2025 in Review: A Year of Smarter Service with Service Geeni

A Smarter, Sleeker Customer Portal

We gave the Customer Portal a major glow-up this year. The refreshed UI/UX wasn’t just about looking good (though it does that too); it’s about giving your customers a simpler, more intuitive way to access job information, sign off quotes, view documentation, and stay in the loop without chasing your team.

From clearer navigation to improved mobile responsiveness, everything now works the way your customers expect modern software to behave - effortlessly. The result? Fewer questions, faster sign-offs, and more confidence in your service delivery.

Service Geeni Customer Portal Update

‍

Your AI Scheduling Sidekick Has Arrived

Goodbye whiteboards. Hello, AI Scheduling Agent. In 2025, we launched a smart new way to plan and dispatch work that takes all the chaos out of scheduling.

Whether you're dealing with emergency jobs, location-based constraints, skill requirements or SLAs, the AI agent optimises routes and engineer allocation in seconds. It considers real-world factors like traffic and availability - and even learns from your past scheduling patterns to make smarter decisions over time.

The best part? Your team stays in control, with full visibility and the option to override suggestions. It’s the perfect blend of automation and human judgement.

Learn more about AI-powered route optimisation

‍

Geeni Sign: eSignatures Built for Service Teams

Paperwork is so last year. With the launch of Geeni Sign, our new eSignature add-on, you can now send quotes for secure signing straight from Service Geeni - and get them back within minutes.

It tracks every step (sent, viewed, signed) and stores a time-stamped PDF on the quote or job, with a full audit trail. That means fewer delays, less admin, and crystal-clear approval records when finance, operations or auditors come knocking.

You can finally say goodbye to scanning, emailing, and chasing signatures across inboxes. Geeni Sign keeps everything on-platform, where it belongs.

‍

Equipment Deal 2.0: End-to-End, the Way It Should Be

If you work in materials handling or manage complex equipment sales, you know how messy the old quoting-to-delivery process used to be. That’s why we completely rebuilt the Equipment Deal functionality in 2025 - and the difference is night and day.

No more endless scrolling or guessing what goes where. The new version uses a structured, tab-based layout that guides you through every step - from quoting and trade-ins to jobs, parts, service contracts, and invoicing. With built-in validation, clearer visibility, and a proper end-to-end workflow, it's finally easy to manage deals without the errors, confusion, or gaps.

Best of all? It’s designed specifically for the real-world complexity of materials handling. So whether you're selling a single forklift or a fleet with add-ons and services, you're covered.

‍

Looking Ahead: Even Smarter Service in 2026

While 2025 brought some major upgrades, we’re just getting started. In 2026, we’re doubling down on making Service Geeni even more intuitive, more powerful, and more helpful - for you and your customers. From smoother workflows to smarter decision support, we’re focused on enhancing the user experience across the board.

One exciting new feature already in the works is our new AI Operational Intelligence Agent - a built-in assistant that helps you get instant clarity on your data without digging through reports. It’s designed to save time, cut through complexity, and support better decision-making across your operation. And it’s just the beginning.

We can’t wait to show you what else is coming. Here’s to a new year of faster answers, smarter tools, and simpler maintenance.

‍

Thank You for Being Part of the Journey

Whether you’ve been with us for years or just joined the Service Geeni family in 2025, we want to say a heartfelt thank you. Your feedback, your ideas, and your trust are what drive everything we build. We’re proud to support the work you do - and we’re excited to keep making it easier, smarter, and more seamless in the year ahead.