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What is Service Genius?

Service Genius is an innovative software platform designed to streamline the operations of service-oriented businesses online. For companies with employees frequently working in the field on various tasks, this solution provides essential access to appointment details and navigational assistance to job sites, making it an ideal choice. Beyond these functionalities, it offers much more. The robust CRM component facilitates the management of customer data and tracking potential clients. You can easily create both one-time and recurring jobs, which will automatically populate your calendar and be accessible via our mobile app and Customer Portal. Invoices are generated immediately upon job completion, and the system also streamlines payment processing. With Service Genius, the software's intelligence means you can focus on your business without worrying about operational details, as it efficiently handles all its designated tasks daily. Additionally, it seamlessly integrates with popular accounting software like QuickBooks and Xero, further enhancing its utility.

What is ProBusinessTools?

Many companies in your industry have learned to establish and sustain a competitive edge by refining their operational processes and improving customer satisfaction. Technicians in the field can conveniently access their schedules, oversee their calendars, and update order statuses with ease. They are also equipped to collect customer signatures directly on work orders or invoices, which simplifies the documentation process. The central corporate database is automatically updated whenever they are within the service area. Features like one-click dialing and the option to attach photos taken with the device's camera to orders greatly enhance efficiency. Managing billing for thousands of customers has never been more straightforward. Are you seeking a recurring billing solution that allows you to create automated billing plans aligned with your service offerings? With our cutting-edge software, converting a finalized sales order into an automated workflow is simple, ensuring that your operations run smoothly and accurately. This not only saves valuable time but also significantly improves the customer experience, making it an essential element of your business toolkit. By integrating this solution, you can elevate your service delivery while maintaining a strong competitive position in the market.

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Media

Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$39/month
Free Trial Offered?
Free Version

Pricing Information

$40 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Thoughtful Systems

Company Location

United States

Company Website

service-genius.com

Company Facts

Organization Name

Prosite Business Solutions

Date Founded

1998

Company Location

United States

Company Website

www.probusinesstools.com

Categories and 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

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking 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

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

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
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

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