Service Genius!
Service Business Software Features
Software Feature List for Service Genius
This Feature List shows which features are included with the different versions of our multi-functional employee and job scheduling software.
Feature |
Basic |
Advanced |
Enterprise |
Add-on Module |
Notes |
|
# Technicians |
<5 | <10 | Unlimited | |||
# Admin Users |
1 | 2 | 2 | Additional admin users can be purchased separately | ||
Customer/CRM Features |
✔ | ✔ | ✔ | |||
| Basic Functions | ✔ | ✔ | ✔ | |||
| Multiple Work Locations | ✔ | ✔ | ✔ | You can record multiple work addresses for each customer. | ||
| Browse Locations | ✔ | ✔ | ✔ | |||
| User-Defined Fields | ✔ | ✔ | ✔ | |||
| Source Field | ✔ | ✔ | ✔ | The Source field defines where the customer (or lead) first heard of your company | ||
| Calendars | ✔ | ✔ | ✔ | |||
| Easy Access to Other Screens | ✔ | ✔ | ✔ | |||
| Jobs Tab | ✔ | ✔ | ✔ | |||
| Time-Stamped Notes | ✔ | ✔ | ✔ | Notes which are stamped with date and time, recording all interactions with a customer or lead | ||
| Message Intake System | ✔ | ✔ | ||||
| Unlimited Phones and Email Addresses for Customers | ✔ | ✔ | ✔ | |||
| Tags Feature | ✔ | Enables you to create tags which can be applied to a customer record. Then, you can search and sort by those tag values. | ||||
Reminders System |
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| User can set reminders for users - concerning customers and employees | ✔ | ✔ | ||||
Employee Information |
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| Basic Functions | ✔ | ✔ | ✔ | |||
| Payroll | ✔ | ✔ | ✔ | |||
Team Information |
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| Assemble Teams | ✔ | ✔ | ✔ | |||
| Color Code Teams | ✔ | ✔ | ✔ | |||
Work Codes |
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| Maintain Service Categories | ✔ | ✔ | ✔ | |||
Job Scheduling Software |
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| Job Calendar | ✔ | ✔ | ✔ | |||
| Weekly Job Calendar (Job Calendar with colors) (Job Calendar All Teams) | ✔ | ✔ | ||||
| Job Calendar Daily Teams - New (3rd) Calendar screen for SG with Special features. Special features include: Display emps on calendar & allow user to drag and drop emps from one team to another, causing emps assigned to the jobs for that team to be changed accordingly. | ✔ | |||||
| Recurring Scheduling | ✔ | ✔ | ✔ | |||
| Job Notes | ✔ | ✔ | ✔ | |||
| One-Time Changes | ✔ | ✔ | ✔ | |||
| Entire Schedule Changes | ✔ | ✔ | ✔ | |||
| Display Options (changes what is displayed on job calendars -- bus. Name, last name, location id, etc.) | ||||||
| Job Completions | ✔ | ✔ | ✔ | |||
| Weekly Dispatch Calendar | ✔ | ✔ | ✔ | |||
| Daily Dispatch Calendar | ✔ | ✔ | ✔ | |||
| SMS Text Messaging | ✔ | ✔ | ✔ | |||
| Job resizing based on job length & # emps | ✔ | |||||
Accounts Receivable |
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| Invoices | ✔ | ✔ | ✔ | |||
| Statements | ✔ | ✔ | ✔ | |||
| Account History | ✔ | ✔ | ✔ | |||
| Combined Invoicing | ✔ | ✔ | ✔ | |||
| Credit Card/ACH Processing | ✔ | ✔ | User must sign up for service with one of our approved Payment Processing companies. Currently only available in the U.S. and Canada | |||
| Record Sales Tax (VAT/GST) by Location | ✔ | ✔ | ✔ | |||
| Combination Fixed Charges and Hourly Charges | ✔ | ✔ | ✔ | "User can charge some items as 'fixed charge"" and some as hourly charge services" | ||
Payroll |
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| Flexible Payroll Options | ||||||
| Ability To Track 6 Payroll Rates and Hours | ||||||
QuickBooks Interface |
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| QuickBooks Online Data Sync Utility | ✔ | ✔ | ||||
Xero Interface |
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| Xero Interface | ✔ | ✔ | ||||
Mapping Capabilities |
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| Job Directions | ✔ | ✔ | ✔ | |||
Estimates |
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| Invoice-Style Estimates | ✔ | ✔ | ✔ | |||
Email Module |
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| Email Job Reminders | ✔ | ✔ | ✔ | |||
| Email Job Tickets | ✔ | ✔ | ✔ | |||
| Email Invoices | ✔ | ✔ | ✔ | |||
Multi-User Options |
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| Multiple Users Scheduling Simultaneously | ✔ | ✔ | ✔ | |||
Customer Portal |
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| Request appointment | ✔ | |||||
| See Account Info | ✔ | |||||
| Pay Bills | ✔ | |||||
Employee Portal |
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| See scheduled jobs | ✔ | |||||
| Indicate jobs completed | ✔ | |||||
| Employee can report an absence. Request an absence? | ✔ | |||||
SM-Mobile Interface Users |
✔ (2) | ✔ (3) | ✔ (4) | Additional licenses available for additional mobile users (additional costs apply) | ||
SMS Text Messaging |
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| 2-way Text Messaging | ✔ | ✔ | ✔ | A fee is charged for each message. Also, a monthly fee to maintain your own phone number for SMS purposes. | ||
Pay Now Invoice |
✔ | +$10/month (if not Ent version) | User must sign up for credit card processing with one of our approved Payment Processors | |||
Remote job booking form (Allow customers to book a job on your website) |
N | N | N | |||
Import Lead Information from User's website |
+$22/month | Subject to volume of leads | ||||
| $79/month | $119/month | $149/month | ||||
Additional Admin users |
+$10/month | +$12/month | +$16/month | |||
Additional SM-Mobile users |
+$10/month | +$10/month | +$10/month | |||
Data Transfer from Scheduling Manager Gemini |
$500 | $500 | $500 | Fee may be waived or reduced in special circumstances | ||
NOTE: |
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| Prices subject to change. Check with Thoughtful Systems representative. | ||||||
| Prices do not include sales tax in the U.S. | ||||||