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Average Ratings 0 Ratings
Description
Streamline your HVAC and plumbing operations to enhance efficiency, increase profits, and alleviate stress. With features like appointment and dispatch tracking, you can manage your schedule seamlessly. Enjoy the convenience of one-click invoicing and enable online payments that go directly to your bank account. Maintain and access comprehensive customer records effortlessly. Utilize a user-friendly central scheduling and dispatch board that is accessible to your entire team. Collaborate effectively with work order management—upload photos, schedule appointments, and add notes for easy access by all team members. Keep your customer and contact information organized, including tracking their history and the effectiveness of your marketing campaigns. Generate invoices and quotes while on the go, allowing for quick texting and emailing to customers, who can pay online with just a click, ensuring funds are directly deposited into your account. Additionally, integrate with QuickBooks to automate the tracking of invoices and payments, simplifying your accounting process even further. This comprehensive system not only streamlines operations but also empowers your business to thrive in a competitive market.
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
No images available
Integrations
QuickBooks Online
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
Home Service Cloud
Country
United States
Website
homeservice.cloud
Vendor Details
Company Name
Thoughtful Systems
Country
United States
Website
service-genius.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
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