Equipment Sales
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The #1 choice for thousands of industry leaders
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What you gain with Equipment Sales
One workspace for the entire deal
Every part of the sale lives in a single deal record instead of being split across documents and systems. You can build a deal from scratch or clone a previous quotation to save time.
- Manage equipment items, trade-in values and spare parts together
- Add service contracts as part of the sale where relevant
- Clone existing quotations rather than starting again each time
- Keep the full history of the deal visible in one place
Cleaner handover between sales and service
Once a deal is agreed, someone still has to install, customise or service the equipment. Equipment Sales links that work directly to the sale, so the service team knows exactly what's been sold and what needs to happen next.
- Create installation, customisation or service jobs directly from the deal
- Link jobs to the specific equipment involved in the sale
- Give the service team full visibility of what's been sold
- Reduce the risk of missed installation or service tasks
Predictable cash flow with staged invoicing
Complex sales rarely involve a single invoice. Equipment Sales handles deposits, interim payments and final balances within the same record as the rest of the deal.
- Schedule deposits, interim invoices and final balances
- Generate credit notes when adjustments are needed
- Track running balances at every stage of the deal
- Give finance teams and customers a clear payment schedule
Clear visibility of deal profitability
Without a central view of costs and revenue, it's hard to know which deals are actually profitable until well after they've closed. Equipment Sales keeps that information attached to the deal itself.
- Track revenue and cost data against each individual deal
- See margins as the deal progresses, not just at the end
- Move stock equipment from asset to sold product on the balance sheet via sales nominals
- Spot underperforming deals earlier
Less manual admin, fewer errors
Manually creating purchase orders and equipment records takes time and introduces mistakes. Equipment Sales automates parts of this process so your team can focus on the sale itself.
- Reduce manual effort in creating purchase orders and equipment records
- Automate record creation at the goods received note (GRN) stage
- Remove reliance on spreadsheets or offline processes
- Cut down on duplicated data entry between systems
What Equipment Sales covers
Deal creation and quoting
Linked jobs and tasks
Invoice scheduling
Purchase orders and goods receipt
What Else Does Service Geeni Do?
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Helping Service Teams Deliver More, Every Day
Batch cancelling jobs is super quick and easy in Service Geeni, saved us a lot of time!
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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%.
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.
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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.
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.
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.
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.
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.
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!
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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.
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.
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.
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.
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.
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.
Why Service Geeni for Equipment Sales?
Equipment Sales isn't a bolt-on sales tool. It's built directly into Service Geeni, which means the equipment, jobs and finance workflows you're already using are connected to every deal you create. There's no separate system to maintain and no risk of equipment records falling out of sync once a sale goes through.
Service Geeni is built for organisations managing equipment that needs looking after long after the sale, not one-off transactions. If your sales involve trade-ins, spares, installation work or staged payments, Equipment Sales keeps that complexity manageable in one place, with clear visibility for sales, service and finance teams alike.
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.
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You have questions, we have answers
What is Equipment Sales within Service Geeni?
Equipment Sales is a module within Service Geeni for managing complex equipment sales. It brings together equipment items, trade-ins, spare parts, service contracts and staged invoicing in one workspace, and links directly to installation and service jobs.
Is Equipment Sales a CRM replacement?
No. Equipment Sales manages the operational side of an equipment sale, such as trade-ins, linked jobs and invoice scheduling. It isn't designed to replace your CRM.
Does Equipment Sales replace our accounting system?
No. Equipment Sales handles deposits, staged invoices, credit notes and running balances, and uses sales nominals to move stock equipment from asset to sold product on the balance sheet. It works alongside your accounting system rather than replacing it.
What kind of equipment is Equipment Sales designed for?
Equipment Sales is designed for sales that involve installation or service handover, trade-ins, spare parts, service contracts or staged payments. Simple, one-line equipment sales with no service or installation component are unlikely to need the full module.
Can I link service jobs to an equipment sale?
Yes. Installation, customisation or maintenance jobs can be created directly from the deal and linked to the specific equipment being sold, so the service team has full visibility of what's involved.
Does Equipment Sales support trade-ins?
Yes. Trade-in values can be added and adjusted as part of building a deal, alongside spare parts and service contracts.
Does Equipment Sales support staged invoicing?
Yes. Deposits, interim invoices and final balances can all be scheduled within the deal, with running balances tracked throughout and credit notes generated when needed.
Can I clone a previous quotation instead of starting a new deal from scratch?
Yes. Existing quotations can be cloned as a starting point for a new deal, which is useful for repeat or similar sales.
Is Equipment Sales available on all Service Geeni plans?
Availability depends on your plan and configuration. Contact your account manager to find out whether Equipment Sales is included or can be added to your setup.
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