team. This feature saves time, reduces fuel costs, and ensures that every journey is as efficient as possible.

  • AI-driven route planning
  • Most efficient team routing
  • Reduced travel time and fuel costs
  • Intuitive scheduling interface
Large van driving down a road
Man in hard hat and high vis using a laptop

Enhanced Communication & Subcontractor Management

Stay connected with your team and manage subcontractors effectively using real-time updates and a unified system for job details. This seamless coordination ensures accurate billing, timely feedback, and a more efficient service operation.

Our Support

More than Just Job Management Software

Service Geeni’s Job Management module packs a wide range of advanced features designed to transform field service management. This powerful combination streamlines operations, boosts productivity, and ensures your customers receive the best experience.

Comprehensive Job Management

Create, assign, and track maintenance jobs from start to finish with integrated diary management. Maintain real-time updates that keep tasks on track, ensuring smooth operations and enhanced accountability.
Manager or director looking at system data across two computer monitors

Intuitive Drag-and-Drop Scheduling

Rearrange and reassign jobs quickly with our drag-and-drop interface. Adjust schedules swiftly, keeping operations flexible and responsive.
Engineer carrying out training with another engineer

Efficient Team Organisation

Group and manage engineers effectively for balanced workloads and seamless job allocation across your service areas.

Real-Time Engineer Location Tracker

Monitor your team’s location in real time to allocate jobs efficiently and respond promptly to urgent tasks.
person in a car using tablet screen with map on it

FEATURES

What Else Does Service Geeni Do?

But of course that's not all we do. Explore the full range of modules that make Service Geeni the complete Service Management Tool.
Testimonials

Helping Service Teams Deliver More, Every Day

Businesses across asset-centred industries use Service Geeni to simplify service management, improve efficiency, and reduce downtime. Hear from companies who’ve made the switch.

We’ve been working with Service Geeni for over 5 years using their service management software, and it’s been a great benefit to us. Initially, the software was used to keep track of truck breakdowns, but over time this has evolved and now we have trackers on all trucks and use mobile devices in the field, giving us complete visibility.

Service Director

It’s so much easier to see what jobs are still live, we used to have to trawl through all the different accounts. Now we just look at Service Geeni and all the information we need is right there. It’s very useful to have that visibility. Makes our lives easier in the office.

Jo
Small Works Co-ordinator, Arden Construction

We’ve been working with Service Geeni for over 5 years using their service management software, and it’s been a great benefit to us. Initially, the software was used to keep track of truck breakdowns, but over time this has evolved and now we have trackers on all trucks and use mobile devices in the field, giving us complete visibility.

Service Director

It’s so much easier to see what jobs are still live, we used to have to trawl through all the different accounts. Now we just look at Service Geeni and all the information we need is right there. It’s very useful to have that visibility. Makes our lives easier in the office.

Jo
Small Works Co-ordinator, Arden Construction
Why Us

Why Service Geeni for Job Management?

Service managers juggle countless tasks every day. From dispatching the right engineer to managing routes and keeping up with paperwork. Service Geeni simplifies these challenges with real-time job updates, intuitive scheduling, and AI-driven route optimisation. It gives you complete oversight of your team, reduces administrative burdens, and lets you focus on delivering top-quality service, all while boosting efficiency and profitability.

Two engineers in PPE shaking hands

We’re With You Every Step of the Way

Switching service software can feel daunting, but you’re not on your own. With a dedicated implementation team, customer success representatives, and a knowledge base full of how-to guides and videos, you’ll always have the support you need.
I just wanted to praise one of the customer service Help Desk officers who has been very helpful over the past few weeks, assisting me with getting certain changes on the system adjusted.
Lee Dodds
Operations,
Clark Electrical Industries Ltd
200+ support tickets resolved weekly
4.5/5 average support rating
100% of major issues resolved in under 60 minutes
100% of issues responded to in under 30 minutes
FAQ
Job Management

You have questions we have answers

How can I track the performance of my assets in real time?

