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A service business is one which has to cater to a large set of customers, providing them with specific services for a fee. The service business provides its expertise and its services through employees trained in the specific skills they are providing to the clients. Starting in the United States, the service business sector has grown since the 1970s. More and more couples were both engaged in full-time paid work, and family incomes were growing. People wanted – and needed – more quality leisure time, so looked to outside service companies to perform tasks that might have been done by one of the partners in earlier days.
A service business is one which has to cater to a large set of customers, providing them with specific services for a fee. The service business provides its expertise and its services through employees trained in the specific skills they are providing to the clients. Starting in the United States, the service business sector has grown since the 1970s. More and more couples were both engaged in full-time paid work, and family incomes were growing. People wanted – and needed – more quality leisure time, so looked to outside service companies to perform tasks that might have been done by one of the partners in earlier days.
You can record all usual basic information for each customer or prospect. Thoughtful Systems and its predecessor companies, under the direction of Murray Gordon, a management and IT consultant and systems analyst, began producing software for a window cleaning company based in New York’s toney Hamptons district back in 1986. That window cleaning business had 4 branches, each one in a different Hampton, and thousands of customers, many of them wealthy new Yorkers in the finance industry, the movie industry and others. Due to the seasonal nature of the Hamptons position, the software had to allow for differing schedules for various periods of the year. In Summer, it was window cleaning once a week perhaps, whereas in the winter, when houses sat empty, window cleaning was rare, but houses needed to be checked for things like freezing pipes, snow removal and so on.
Service Genius was developed by the team that produced the Scheduling Manager Gemini, a highly successful service business software application developed over a period of more than 30 years! During that time, we have listened to feedback from our users. Each month, we sit down and review requests from users for new and modified features. We add in items that are requested by many users. Also, sometimes a particular user has very specialized needs and wants the software to handle very specific situations. In some cases, our Customer Success business analysis professionals – the in-house “geniuses” – analyze a company’s structure and its detailed requirements, and modifies the software to handle these very specific situations. The amount paid for these modifications is minuscule in comparison to the dollar savings that result from having software that “fits like a glove”.
User-defined fields: There are several user-defined fields which can be renamed by you to anything you want! There are over 100 user-defined fields for each location!
Public notes: Notes to be included on Work orders which help alert employees to relevant information concerning eh customer
Private notes: Notes that can only be read or modified by select office personnel. (Never printed on work orders, invoices, etc.)
Time-stamped notes: You can record notes each time you have any kind of interaction with a customer or a prospect. This includes phone calls, emails, text messages, etc. This is another incredibly useful feature, allowing you to keep a detailed record of all contacts with each customer or sales lead.
When you record appointment completion information in Service Genius, an invoice is automatically generated for the appropriate amount for the job. You can tell the software to send out these invoices automatically by email as they’re created.
Define as many service codes as you like in Service Genius. Service Codes allow you to classify all scheduled work and jobs performed according to the type of work performed.
If you are using the QuickBooks interface, these Service Items will be synched with the service codes in QuickBooks, Similarly, if you are using Xero or Sage Accounting.
You can record information concerning each lead (prospect) in the software. You can then get statistics from Service Genius showing what percentage of leads are converted to paying customers periodically.
If you are using our mobile app, SM-Mobile, then completion information is imported from the mobile app.
SM-Mobile works in conjunction with Service Genius, so that employees in the field can be informed about appointments and record information concerning them. All information recorded is transmitted back to the head office. It also functions as a timekeeping app.
Some of SM-Mobile’s features”
Service Genius is an online program that will help make your service business more efficient, and help you both in the day-to-day running of your business and in the ongoing analysis of business successes. It’s built-in business intelligence! Service Genius provides you the tools so that you can benefit from its brilliant features and become a service business genius yourself.
Service Genius has been created by Thoughtful Systems, a software development company specializing in providing software for a variety of service industries, with over 30 years’ experience. The software is affordable and is supported by professional, smart and friendly support technicians, who will answer your questions, and give you advice on the best ways to use the software for your particular business!