Customer Management Software
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The #1 choice for thousands of industry leaders
Smooth Sailing for Your Accounts
Efficient Invoicing & Faster Cash Flow
Service Geeni makes billing straightforward by integrating with popular accounting tools and offering multi-currency invoicing as standard. Send invoices promptly and get paid faster, reducing paperwork and keeping your cash flow in good order.
- Integrated accounting tool support
- Multi-currency invoicing built in
- Automated email invoicing
- Faster payment cycles
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360° Customer Care
Get the full picture of every client with a complete view of customer history, SLA management, and special pricing. While traditional customer tracking software might focus on basic contact details and interactions, Service Geeni provides a comprehensive customer management solution - helping you tailor your service so every customer feels individually valued.
- Complete customer lifecycle view
- Detailed SLA tracking
- Special pricing management
- Personalised service insights
PO and Supplier Management Made Simple
Keep your purchase orders and supplier details organised without the fuss. Service Geeni streamlines PO sign-offs, goods receiving, and supplier management, so you never lose track of your orders or miss an approval.
- Efficient PO management
- Clear sign-off processes
- Accurate goods receiving
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Let Your Customers Take the Wheel
Empower your customers with a dedicated web portal that lets them raise and track jobs in real time. This hands-on approach reduces follow-up calls and keeps everyone informed about service progress.
- Easy job raising and tracking
- Real-time progress updates
- Clear communication channels
- Enhanced service transparency
Don’t let manual work subtract from your day
Email Invoicing as Standard
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Quote Management
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Special Customer Pricing
Parts and Equipment Sales
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PO Manager Sign-Off Processes
What Else Does Service Geeni Do?
Helping Service Teams Deliver More, Every Day
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 Geeni speeds everything up. Our engineers just type in the notes, and the billing is all done through Service Geeni. We get paid quicker too – they pay us automatically now through the system – there is no need for human intervention.
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 Geeni speeds everything up. Our engineers just type in the notes, and the billing is all done through Service Geeni. We get paid quicker too – they pay us automatically now through the system – there is no need for human intervention.
Why Service Geeni for Accounting Features and Customer Management?
Many businesses rely on CRM software or customer tracking software to manage client data, but they often need additional tools for billing, SLA management, and service coordination. That’s where customer management software like Service Geeni stands out - combining CRM-like functionality with powerful service management features, giving you a complete system to handle everything from customer records to automated invoicing - all in one place.
Our flexible API integrates with systems like Sage, Xero, and Iplicit – plus we build bespoke integrations. This robust functionality delivers standard features others lack, helping you offer a personalised, high-quality customer experience while streamlining your accounts processes and reducing manual effort.
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We’re With You Every Step of the Way
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You have questions we have answers
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.
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.
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.
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.
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.
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.
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.
You have questions we have answers
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.
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.
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.
Yes - the system records serial numbers, batch details, and warranty information, helping businesses claim warranties and track part lifecycles effectively.
Businesses can generate detailed reports on part consumption, stock valuation, supplier performance, and overall maintenance costs.
You have questions,
we have answers
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.
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.
Absolutely. Timely reminders are sent to engineers and managers, ensuring no service is missed and maintenance tasks are completed on schedule.
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.
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.
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.
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.
You have questions,
we have answers
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.
Yes, the system considers engineer availability, skill set, and live location to assign jobs efficiently, helping reduce travel time and improve job completion rates.
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.
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.
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.
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!
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.
You have questions,
we have answers
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.
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!
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.
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.
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.
You have questions,
we have answers
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.
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.
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.
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.
Yes, you can set up customer special pricing to apply discounts or custom rates automatically, ensuring consistent and competitive pricing for key clients.
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.
You have questions,
we have answers
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.
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.
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.
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.
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.
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.
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.
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.
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.
You have questions,
we have answers
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.
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.
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.
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.
Yes, Service Geeni’s mobile workforce app supports offline functionality, allowing engineers to complete tasks and sync data once a connection is available.
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.
Yes, our mobile app works on both iOS and Android devices, ensuring engineers can stay connected no matter what mobile device they have available.
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.
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!
Book Your Demo Today
