Quoting

Cost jobs more accurately and boost your profitability

Busy service organisations have to cost a range of scheduled and reactive work. From planned maintenance and larger-scale projects to urgent fixes. With an attractive, user-friendly interface, Service Geeni helps you to quote more accurately, and keep track of costs. Allowing you to win more jobs, improve decision making, and ultimately, boost your profitability.

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Features

Quote more accurately

With Service Geeni it’s easy to set up job-costing rules and make any changes based on location or customer.

For example, you can use our quoting software to calculate the cost of materials, travel time and mileage. You can also establish rates per hour for each engineer and apply basic and overtime rates.

With the ability to take a salary, national insurance and other costs into account, you’ll get a more accurate picture of spend and profit.

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.

Access powerful business intelligence

It’s easy to improve decision making with our business reporting capabilities. With a range of reports that provide powerful business intelligence, you can turn this information into actionable insights and boost profitability.

For example, thanks to our quoting software, you can look at the real profit and margin information of each client, look at the value of planned maintenance vs reactive work, and establish the profitability of all your engineers.

Hear what our clients have to say...

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
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
The Service Geeni software is easy to use, provides us with accurate information and has improved efficiency.  
Service Director
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
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