CSM Services Case Study

CSM Services Speeds Up Operations with Smarter Service Management

About CSM Services

CSM Services are specialists in forklift truck sales, hire, repairs, and servicing. Based in the UK, the business is focused on delivering a fast, reliable, and customer-first service. With a strong reputation in the materials handling industry, CSM Services needed a service management solution that could match their pace, simplify their workflows, and support their long-term growth.

Challenges Faced

Before implementing Service Geeni, CSM Services were managing operations across disconnected systems, which made it difficult to track job progress, access service history, and invoice efficiently. The team wanted to streamline their processes – from job request to invoicing – and needed a platform that could centralise all their service data and engineer activity.

They also required a reliable digital record-keeping solution to manage compliance documents, including job sheets and annual Thorough Examinations, which must be retained for up to seven years.

Why Now?

As their customer base continued to grow, so did the need for a system that could scale with them. Efficiency and visibility became critical priorities – and CSM Services knew it was time to move away from manual admin and towards a smarter, more automated way of working.

What Solutions Did Service Geeni Provide?

Service Geeni provided CSM Services with a single platform to manage their entire service operation – from job scheduling and digital job sheets to automated invoicing and compliance documentation.

Thanks to Service Geeni's Sage integration, invoicing is now instant once a job is marked as complete on-site, speeding up cashflow and reducing admin. The platform’s asset-centric approach also allows CSM Services to keep detailed service histories for every forklift in their fleet – all stored securely and easily accessible when needed.

Custom job sheets have been tailored to meet the specific needs of their repair and maintenance work, and data visibility across the business has significantly improved. Now, CSM Services can quickly assign the right engineer to each job, track performance, and make informed decisions based on real-time insights.

Results

Since adopting Service Geeni, CSM Services has seen a noticeable improvement in efficiency and customer satisfaction. More jobs are being completed in less time, invoicing is faster, and the team has full visibility over assets and engineer activity.

The implementation and training experience was smooth, and the team at CSM Services praised the responsive support from Service Geeni’s experts. Regular contact and quick resolutions have ensured the transition has been a success.

With Service Geeni in place, CSM Services is now set up for continued growth – confident that their service operations are running like clockwork.