ERP integrations with Service Geeni
Bring your operations and engineering teams together with connected data.
If your business relies on engineering teams working across parts, equipment and job management, you'll know how frustrating it is when systems don't talk to each other. ERP integration with Service Geeni fixes that.
Common integration examples
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What gets connected?
Share asset records automatically
When new equipment is manufactured or sold, the asset details can be pulled straight into Service Geeni. This means you can start tracking maintenance, service history, and warranty details ready to go from day one.
Make parts and stock visible to engineers
Your ERP manages the purchasing and stock levels. By syncing that information with Service Geeni, your engineers can view what’s available, where it is, and when it needs to be reordered. That means faster turnaround and less time chasing parts.
Link internal jobs with your workflows
If you create maintenance jobs in your ERP, Service Geeni can pick them up and manage them through to completion. Or if you raise jobs in Service Geeni, the data can be passed back into your ERP for reporting and invoicing.
Keep invoicing in sync
Prefer to keep your invoicing in the ERP? No problem. Service Geeni can send over the job details and cost data, so your finance team has everything they need without extra admin.
Track warranties with accuracy
We support time-based and usage-based warranties. If your ERP holds the original warranty details, Service Geeni can pull them through and automatically apply the correct warranty rules to each job. You can even flag customer damage when something falls outside of coverage.
Who is this for?
Supported ERP systems
These are the systems we already connect to. If yours isn't listed, just ask.
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Using a different ERP?
Many of our customers run industry-specific systems.
Tell us what you're using and we'll scope what's possible.
Integration without the IT project
What else can be integrated?
Payroll
Capture engineer timesheets and send them into your payroll system for accurate pay based on hours worked, including out-of-hours or shift premiums.
Compliance and certification bodies
For industries with strict standards, we can connect service checklists and compliance documentation. Tell us which bodies you report to.
Invoice scanning and matching tools
Automate the process of matching supplier invoices against purchase orders in your ERP.
CRM systems
CRMs vary too much for a standard connector, so we build these to your requirements. Tell us what you're running.
ERP Integrations FAQ
Can ERP integration help internal maintenance teams?
Yes. Your team can automatically receive jobs, access asset records and track part usage directly from the ERP, without switching systems.
What’s the benefit for service engineers in the field?
Engineers can access synced job data, stock levels, and warranty coverage directly from their mobile devices, improving response times and service accuracy.
Do I need technical expertise to manage the integration?
No. Service Geeni manages the integration process for you and provides clear documentation. Once setup is complete, the syncing runs automatically in the background.
Can we control which ERP data is shared with Service Geeni?
Yes. Integrations are highly configurable. You can choose what data flows between systems, whether that's just assets and stock or a full integration covering finance, jobs and warranties.
What happens if our ERP changes in the future?
We design flexible, modular integrations. If you change or upgrade your ERP system, we’ll help assess how to migrate or re-map the integration, so your data continues to flow without disruption.
Will ERP integration affect my existing workflows?
It will enhance them, not replace them.
Can we integrate our ERP with both internal teams and engineers in the field?
Absolutely. Service Geeni is designed to support dual operations. Internal maintenance planners and mobile service engineers can all access relevant ERP data, tailored to their role and visibility level.
Got a specific integration in mind?
