Profile, Clients, Estimates e Invoices.
Comece pelo fluxo mais rápido: cadastre Clients, crie Estimates itemizados, compartilhe documentos e envie Invoices profissionais sem ferramentas operacionais extras.
GenesisList WebApp
Gerencie serviços locais em um workspace no navegador.
Use o GenesisList na web para gerenciar Provider profile, Clients, Projects, Work Orders, Estimates, Invoices, Schedule, documentos, aprovações, comunicação e Financial Control.
WebApp content
Provider e Client usam a mesma plataforma.
GenesisList mantém o fluxo prático: Providers gerenciam jobs e documentos, enquanto Clients recebem registros, aprovações e comunicação sem acesso pago.
heroprovider_basicprovider_fullclient_freedocumentsoperations
O workspace operacional completo da GenesisList.
Libere Projects, Work Orders, Schedule, contexto de rota, arquivos, fotos, chat, Financial Control, aprovações e o fluxo completo para empresas de serviço.
Clients mantêm documentos e histórico do job sem custo.
Contas Client podem receber Estimate, Invoice e Change Order, aprovar ou confirmar registros, acompanhar Providers e manter o contexto do job organizado.
Módulos do WebApp
Features centrais criadas para o fluxo real de serviço.
O WebApp foi desenhado para o trabalho operacional depois que um Client encontra um Provider: escopo, Schedule, aprovações, billing, follow-up e 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 e aprovações
Estimate, Invoice e Change Order ficam conectados.
Compartilhe PDFs, links de aprovação, inbox no app, evidências por email e upload manual de documento assinado mantendo auditoria clara em cada documento.
1Estimate
2Approval
3Invoice
4Payment context
Modelo de acesso
Dois pacotes Provider e acesso Client gratuito.
GenesisList mantém o trabalho básico de documentos simples e permite upgrade para o workspace completo sem perder Clients ou 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.
Operação conectada
Web e mobile trabalham juntos do escritório ao campo.
Providers podem trabalhar no desktop para montar documentos e no mobile para visitar Clients, capturar fotos, compartilhar arquivos e confirmar Schedule.
ClientsProjectsWork OrdersScheduleDocumentsFinancial Control
Companion mobile
Mantenha o app perto de cada visita.
Use GenesisList no iPhone ou Android para fotos de campo, arquivos do Client, Schedule, rota, documentos e mensagens enquanto o trabalho acontece.