Service Geeni’s KPI dashboards give you a real-time snapshot of asset performance, including uptime, downtime, and maintenance schedules. You can monitor key metrics such as equipment availability, repair rates, and service compliance, ensuring your machinery and assets are always performing at their best.

Can I track and compare performance across multiple equipment types or job sites?

Yes, Service Geeni allows you to compare performance metrics across different assets, job sites, or even regions. This flexibility ensures you can gain insights into how various equipment or service teams are performing, helping you identify trends and optimise operations.

How can I handle client-specific reporting needs?

With Service Geeni’s bespoke reporting capabilities, you can easily create reports that cater to specific client needs. Whether it’s tracking maintenance history, asset performance, or job completion rates, these custom reports can be shared directly with clients, ensuring transparency and building trust.

How does Service Geeni support operational decision-making with its reporting?

Service Geeni provides actionable insights that directly impact operational decisions. With detailed reports on equipment utilisation, downtime, and maintenance costs, you can make informed choices about resource allocation, preventative maintenance, and repair strategies.

Can the system track the financial impact of equipment downtime?

Absolutely. Service Geeni’s reporting module can help you quantify the financial impact of downtime by tracking maintenance and repair costs alongside lost productivity. This gives you a clearer understanding of how equipment issues affect your bottom line, allowing you to take action to minimise costs.

Can I get insights into engineer performance and productivity?

Yes, Service Geeni’s reporting tools let you track individual performance for field service engineers. You can measure metrics such as job completion times, repair quality, first-time fix rates, and response times, allowing you to identify top performers, highlight areas for improvement, and optimise team performance.

How can I use data to improve long-term asset management?

Service Geeni helps you track asset health over time, providing valuable insights into maintenance cycles and repair history. With this data, you can predict when assets are likely to need repairs or replacements, helping you plan for long-term asset management and avoid unexpected breakdowns.

FAQ
Job Management

You have questions we have answers

How does the software track stock levels for spare parts?

Service Geeni's stock control software feature continuously monitors stock levels, automatically updating inventory as parts are used in maintenance jobs or new stock is received. It also provides alerts when stock is running low.

Can the software automate reordering of spare parts?

Yes, you can set minimum stock level thresholds. The system will then automatically generate purchase orders when stock reaches a critical level, ensuring essential parts are always in supply.

Can you track which parts are used for specific maintenance jobs?

Yes, Service Geeni's inventory software logs every part used for repairs and servicing, linking it to specific jobs and equipment. This provides full visibility into part usage and costs.

Can I track serial numbers and warranties for individual parts?

Yes - the system records serial numbers, batch details, and warranty information, helping businesses claim warranties and track part lifecycles effectively.

Can I generate reports on stock usage and costs?

Businesses can generate detailed reports on part consumption, stock valuation, supplier performance, and overall maintenance costs.

FAQ
Job Management

You have questions,
we have answers

How does automated PPM scheduling work?

Service Geeni’s Planned Preventive Maintenance software module enables automatic scheduling by tracking service history, equipment usage, and regulatory requirements to generate maintenance schedules. It ensures services happen on time, reducing the risk of breakdowns and compliance issues.

Can maintenance plans be customised for different types of equipment?

Yes, you can create customised servicing kits and work instructions tailored to specific equipment models or types using our maintenance scheduling software. This ensures each service follows the correct procedure for optimal performance and longevity.

Does the software send reminders for upcoming maintenance tasks?

Absolutely. Timely reminders are sent to engineers and managers, ensuring no service is missed and maintenance tasks are completed on schedule.

Will Service Geeni software help manage compliance and safety checks?

Absolutely. The system can schedule safety inspections, generate compliance reports, and ensure that all equipment meets industry regulations. It also provides digital checklists for pre-hire inspections to confirm that machinery is safe and ready for use.

How does the system help reduce equipment downtime?

By proactively planning maintenance and automating scheduling, Service Geeni ensures that servicing happens before failures occur, minimising unplanned downtime and keeping equipment in top condition.

