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