Profile, Clients, Estimates, and Invoices.
Start with the fastest workflow: register Clients, create itemized Estimates, share documents, and send professional Invoices without extra operational tools.
GenesisList WebApp
Run local service work from one browser workspace.
Use GenesisList on the web to manage Provider profile, Clients, Projects, Work Orders, Estimates, Invoices, Schedule, documents, approvals, communication, and Financial Control.
WebApp content
Provider and Client access work from the same platform.
GenesisList keeps the work practical: Providers manage jobs and documents, while Clients receive records, approvals, and communication without paid access.
heroprovider_basicprovider_fullclient_freedocumentsoperations
The complete GenesisList operating workspace.
Unlock Projects, Work Orders, Schedule, routing context, files, photos, chat, Financial Control, approvals, and the full workflow built for service businesses.
Clients keep documents and job history free.
Client accounts can receive Estimate, Invoice, and Change Order documents, approve or confirm records, track Providers, and keep job context organized.
WebApp modules
Core features built around the real service workflow.
The WebApp 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
Estimate, Invoice, and Change Order records stay connected.
Share PDFs, approval links, app inbox records, email evidence, and manual signed-document uploads while preserving a clear audit trail for every document.
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.
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.
Connected operations
Web and mobile work together from office to field.
Providers can work from desktop when building documents and from mobile when visiting Clients, capturing photos, sharing files, and confirming Schedule details.
ClientsProjectsWork OrdersScheduleDocumentsFinancial Control
Mobile companion
Keep the app close to every visit.
Use GenesisList on iPhone or Android for field photos, Client files, Schedule, route handoff, documents, and messages while the work is happening.