This is really great software. It really beats our previous methods of keeping track of customer information, job calendars and accounting.
John Stratton
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Administrators can review data entered and modified by employees in the field in real time! Allows for intelligent management of your service business!
Administrators can review data entered and modified by employees in the field in real time! Allows for intelligent management of your service business!
Service Genius is online software for service businesses. It keeps track of appointments, customer details, employee information and all the basic functions you need to be concerned with in your client-centered business. And, it does much more!
Service Genius is online software for service businesses. It keeps track of appointments, customer details, employee information and all the basic functions you need to be concerned with in your client-centered business. It should have the following sentence at the end: “And, it does much more!”
Schedule jobs at the frequencies you need. Each service business has different needs, and Service Genius accommodates them all. Some service businesses perform work every week, some every day, some just once a month or once a year.
The Customer Information Screen in Service Genius give you access to a huge wealth of information about the customer. All the basic information is included – including name, address, etc. Also, phone numbers and emails of key personnel.
A built-in text messaging capability means you can send out a variety of SMS text messages directly from the Service Genius software. Want to send job reminders to customers? Just click and it’s done! This cuts down on cancellations, and improves business efficiency.
You can interface Service Genius with QuickBooks. That way, you can easily import all customers you currently have in QuickBooks when you begin using Service Genius. Or vice versa! Once an interface is established between Service Genius and QuickBooks, all invoice and
Track customer information and critical information about leads and clients.
Also:
Built-in credit card processing means you run the credit card information once and the funds are directly deposited in your bank.
Get paid faster – through using the built-in invoicing power of the software.
Also, have clients pay their invoices online, meaning you get your money fast!
Mapping capabilities mean you can see the route for an entire team at one time, or see directions from your location to any particular customer’s location.
Allocate the best employee for a job – having comprehensive employee information at your fingertips means you can make effective use of your employees, allocating them to jobs according to their skills.
QuickBooks interface means you can import your customer list from QuickBooks, and get started using Service Genius with the click of a button.
Keep in touch with customers and employees using the 2-way SMS text messaging features.
Also, have clients pay their invoices online, meaning you get your money fast!
Employees never get lost again. Built-in mapping capabilities make it easy to create maps and provide driving directions to employees.
The smooth interface with QuickBooks Online means that information is entered once only. Customer information, invoice info and payments are entered once in Service Genius, and then transferred seamlessly to QuickBooks Online.
Job scheduling capabilities let you schedule jobs for clients on any frequency you can imagine. Convenient drag and drop calendars help you in your quest for intelligent scheduling.
Increase sales by taking advantage of the Email marketing capabilities. You can send marketing emails to current clients, or to leads, or you can use Service Genius’s intelligence to send targeted emails to a specific group – for example, send a special discount offer to clients who previously used your service but who you haven’t heard from in 3 months!
Payroll preparation is a breeze with Service Genius. Integrated data means that you enter information once only – for example, at time of job completion – and all timecard and payroll information is calculated for you. All you need to do is print out the payroll reports, and/or export the data to QuickBooks or whatever other payroll program you’re using.
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