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Customer Management with Service Geeni

Keep your customers informed, without creating more work for your team. Give customers clear updates, easy access to service information, and a smoother overall experience. From a self-service customer portal to automated SMS notifications, Service Geeni helps you stay connected while keeping everything linked to your service operation.
110K
invoices sent per annum
620K
jobs completed per annum
160K
assets managed 
6K
pieces of equipment hired out

The #1 choice for thousands of industry leaders

Benefits

Keep customers informed and in control, without the extra admin

Customer communication should feel simple, not scattered. When your customers can see what is happening, receive timely service updates, and access the information they need without chasing, everything runs more smoothly. Service Geeni helps you deliver a more connected customer experience while reducing the pressure on your team.

Keep customers in the loop

When customers receive clear service updates, they feel more confident and less likely to chase. That means fewer interruptions for your team and a more professional experience all round.

  • Send timely customer updates automatically
  • Keep communication clear and consistent
  • Reduce inbound calls and follow-ups
  • Help customers stay informed at every stage

Offer easy customer portal access

Give customers a simple way to check service details, view updates, and find key information whenever they need it.

  • Provide secure customer portal access
  • Let customers check job status without calling
  • Make documents and updates easy to find
  • Deliver a more convenient self-service experience

Build trust through better visibility

Transparency goes a long way. When customers can see what is happening with their service, trust grows and expectations stay aligned.

  • Share real-time service progress
  • Set clear expectations from the start
  • Improve confidence in your delivery
  • Strengthen long-term customer relationships

Reduce admin with smarter communication

Stay responsive without adding more to your workload. Automated notifications and centralised communication tools help you do more with less effort.

  • Automate routine service notifications
  • Cut time spent on manual updates
  • Keep communication organised in one place
  • Maintain a personal, professional touch
What it does

Customer communication tools built for service teams

Service Geeni gives you everything you need to manage customer communication in one place. From customer portal access to automated service notifications, you can keep customers informed while staying in control of your operations.

Customer Portal

Give customers secure, self-service access to service updates, job information, and important documents, so they can find what they need without relying on your team.

SMS Notifications

Send automated SMS updates at key points in the service journey, helping customers stay informed with quick, convenient messages that are easy to see and act on.

Centralised communication tools

Manage all customer communication as part of your service workflow, keeping updates, actions, and records connected instead of spread across multiple systems.

Expandable customer management capabilities

Start with customer portal and notification tools, then expand your customer communication capabilities as your business grows, without adding unnecessary complexity.
Testimonials

Helping Service Teams Deliver More, Every Day

Businesses across asset-centred industries use Service Geeni to simplify service management, improve efficiency, and reduce downtime. Hear from companies who’ve made the switch.

Batch cancelling jobs is super quick and easy in Service Geeni, saved us a lot of time!

Sam Hindess

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%.

Service Manager

If we are doing services on time, making sure we’ve got parts available, making sure pieces of equipment are there, communicating well, then there is much less chance of creating unwanted downtime. If we don't have equipment running, we don't make profit.

Gregory Baughman
Assistant Maintenance Manager - Clarks US

Service Geeni has made a big difference to the financial strength of the operation. The availability of cost reports on maintenance contracts is especially useful.

Head of Service

We manage forklift fleets across the country for a wide range of clients with different requirements, so we needed service management software to help us increase efficiency and enhance our customer service & Service Geeni does just that.

Engineering Lead

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.

Jo
Small Works Co-ordinator

We’ve been working with Service Geeni for over 5 years using their service management software, and it’s been a great benefit to us. Initially, the software was used to keep track of truck breakdowns, but over time this has evolved and now we have trackers on all trucks and use mobile devices in the field, giving us complete visibility.

Service Director

It’s so much easier to see what jobs are still live, we used to have to trawl through all the different accounts. Now we just look at Service Geeni and all the information we need is right there. It’s very useful to have that visibility. Makes our lives easier in the office.

Jo
Small Works Co-ordinator, Arden Construction

Just wanted to praise one of the customer service Help Desk officers who goes by the name of Chris. He always has a happy, helpful nature and provides amazing customer service - five stars from me and everyone else down here at Clark Electrical Industries Ltd!

