GenesisList app

The workspace for local service work.

GenesisList connects Provider, Client, Schedule, documents, approvals, communication, and payment context so every job can move from request to completion with less friction.

For Providers

Run the business side of the job from one place.

Build your Profile, manage Clients, organize Projects and Work Orders, send Estimates and Invoices, track Change Orders, use Schedule, and keep files, photos, notifications, and communication connected.

For Clients

Free access to documents, providers, and job history.

Clients can search Providers, send job requests, receive documents, approve Estimates and Change Orders, confirm Invoice context, use Schedule, and keep Provider communication organized.

App modules

Core features built around the real job flow.

The app is designed for the operational work after a Client finds a Provider: scoping, scheduling, approvals, billing, follow-up, and records.

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
Documents and approvals

Professional documents with practical approval evidence.

Providers can share Estimate, Invoice, and Change Order documents through the app, email, secure links, or manual signed-document uploads. Approval context stays attached to the document so the team can see what happened and when.

1Estimate
2Approval
3Invoice
4Payment context
Access model

Two Provider packages and free Client access.

GenesisList keeps basic document work simple while allowing a Provider to upgrade into the full operating workspace without losing existing Clients or documents.

Basic package

Profile, Clients, Estimates, Invoices, simple document sharing, and the records needed to run a lean service workflow.

Full package

The full Provider workspace: public visibility, Projects, Work Orders, Schedule, Financial Control, chat, documents, notifications, and operational tools.

Free Client access

Clients can use the app free to receive documents, approve requests, review providers, and keep job history connected.

Mobile app

Keep every job close to the field.

Use GenesisList from iPhone or Android to stay close to Client details, documents, photos, Schedule, and messages while work is happening.