Can engineers access servicing instructions on-site?

Yes, engineers can view work instructions and servicing kits via the platform, ensuring they have everything they need to complete each job efficiently and correctly.

What industries can benefit from Service Geeni’s Planned Preventive Maintenance module?

Our PPM software is ideal for industries that rely on regular equipment maintenance, including materials handling, manufacturing, HVAC, ground support, construction, medical equipment servicing, and more.

FAQ
Job Management

You have questions,
we have answers

What should I look for in a good Job Management tool?

A good job management tool should make scheduling easy, keep your team connected, and fit seamlessly into your wider operations.

Look for smart scheduling, real-time updates, and engineer management to keep jobs on track. Mobile access is also a must for engineers in the field, and features like automated workflows, customer history, and accounting integrations help everything run smoothly.

Service Geeni’s job management module brings all this together as part of a complete service management system, so you can work smarter and deliver better service.

Can I schedule jobs based on engineer availability and location?

Yes, the system considers engineer availability, skill set, and live location to assign jobs efficiently, helping reduce travel time and improve job completion rates.

Can I set different priority levels for jobs?

Yes, you can easily assign different priority levels to jobs based on urgency or customer requirements. This feature ensures that critical tasks are addressed first, while lower-priority jobs can be scheduled accordingly. You can also adjust priorities in real-time if job requirements change, keeping your team flexible and efficient.

How does the software handle emergency call-outs?

Our system is designed to respond quickly to emergency call-outs. You can override the regular schedule to dispatch the nearest available engineer, ensuring a swift response to urgent issues. The real-time updates and location tracking ensure that engineers are deployed as quickly as possible, helping you meet customer expectations for fast service, and respond to more urgent maintenance and repair jobs.

How does the software support multi-site job management?

Service Geeni enables efficient job management across multiple sites. You can assign jobs to engineers based on their location or availability, track progress at different sites, and ensure that work is completed on time. Whether you’re managing a fleet of engineers or servicing multiple locations, the software provides clear oversight and coordination across your entire operation.

What integrations does the software support for Job Management?

Our software supports seamless integrations with popular accounting platforms such as Sage, Xero, and Iplicit. It also works with third-party systems for GPS tracking, inventory management, and ERP systems, ensuring that all your business tools work together in one cohesive system. Need a custom integration? We can help with that too!

Can I generate job cost reports, including labour and parts?

Yes, our system makes it easy to generate detailed job cost reports. You can track labour hours, parts used, and any other associated costs for each job. These reports give you a clear picture of your expenses, helping you maintain profitability and ensure accurate billing. The data can also be used to identify trends and optimise your cost management strategies.

FAQ
Job Management

You have questions,
we have answers

How does the hire software track maintenance schedules?

Service Geeni’s equipment rental software automatically logs maintenance schedules based on manufacturer recommendations, usage hours, or rental history. It then sends reminders to your team when servicing or inspections are due, ensuring nothing gets overlooked.

Can Service Geeni software track equipment usage to determine when maintenance is needed?

Yes, our software tracks your equipment usage through meter readings, GPS tracking, and rental data. It can trigger maintenance tasks based on actual usage (e.g., hours operated or distance travelled) rather than just fixed calendar dates, helping you to keep on top of important maintenance tasks at the ideal times to keep your machinery running and customers happy!

Does the software allow maintenance history tracking for each asset?

Yes, your assets are at the forefront of our software’s capabilities. What does this mean for you as a hire company? It means you have access to past maintenance, repairs, parts replacements, and servicing logs for every single asset within your business. This information ensures you can stay compliant, manage warranties, and make informed decisions about equipment repairs or replacements.

Will Service Geeni software help manage compliance and safety checks?

Absolutely. The system can schedule safety inspections, generate compliance reports, and ensure that all equipment meets industry regulations. It also provides digital checklists for pre-hire inspections to confirm that machinery is safe and ready for use.

How does the software help reduce equipment downtime?

