Managing equipment deals often means juggling multiple moving parts: equipment, trade-ins, service contracts, spare parts, invoicing, and the jobs needed to pull it all together. Until now, that often meant lots of scrolling and manual tracking.
With Phase 2 of the Equipment Deal interface, that complexity gets a lot simpler. We’ve redesigned the experience around a clean tabbed layout, added new tools to manage spares and invoices, and upgraded existing tabs to make every stage of the deal easier to control.
This release also extends the redesign to the Equipment Deal Quotation interface, keeping quoting and deal management consistent end-to-end.
What’s New
A Clean, Tabbed Layout
No more long scrolling pages. Deals are now organised into clear, modular tabs so you can switch between equipment, jobs, spares, trade-ins, contracts, and invoicing in seconds.
New Tabs for Extra Control
Schedule Invoice – Plan staged payments, deposits, or credit notes directly inside the deal. Get reminders when invoices are due and see the running balance update automatically.
Spare Parts – Track and procure non-equipment items (like consumables or accessories) with full visibility of stock, bin location, and purchase requests or orders when needed.
Jobs – Plan and track operational tasks linked to a deal, from customisations to inspections. See planned vs. actual labour and parts, and link jobs directly for full visibility.
Smarter Existing Tabs
Overview – Quick access to customer and deal details in a tidy, dedicated tab. Actions like Raise Deal, Save Draft, and Cancel are always in reach.
Trade-In – Easier to capture and apply trade-in values, with a cleaner layout that reflects real-world negotiations.
Service Contracts – Redesigned navigation makes it simple to set up recurring contracts, uplifts, and service sequences.
How You’ll Use It
Splitting payments? Use the Schedule Invoice tab to stagger billing across deposits, milestones, and delivery.
Adding custom parts? Add accessories or consumables in the Spare Parts tab and raise purchase orders if stock is low.
Managing contracts? Set up recurring service contracts directly in the deal to keep revenue predictable and service jobs scheduled.
Keeping teams aligned? With sales, service, and operations all working from the same tabbed deal view, nothing gets lost.
Benefits at a Glance
Everything in one place – No more juggling separate tools or notes.
Financial control – Align invoice schedules with customer terms and your cash flow.
Clear visibility – See every job, contract, and part connected to a deal.
Operational efficiency – Order, track, and manage spares without extra admin.
Stronger teamwork – Sales, service, and ops all share the same clear workflow.
Why It Matters
Equipment deals rarely stop at the equipment itself. Trade-ins, spares, service agreements, jobs — they all need to come together smoothly. With the Phase 2 update, you’ll have the tools to manage the full lifecycle of a deal with less friction, fewer surprises, and better customer outcomes.
The new Equipment Deal Phase 2 update is live now.
Try it in your account today.
Need guidance? Visit the Service Geeni Help Centre or contact your support team for a walkthrough.