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What is ServiceSight?

Our cloud-based platform provides essential information to help you expand and manage your business effectively in real time. By streamlining your team’s efficiency, you can plan additional tasks daily without incurring extra costs, allowing for more productivity in less time. Minimize paperwork and enhance your engineers' experience with our user-friendly online forms, which will certainly be appreciated by them. They can conveniently access all their past records and certifications in one centralized location, removing the burden of tedious paperwork, and this approach also contributes positively to environmental efforts. You can expedite your service-to-cash cycle by enabling engineers to invoice directly from their mobile devices. Additionally, they can effortlessly collect payments through our smooth integration with Stripe. For those who prefer traditional cash collection methods, invoicing can still be completed immediately after the job, eliminating delays associated with paperwork. This ensures a faster and more efficient workflow for your entire team.

What is Service Geeni?

Regardless of whether your service operations revolve around supplying, maintaining, installing, or renting, the extraordinary features of Service Geeni are bound to impress. This innovative platform enhances the efficiency of process delivery, refines inventory management, enables smart scheduling, and optimizes resource allocation, all while providing a clear view of essential data. A single instance of inadequate service can create a lasting negative impression on customers. Since service is deeply personal, repeated failures can threaten contracts over time, causing significant concern for businesses. Nobody enjoys losing clients, and poor service can lead both customers and your leading engineers to search for better options elsewhere. By analyzing how the most successful organizations uphold superior standards amidst market changes, labor shortages, and shifting customer expectations, we learn that outstanding service is not solely a product of strong leadership. Instead, it is the well-designed systems that empower capable Service Managers that truly drive success, equipping them with accurate and actionable data. Effective leadership is crucial not only for recognizing this reality but also for ensuring that organizational systems are implemented efficiently to support it. Consequently, businesses that prioritize these elements can cultivate a culture of excellence, ultimately benefiting all stakeholders involved. Moreover, fostering such an environment can lead to enhanced customer loyalty and improved employee satisfaction, creating a win-win situation for the entire organization.

Media

Media

Integrations Supported

QuickBooks Online
Xero
ACCOUNTS
Jitterbit
Microsoft Dynamics 365
Oracle Cloud Infrastructure
QuickBooks Online Advanced
SAP Cloud Platform
Sage 100
Salesforce
Zoho CRM

Integrations Supported

QuickBooks Online
Xero
ACCOUNTS
Jitterbit
Microsoft Dynamics 365
Oracle Cloud Infrastructure
QuickBooks Online Advanced
SAP Cloud Platform
Sage 100
Salesforce
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

5 Free users
Free Trial Offered?
Free Version

Pricing Information

Free
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

Protean Software

Date Founded

1999

Company Location

United Kingdom

Company Website

www.proteansoftware.com

Company Facts

Organization Name

Service Geeni

Date Founded

1986

Company Location

United Kingdom

Company Website

servicegeeni.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

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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