Frequently Asked Questions

Frequently Asked Questions

Answers to common questions about Service Geeni, covering our FSM and CMMS software, features, integrations, AI capabilities, and support.

General

What is Service Geeni?

Service Geeni is asset-centric service management software that connects assets, jobs, engineers, stock, compliance, hire operations, and maintenance activity in a single system. It is designed for organisations that need to keep critical equipment operational - whether through field-based service teams or internal maintenance departments.

Who is Service Geeni designed for?

Service Geeni is built for two distinct types of organisations:

Companies that employ field service engineers to maintain and repair customer equipment on-site

Companies with internal maintenance teams responsible for keeping their own assets and facilities operational

What makes Service Geeni different from a generic service management platform?

Service Geeni is asset-centric, meaning every job, inspection, part, and record is tied back to a specific piece of equipment. This approach gives organisations a complete maintenance and service history for every asset, rather than just a log of work orders.

Service Geeni is a platform that grows with your business. Regular development cycles bring new features, improvements, and an expanding AI offering - so teams always have access to tools that reflect how modern service and maintenance operations actually work.

Is Service Geeni a cloud-based system?

Yes, Service Geeni is a cloud-based platform, giving engineers and management teams access to job information, asset records, and compliance documents from any location or device.

Field Service Management (FSM)

What is the FSM use case for Service Geeni?

Service Geeni's FSM functionality is designed for companies that send engineers to customer sites to install, maintain, repair, or inspect equipment. It gives service businesses the tools to schedule jobs, manage engineers in the field, track parts and stock, and record compliance documentation - all linked to the individual assets being serviced.

What FSM features does Service Geeni include?

Key FSM capabilities include:

Job scheduling and engineer dispatching
Mobile access for field engineers to view jobs, update records, and capture signatures
Asset history and service records per equipment item
Parts and stock management
Compliance and certification tracking
Customer and site management
Hire and loan equipment management
AI-powered engineer scheduling and real-time schedule optimisation

Can field engineers use Service Geeni on mobile devices?

Yes, field engineers can access Service Geeni on mobile devices to view scheduled jobs, update job statuses, record parts used, capture customer signatures, and access asset history while on-site.

What industries use Service Geeni for FSM?

Service Geeni supports field service operations across a range of industries, including:

Material Handling (forklift trucks, pallet trucks, reach trucks)
Ground Support Equipment (GSE)
Medical Equipment
Industrial Doors
Catering Equipment
Lifting & Access Equipment
Construction & Plant Equipment

Computerised Maintenance Management System (CMMS)

What is the CMMS use case for Service Geeni?

Service Geeni's CMMS functionality is designed for organisations that manage maintenance internally - for example, a manufacturing site, warehouse, or distribution centre that needs to keep its own equipment operational. It provides a structured system for planning preventive maintenance, raising reactive work orders, managing assets, and maintaining compliance records.

What CMMS features does Service Geeni include?

Key CMMS capabilities include:

Preventive maintenance scheduling and planning
Engineer mobile app
Reactive and planned work order management
Asset registers with full maintenance history
Parts and stock management
Compliance and audit trail documentation
Engineer and resource scheduling
Reporting and KPI dashboards

What is the difference between FSM and CMMS in Service Geeni?

FSM in Service Geeni is oriented around service businesses that maintain customer equipment in the field. CMMS is oriented around maintenance teams that look after their own organisation's assets on-site. Service Geeni offers both as separate use cases within the same underlying platform, so organisations can select the configuration that matches their operations.

What industries use Service Geeni for CMMS?

Service Geeni's CMMS capability supports internal maintenance teams across sectors including:

Manufacturing
Warehousing and logistics
Retail
Medical Equipment
Ground Support Equipment (GSE)

Assets and Equipment

What does "asset-centric" mean in Service Geeni?

Asset-centric means that the equipment itself is the central record in the system. Every job, inspection, part fitment, compliance certificate, and engineer visit is recorded against the specific asset it relates to. This gives organisations an accurate and complete history for every piece of equipment they manage.

Can Service Geeni manage assets across multiple sites or customers?

Yes, Service Geeni supports multi-site asset management, allowing organisations to track equipment across multiple customer locations (for FSM) or multiple internal sites (for CMMS).

Does Service Geeni support multi-company set-ups?

Yes, Service Geeni can be configured to support multiple companies within a single system - for example, a parent company overseeing two or more subsidiary businesses. Each company operates with its own separate data, reporting, and financials, while still allowing resources such as engineers and stock to be shared or pooled across the group where needed. This makes Service Geeni a practical option for group structures that need both operational flexibility and clean separation between entities.

