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Description
Service Genius is a software solution that allows service businesses to manage their operations online. If you have employees who are working in the field on different jobs every day, and they need access to information about their appointments, and be able get maps directing to the jobs, Service Genius is the software for you. It will do that and more.
Our comprehensive CRM system allows you to keep track of all your customer information, and also track prospects. Create jobs, one-time or repeating, and they will appear on your calendar or on our mobile app and Customer Portal. Invoices are created as soon as jobs are completed. Payments can also be managed within the system. Service Genius is actually so intelligent that you don't need to be! The software will do everything it is designed to do every day. Interfaces with QuickBooks, Xero.
Description
The premier all-in-one software solution for HVAC, plumbing, electrical, and various field service industries, catering to both commercial and residential needs. Implement best practices within the industry to enhance service quality and drive better results. Receive alerts for significant events, such as large sales closures or appointment cancellations, to stay informed. Access customer details, including service history and equipment specifics, whenever they reach out. Monitor all interactions, including recorded calls and text messages, tied to each opportunity. Ensure customer satisfaction following each appointment to build long-lasting relationships. Keep track of your business performance from anywhere, at any time, with real-time insights readily available. This comprehensive software not only streamlines your operations but also fosters a culture of excellence in service delivery.
API Access
Has API
API Access
Has API
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Integrations
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Pricing Details
$39/month
Free Trial
Free Version
Pricing Details
$49 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Thoughtful Systems
Country
United States
Website
service-genius.com
Vendor Details
Company Name
WorkCEO
Country
United States
Website
workceo.com
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Product Features
Cleaning Services
Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management
Employee Scheduling
Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
GPS Tracking
Alerts/Notifications
Asset Tracking
Driver Management
Historical Reporting
Mobile Tracking
People Tracking
Real Time Tracking
Routing
Status Tracking
Territory Management
Vehicle Tracking
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Janitorial
Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management
Locksmith
Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management
Pest Control
Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking