Job Management

Keeping everyone up to date
With our job management software, it’s easy to keep track of jobs. So, you can efficiently manage your service, installation, repair and hire contracts with ease. What’s more, because everyone has access to the latest job updates, in real-time, your customers will always know what’s happening – leading to higher levels of satisfaction and efficiency.

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Feature

Features

Our job management software makes it easy for your service desk team to log jobs and allocate engineers based on skill sets, customer SLAs, and response times.
With the intelligence to find customers using a wide variety of search terms – including incomplete data – and the ability to tag jobs by type, no time is wasted. Your data is consistent and complete, and everyone has access to the whole picture.
Your team can even add notes, order numbers or any other information you might need to a customer record. What’s more, precedence can be given to urgent jobs, and warnings set up to alert you to any possible time slips.

Access business intelligence data

Our smart software provides at-a-glance job-based reports using easy to understand dashboards which can be exported as PDFs or Excel spreadsheets; so you can send your customers regular and tailored reports.
Even better, you can provide your customers with access to their very own customer portal, so they always know what’s happening (while reducing the burden on your team).
With a wide range of performance metrics, access to such insightful business data can lead to actionable insights and improved decision making.

Get accurate status updates

Your engineers can view and update the status of each job, in real time.
So, from accepting a job, to engineers en route, arrival and completion, your back-office team always know what’s happening. At the same time, adding a note or sending a report to the customer takes seconds; so you boost both productivity and customer satisfaction.
What’s more, with the ability to update a job made quick and easy, jobs can be marked as complete and invoices generated quicker.

Allocate jobs to engineers

Choose the right engineer based on geography, skill set, customer SLAs, or response times, and deploy their work schedule using our Mobile Worker App. Jobs are then sent directly to your engineers’ mobile devices at the start of their shift; prioritised by location, urgency, etc.

Each assignment comes complete with all the information your mobile workers need, including customer address, contact information, job notes and history, images, and any site access instructions. If they click on the postcode for the job, the App launches Google Maps which they can then use as a Sat-Nav tool.

Schedules can also be updated during the day should priorities change, with alerts sent to the relevant engineers. Once done, jobs can be marked as complete or flagged for further action.

Benefit from automatic costings

Our quoting software completely automates costing for you and provides at-a-glance profit and margin information. Travel time, time spent on a job, and any parts and materials are all costed to the job.

Providing clarity to your back office team, you’ll be able to see and review the value of each customer based on their particular rates, and make informed decisions about where you need to adapt these rates.

Benefit from Google Map integration

By enabling live location tracking that provides real-time job updates, you’ll always know where your engineers are. So, you can assign tasks to the right engineers using location and scheduling data.

For example, you’ll be able to automatically calculate the distance between the job and the nearest available engineer. Furthermore, if there are roadworks to avoid or delays that could impact your productivity, you’ll have all the information necessary to keep your customers updated.

As well as being able to determine where engineers are with their current schedule, you will also be able to use this data to best respond to urgent reactive calls.

Benefit from simple job logging

Service Geeni has been a major benefit to our business and now we could not run our business without using it. It gives us complete traceability, allows us to know where our fleet is at any one time, saves on paper and admin and the system keeps track of tasks that have been completed meaning everything is in one place. It has allowed our business to be more efficient.
Director
After researching the market, we found that compared to other providers Service Geeni gave us the flexibility we needed, this was critical due to the nature of the service contracts we manage. Service Geeni has also delivered on their client care and customer service promise; knowing that their support is only a phone call away and they will always provide us with a solution has been a great benefit.
Director
Service Geeni provides a first-class service all of the time and we could not be happier. Whenever we have a question the team are very helpful giving a simple and clear explanation and always a solution that fits our business.
Director
We manage forklift fleets across the country for a wide range of clients with different requirements, so we needed service management software to help us increase efficiency and enhance our customer service & Service Geeni does just that.
Service Manager
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