Does Service Geeni support equipment hire and loan management?

Yes, Service Geeni includes hire and loan equipment management, covering the full on-hire and off-hire workflow. Organisations can track assets hired out or loaned to customers, including hire periods, condition records, and associated jobs - giving teams a clear picture of where equipment is, who has it, and what work has been carried out against it throughout the hire lifecycle.

Compliance and Reporting

How does Service Geeni support compliance?

Service Geeni maintains a full audit trail of inspections, maintenance activity, certifications, and engineer sign-offs against each asset. This makes it straightforward to demonstrate compliance with industry regulations and internal service standards.

Does Service Geeni provide reporting and performance dashboards?

Yes, Service Geeni includes built-in reporting and KPI dashboards covering job completion rates, asset downtime, engineer productivity, parts usage, and compliance status. For organisations that need more advanced analysis, Service Geeni also integrates with reporting platforms such as Microsoft Power BI, allowing teams to build on their operational data with more detailed visualisations and business intelligence.

Artificial Intelligence

Does Service Geeni use artificial intelligence?

Service Geeni has introduced AI features into the platform and is actively expanding its AI capabilities to help service teams work more efficiently. The first of these features is the AI Schedule Agent, which optimises engineer scheduling for field service operations.

Further AI features are in development, including our AI Operations Agent - a built-in AI assistant trained on Service Geeni that lets users ask natural language questions about their own data. Instead of running reports or digging through records, teams will be able to ask questions directly, such as when a specific asset was last serviced or what parts were used, and get an immediate answer.

What is the Service Geeni AI Scheduling Agent?

The AI Scheduling Agent is an AI powered schedule optimisation tool built into Service Geeni. It analyses a range of variables - including job location, estimated duration, engineer skillset, parts availability, travel times, and SLA deadlines - to generate optimised daily schedules for field engineers. It is designed to reduce travel time, increase the number of jobs completed per day, and cut the time office teams spend on manual planning.

What results do Service Geeni customers see from AI scheduling?

Based on customer data, the AI Scheduling Agent delivers measurable improvements:

Up to 55% reduction in miles travelled per engineer, per day
Up to 23% less travel time
An average saving of £11,315 per engineer, per year
Up to one additional job completed per engineer, per day

What is Real-Time AI Schedule Optimisation?

Real-Time AI Schedule Optimisation is an enhancement to the AI Schedule Agent that allows schedules to be adapted during the working day. If an urgent job comes in mid-morning, for example, the system replans the affected engineer's remaining schedule to accommodate it - accounting for travel, job durations, SLAs, and skills - rather than leaving the office team to manually rework the day.

How does the AI handle SLA-sensitive jobs?

SLA deadlines are factored in when the AI builds each schedule. Time-sensitive jobs are automatically prioritised to ensure they are completed within their required window. This helps reduce missed SLA targets and the penalties or service failures that can follow.

Will Service Geeni be adding more AI features?

Yes. AI scheduling is the first step in an ongoing programme to bring AI-assisted tools into Service Geeni. The team is continuously looking at areas where AI can reduce manual work, surface useful insights, and improve efficiency for both field service and maintenance operations.

Integration and Implementation

Does Service Geeni integrate with other business systems?

Service Geeni is designed to connect with other business systems. These include accounting software (such as iplicit), ERPs (such as Epicor), and other specialist integrations (including TVH and CTFS Thorough Examination). Integration capabilities vary by configuration - contact the Service Geeni team directly to discuss specific integration requirements.

How long does it take to implement Service Geeni?

Implementation timescales depend on the size of the organisation, the number of assets to be loaded, and any integration requirements. The Service Geeni team works with customers to plan and manage the onboarding process.

Is training provided when setting up Service Geeni?

Yes, Service Geeni provides training and onboarding support as part of the implementation process to ensure teams can use the system effectively from day one.

Support

What is Service Geeni's customer support like?

Service Geeni provides dedicated support to all customers, with a UK-based helpdesk team handling queries across the platform. Current performance figures include:

200+ support tickets resolved every week

4.5/5 average support rating

100% of urgent issues resolved within 60 minutes

100% of all issues responded to within 30 minutes

Beyond reactive support, every customer has access to a knowledge base of how-to guides and videos, and a dedicated implementation team during onboarding to make sure the transition to Service Geeni runs smoothly.

Does Service Geeni have a dedicated implementation team?

Yes, when onboarding with Service Geeni, customers are assigned a dedicated implementation team to manage the setup process. This covers data migration, system configuration, and training, so teams are ready to use the platform effectively from day one.