By proactively scheduling maintenance and alerting teams to upcoming service needs, the software helps prevent unexpected breakdowns. Real-time tracking of faults and repairs ensures that issues are addressed quickly, reducing downtime and maximising equipment availability. This benefits both you and your customers, keeping your revenue coming in and ensuring your equipment is available to customers as and when they need it. 

FAQ
Job Management

You have questions,
we have answers

Can Service Geeni help manage contracts and service agreements?

Yes, Service Geeni allows you to store, track, and manage customer contracts and service level agreements (SLAs). This ensures you never miss a renewal date and can easily monitor compliance with agreed service terms.

Is there a way to track outstanding invoices and overdue payments?

Service Geeni provides real-time tracking of outstanding invoices, overdue payments, and customer payment history. Automated reminders can also be set up to encourage prompt payments.

Can you assign different access levels for your team?

Yes, Service Geeni supports role-based access control, allowing you to restrict or grant access to specific features based on job roles. This ensures sensitive financial or customer data is only accessible to authorised personnel.

How does Service Geeni help with managing customer relationships?

With customer lifecycle management and a 360-degree view of customers, Service Geeni tracks every interaction, service history, and SLA agreement, helping you provide a personalised and efficient service.

Is there a way to offer special pricing to specific customers?

Yes, you can set up customer special pricing to apply discounts or custom rates automatically, ensuring consistent and competitive pricing for key clients.

What is the Customer Web Portal?

Our Customer Web Portal allows customers to raise and track jobs in real time, reducing inbound calls and improving service transparency. This self-service approach keeps customers informed while freeing up your team’s time.

FAQ
Job Management

You have questions,
we have answers

How does Service Geeni help track individual asset performance?

Unlike traditional site-based systems, Service Geeni’s asset management software tracks each asset individually. You can monitor job history, parts usage, depreciation, and profitability to ensure informed decision-making and maximise equipment efficiency.

Can I track asset maintenance schedules and service history?

Yes, Service Geeni records comprehensive asset maintenance histories, ensuring that every service, repair, and part replacement is logged. This helps you stay on top of preventative maintenance, reducing downtime and unexpected breakdowns.

How does QR coding improve asset tracking?

Each asset is assigned a unique QR code, allowing engineers to quickly scan and access its full history, service records, and performance data. This makes asset identification and reporting faster and more accurate.

Can I customise asset records to fit my business needs?

Absolutely. Service Geeni allows you to add custom fields to asset records, ensuring you capture the specific data that matters most - whether it’s warranty details, inspection dates, or compliance information.

Can the software track asset depreciation?

Service Geeni software has a function that automatically tracks asset depreciation over time, giving you a clear understanding of an asset’s value and lifecycle. This helps with financial planning, investment decisions, and ensuring accurate accounting records.

Can I see profitability data for individual assets?

Yes, you can track profitability at an asset level by monitoring maintenance costs, downtime, and job history. This helps businesses make data-driven decisions about whether to repair, replace, or retire assets.

How does Service Geeni help with compliance and safety reporting?

With built-in compliance tracking, you can log safety checks, risk assessments, and service certifications directly within the asset record. This ensures compliance with industry regulations and provides a clear audit trail.

Can I generate reports on asset maintenance and performance?

Yes, Service Geeni provides real-time reporting on maintenance schedules, asset performance, and financial impact. You can access standard reports or create custom asset reports tailored to your business needs.

How does Service Geeni benefit hire companies managing equipment fleets?

For businesses that rent out or lease equipment, Service Geeni tracks usage, wear and tear, and service history to ensure assets remain in top condition. It also helps maintain accurate records for billing and contract management.

FAQ's
Job Management

You have questions,
we have answers

How does the Service Geeni mobile engineer app improve productivity?

Our mobile engineer app enhances productivity by providing real-time job updates, digital forms, time tracking, and instant job acceptance. Engineers can access job details, complete reports on-site, and reduce admin work, allowing them to focus on delivering high-quality service, every time.

Can engineers access job details remotely with the mobile workforce management app?

