Products / ServiceFlow Geni

ServiceFlow Geni AI assistant for service companies

ServiceFlow Geni is a ServiceFlow Pro feature. Chat with Geni to create customers, jobs, estimates, and invoices, wrap up calls, schedule crews, and troubleshoot stuck work—with confirm cards so your team stays in control.
For offices that want CRM actions from a conversation instead of opening four forms after every phone call.

How it works

  1. Ask Geni in plain language—create a job, send an estimate, or diagnose why work is stuck.
  2. When Geni finds multiple customers it shows choices; when a write is ready it shows a Confirm card.
  3. After a call, open Geni with the call id so disposition, notes, and follow-up work stay in one thread.
AI voice agent · Call center · Jobs · Estimates & invoices · Geni guide

Use cases by trade

How ServiceFlow Geni shows up for different service businesses. Each link opens that industry page.

What you can do

  • Conversational creates

    Customers, jobs, estimates, and invoices from chat, with Confirm before anything is written.

  • Call wrap-up

    Seed Geni from a call so the office finishes disposition, notes, and follow-up without a long form.

  • Ops tools

    Schedule, assign, update job status, link invoice jobs, send estimates and invoices, convert approved estimates.

  • Troubleshoot

    Diagnose why a job, estimate, or invoice is blocked and get the next step—not a dead-end error.

  • Business Flow

    Teach Geni your Lead → Estimate → Job → Invoice order under Settings → General.

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