New features added to Equipment Sales module in Service Geeni

What's new

• Build a deal that includes equipment items, trade-in values, spare parts and service contracts together
• Create installation or service jobs directly from the deal, so they stay linked to the sale
• Schedule deposits, interim invoices and final balances, with running balances tracked automatically
• See revenue and cost data against each deal as it progresses
• Raise purchase orders and receive goods within the deal itself

Equipment Sales has been updated with a set of new features, and there's more on the way, including revenue and cost analysis reporting, cloned quotations, and equipment transfers across suppliers.

Getting started

Are you an existing Service Geeni customer? Get in touch with your account manager to discuss adding Equipment Sales to your existing Service Geeni set up, with user permissions set up so the right teams can create deals, schedule invoices or raise purchase orders. We'd recommend brief, role-based training so sales, service and finance teams each know their way around it. Head to the Equipment Sales page for a full walkthrough of how it works.

New to Service Geeni? Book a full product demo to see how every module in Service Geeni works together to provide an all in one solution.