Yes! Service Geeni's mobile app allows engineers to instantly receive new job assignments, update job statuses, and view all relevant details from their mobile device - improving efficiency and response times.

Is the field service mobile software easy to use?

Yes, our mobile app is designed with engineers in mind. Unlike many systems which are over complicated and simply unusable, we've spent a lot of time perfecting our app design and user interface, and are constantly looking for ways it could be improved further.

The current UI features an intuitive interface, easy navigation, and quick access to essential job details, ensuring engineers can complete tasks efficiently.

What features does the field service engineer app include?

Service Geeni's engineer app includes:
- Instant job acceptance and status updates
- Digital forms and risk assessments
- Time and expense logging
- Photo capture and annotation
- Asset management and service history access

And so much more! Book a free demo with our knowledgeable team to see its full capabilities for yourself.

Can engineers use the app offline?

Yes, Service Geeni’s mobile workforce app supports offline functionality, allowing engineers to complete tasks and sync data once a connection is available.

How does the app support compliance and risk assessments?

Engineers can complete digital forms and risk assessments directly within the field service mobile software, ensuring all safety protocols are followed and compliance records are maintained accurately.

Is the mobile workforce management app compatible with all devices?

Yes, our mobile app works on both iOS and Android devices, ensuring engineers can stay connected no matter what mobile device they have available.

How does the app integrate with other Service Geeni service management software modules?

Service Geeni’s mobile workforce app is designed to seamlessly integrate with all other modules in our service management software, creating a fully connected system that enhances efficiency and boosts first-time fix rates.

Job Management – Engineers receive job details instantly, update job statuses in real-time, and access service history to complete tasks efficiently. The app ensures all job data is logged and synced with office systems, eliminating miscommunication and delays.

Hire Management – If your business hires out equipment, engineers can use the app to track hire status, perform inspections, and update availability, ensuring accurate records and smooth operations.

Stock & Parts – Engineers can check stock levels, request parts, and update usage directly from the app. This prevents delays caused by missing components and ensures that the right parts are available for repairs, improving first-time fix rates.

Customer Management & Accounting – The app provides engineers with customer details, service history, and contract agreements, ensuring they have all the necessary information to deliver a seamless customer experience. Completed jobs automatically update invoices and service records for accurate billing.

Planned Preventative Maintenance (PPM) – Engineers can access and complete scheduled maintenance tasks directly from the app, ensuring preventative work is carried out on time and reducing unexpected breakdowns.

Reporting & Business Intelligence – Data collected in the app feeds into Service Geeni’s reporting tools, giving managers valuable insights into job performance, engineer efficiency, and asset reliability, helping make data-driven decisions.

Asset Management – Engineers can update asset records, track equipment service history, and add new assets directly from the field. This ensures accurate record-keeping and helps businesses extend asset lifespans while maintaining compliance.

By working together, these modules streamline every aspect of service management, reducing admin time, improving communication, and ensuring that engineers have everything they need to complete jobs efficiently. This end-to-end integration helps businesses achieve higher first-time fix rates, maximise engineer productivity, and deliver exceptional service to customers.

Does the mobile engineer app integrate with other systems?

Yes - not only does our mobile engineer app work seamlessly with the other Service Geeni software modules, it also allows for third party integrations, including:

Accounting Packages: Integrates with platforms like Xero, Sage, and QuickBooks, ensuring real-time financial data flow and improved invoice accuracy.

ERP Systems: Connects with ERP solutions such as SAP, Microsoft Dynamics, and Oracle, allowing seamless data transfer between production and service departments.

CRM Systems: Interfaces with CRM tools like Salesforce, Microsoft Dynamics, and Zoho, facilitating efficient customer relationship management and data synchronisation.

Need a custom integration? Speak to our team about how we can help!

Check our More Features

Asset Management

Reporting & Business Intelligence

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Have questions or want to know how Service Geeni fits into your business? Whether you’re looking for integrations, pricing, or just some expert advice, we’re here to help. Reach out to our team and let’s chat about your needs.