Lee Dodds
Operations/Sales Administrator, Clark Electrical Industries Ltd

Service Geeni provides a first-class service all of the time and we could not be happier. Whenever we have a question the team are very helpful giving a simple and clear explanation and always a solution that fits our business.

Compact Fork Trucks Ltd
Director, Compact Fork Trucks Ltd

We are heavily KPI'd with our client, so Service Geeni helps us to monitor our performance and know immediately whether we are on track or not. For example, attending site by a given time. This is easy to track through Service Geeni because the engineers can log on as soon as they arrive on location. We didn't have that sort of visibility before.

James
Estimator, Arden Construction

We chose Service Geeni after speaking with several providers, confident their solution could meet our current and future needs by integrating everything into one system. Adam and the team were always helpful, providing clear, informative demos that reassured us Service Geeni was the right choice for our business.

Liftmaster
IT & Communications Manager, Liftmaster

We chose Service Geeni because of their willingness to change and adapt to us. Service Geeni offered the best connection with SAP, as well as advanced service management features – not everyone else could do that.

Paul Henderson
Performance Excellence Manager, Habasit UK

We wouldn't be able to maintain the building and equipment as efficiently as we do if we didn't have Service Geeni. And if we don't have equipment running, we don't make profit...Yes, we would recommend Service Geeni.

Edward Smith
Director of Facilities, Clarks US

Service Geeni speeds everything up. Our engineers just type in the notes, and the billing is all done through Service Geeni. We get paid quicker too – they pay us automatically now through the system – there is no need for human intervention.

Jo
Small Works Co-ordinator
Why Us

Why Service Geeni for Customer Communication?

Customer communication works best when it is fully connected to your service operation. Service Geeni brings together your customer portal, service notifications, jobs, assets, and data in one platform, so everything stays aligned and up to date. That means less duplication, better visibility, and a smoother experience for both your team and your customers. It is a simpler way to keep customers informed, improve service delivery, and stay in control as you grow.

We’re With You Every Step of the Way

Switching service software can feel daunting, but you’re not on your own. With a dedicated implementation team, customer success representatives, and a knowledge base full of how-to guides and videos, you’ll always have the support you need.

I just wanted to praise one of the customer service Help Desk officers who has been very helpful over the past few weeks, assisting me with getting certain changes on the system adjusted.
Lee Dodds
Lee Dodds
Operations,
Clark Electrical Industries Ltd
200+ support tickets resolved weekly
4.5/5 average support rating
100% of major issues resolved in under 60 minutes
100% of issues responded to in under 30 minutes
FAQ
Customer Management

You have questions, we have answers

What is Customer Management in Service Geeni?

Customer Management in Service Geeni focuses on customer communication and visibility, bringing together tools like the customer portal and SMS notifications to improve how you keep customers informed.

What can customers do through the Customer Portal?

Customers can access service updates, check job progress, and view important documents through a secure customer portal, without needing to contact your team for routine information.

How do SMS Notifications improve customer communication?

SMS notifications send automatic service updates at key stages, helping customers stay informed in real time while reducing the need for manual follow-ups.

Can we expand our customer communication tools over time?

Yes. You can start with core features like the customer portal and SMS notifications, then add more customer-facing capabilities as your needs evolve.

How does this reduce workload for our team?

By giving customers access to information and automating service updates, your team spends less time responding to routine queries and more time focusing on high-value work.

Is this a CRM system?

No, Service Geeni is not a traditional CRM. It is designed specifically for service operations, helping you manage customer communication, service data, and workflows in one connected platform.

Book Your Demo Today

Get a personalised walkthrough of Service Geeni, tailored to your business needs. See how our asset-centric, industry-specific platform can streamline your operations, reduce downtime, and help your team work smarter.

Talk to Us

Have questions or want to know how Service Geeni fits into your business? Whether you’re looking for integrations, pricing, or just some expert advice, we’re here to help. Reach out to our team and let’s chat about your needs.