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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Experience rapid growth and elevate your team’s performance, ensuring every customer departs satisfied. This comprehensive system caters to plumbing, HVAC, electrical, and various other contractors serving homes and businesses. Its user-friendly design is embraced by both technicians and clients alike. Boost your average sales per transaction while guaranteeing a positive customer experience. The available package options are straightforward and tailored for your technicians' needs. Key performance indicators keep you updated and aligned with your goals. With distinct dashboards, you can easily discuss relevant information with both technicians and management. Additionally, monitor your marketing expenditures, sales generated from repairs, year-over-year revenue trends, average ticket values, service agreement sales, and other critical metrics to ensure ongoing success in your operations. This system not only facilitates growth but fosters a culture of accountability and clarity within your team.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

QuickBooks Online
QuickBooks Online Advanced
pulseM

Integrations

QuickBooks Online
QuickBooks Online Advanced
pulseM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39/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

FieldWorx

Country

United States

Website

www.fieldworx.software/

Vendor Details

Company Name

Thoughtful Systems

Country

United States

Website

service-genius.com

Product Features

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

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

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

HVAC Estimating

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

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

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

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