Customer Portal For Field Service Teams
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The #1 choice for thousands of industry leaders
What Your Customers Can Do in the Portal
Self-Service Job Logging
Empower your customers to raise jobs exactly when they need to, without waiting on your team. It’s quick, straightforward, and feeds directly into your workflow.
- Raise new service calls directly into your system
- Categorise issues for faster triage
- Add notes, files, or photos to job requests
- Automatically assign work to the right team
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Live Job Status and History
No more “just checking in” emails. Your customers can see what’s happening with their service jobs in real time - from booking to completion.
- View current job progress in real time
- Check engineer attendance and appointment slots
- Access a full job history anytime
- Receive automated notifications and status changes
Document and Invoice Access
From job sheets to service reports, the portal makes it easy for your customers, engineers, and office staff to find and download the documents they need, without delay.
- Download signed job sheets and service reports
- View historical invoices and payment status
- Access contracts, PPM schedules, and renewal dates
- Store and view certificates or compliance docs
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Setting You (and Your Customers) Up for Success
Email Invoicing as Standard
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Quote Management
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Special Customer Pricing
Parts and Equipment Sales
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PO Manager Sign-Off Processes
What Else Does Service Geeni Do?
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Helping Service Teams Deliver More, Every Day
Customer service is enhanced, bottlenecks are eliminated. We have grown and are comfortably handling more business, without the need to employ more staff. Sales have increased by 86%.
We can feed a lot of information back into the client’s system which we never did before. For example, the photos the engineers take. Previously, any photos tended to just sit on engineer’s phones. Now, we actually use them.
Why Service Geeni for Field Engineers?
We get field service - because we live and breathe it.
Service Geeni was built for asset-heavy businesses that need more than a one-size-fits-all system. We put your customers, engineers, and operations on the same page, with clear data and smart automation that keeps everything moving.
If you’re looking to reduce admin, improve service, and make your customers’ lives easier, our customer portal is a great addition to your Field Service Management toolkit.
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We’re With You Every Step of the Way
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Book Your Demo Today
Talk to Us