Profile, Clients, Estimates e Invoices.
Empieza con el flujo más rápido: registra Clients, crea Estimates itemizados, comparte documentos y envía Invoices profesionales sin herramientas operativas extra.
GenesisList WebApp
Gestiona servicios locales desde un workspace en el navegador.
Usa GenesisList en la web para gestionar Provider profile, Clients, Projects, Work Orders, Estimates, Invoices, Schedule, documentos, aprobaciones, comunicación y Financial Control.
WebApp content
Provider y Client usan la misma plataforma.
GenesisList mantiene el flujo práctico: Providers gestionan jobs y documentos, mientras Clients reciben registros, aprobaciones y comunicación sin acceso pagado.
heroprovider_basicprovider_fullclient_freedocumentsoperations
El workspace operativo completo de GenesisList.
Desbloquea Projects, Work Orders, Schedule, contexto de ruta, archivos, fotos, chat, Financial Control, aprobaciones y el flujo completo para negocios de servicio.
Clients mantienen documentos e historial del job sin costo.
Las cuentas Client pueden recibir Estimate, Invoice y Change Order, aprobar o confirmar registros, seguir Providers y mantener el contexto del job organizado.
Módulos del WebApp
Features centrales creadas para el flujo real de servicio.
El WebApp está diseñado para el trabajo operativo después de que un Client encuentra un Provider: alcance, Schedule, aprobaciones, billing, follow-up y registros.
Provider workspace
Everything a Provider needs to keep the work moving.
Run the job from first Client record through Schedule, scope, documents, and payment follow-up.
Profile
Business identity, service area, availability, photos, and compliance context in one public-ready profile.
- Business profile
- Service coverage
- Provider identity
Clients
Keep contact details, addresses, files, Projects, documents, and job history connected to each Client.
- Client records
- Files and photos
- Job history
Projects
Track active and completed work with scope, value, Client context, linked documents, and status.
- Project queue
- Project status
- Linked documents
Work Orders
Build field scope, reusable checklist items, notes, photos, and job details before the Estimate.
- Scope checklist
- Job notes
- Field photos
Commercial documents
Estimate, Invoice, and Change Order workflows stay connected.
Prepare professional documents, share them with Clients, and keep approval context attached to the job.
Estimates
Create itemized Estimates, share for approval, generate PDF documents, and keep the approved scope locked.
- Itemized scope
- PDF sharing
- Client approval
Invoices
Send Invoices as professional PDFs, track pending and paid state, and connect totals back to Projects.
- PDF Invoice
- Payment status
- Project totals
Change Orders
Add approved or direct Change Orders when the scope changes, keeping the final Invoice total clear.
- Scope additions
- Invoice impact
- Audit trail
Document approvals
Use secure links, app inbox, email evidence, and manual signed-document uploads for practical approvals.
- Approval links
- Client inbox
- Manual evidence
Documents
Keep generated PDFs, attached files, approval history, and Client-visible records connected to the job.
- PDF records
- Attachments
- Approval history
Daily operations
Schedule, communication, and Financial Control work together.
Give Providers and Clients a shared operational view without forcing the whole job into chat messages.
Schedule
Schedule visits, confirm appointments, keep site context visible, and hand off route details through maps.
- Visit Schedule
- Route handoff
- Client confirmation
Chat and translation
Use translation-ready chat so Brazilian Providers and American Clients can communicate with less friction.
- Client EN
- Provider PT-BR
- Translation context
Financial Control
Track income and expenses with Genesis-managed Chart of Accounts categories and Provider-managed vendors.
- Income
- Expense
- Vendors
Files and photos
Attach photos, PDFs, job files, signed documents, and field evidence to Clients, Projects, and documents.
- Photos
- PDF files
- Signed evidence
Notifications
Keep alerts for documents, messages, visits, and follow-up actions close to the workspace.
- Document alerts
- Message alerts
- Follow-up
Documentos y aprobaciones
Estimate, Invoice y Change Order quedan conectados.
Comparte PDFs, enlaces de aprobación, inbox en la app, evidencia por email y carga manual de documentos firmados con auditoría clara en cada documento.
1Estimate
2Approval
3Invoice
4Payment context
Modelo de acceso
Dos paquetes Provider y acceso Client gratuito.
GenesisList mantiene simple el trabajo básico de documentos y permite upgrade al workspace completo sin perder Clients ni documentos existentes.
Profile, Clients, Estimates, Invoices, simple document sharing, and the records needed to run a lean service workflow.
The full Provider workspace: public visibility, Projects, Work Orders, Schedule, Financial Control, chat, documents, notifications, and operational tools.
Clients can use the app free to receive documents, approve requests, review providers, and keep job history connected.
Operación conectada
Web y mobile trabajan juntos de la oficina al campo.
Providers pueden trabajar en desktop para crear documentos y en mobile para visitar Clients, capturar fotos, compartir archivos y confirmar Schedule.
ClientsProjectsWork OrdersScheduleDocumentsFinancial Control
Companion mobile
Mantén la app cerca de cada visita.
Usa GenesisList en iPhone o Android para fotos de campo, archivos del Client, Schedule, ruta, documentos y mensajes mientras el trabajo sucede.