Business Genie is field service management software for contractors, built around route optimization — schedule and route your crews, then invoice and get paid, on the web and in the iOS and Android app. Here is every feature, in the order one job meets it.
The job is a sample: Maya & Ryan’s water heater, from the proposal on Monday to the review request on Friday. It passes eleven stops, and each stop is a part of Business Genie with its own page.
Estimates and proposals put the price of a job in front of the customer, and a proposal can carry a deposit. The deposit is collected before the work begins, so the customer is committed before your crew drives out, and what past jobs cost is what the next estimate should be built on.
Sample job · Proposal sent, deposit asked
Online booking lets a customer choose a service and a time and confirm it themselves, so a job asked for at nine at night is not lost to voicemail. The customer portal sits alongside online booking, invoicing and payments, so customers book and pay with one business, not three tools.
Sample job · Booked online, after hours
Every job goes on one schedule with the technician who will do it, and the whole team works from that schedule, on the web and in the iOS and Android app. Appointment windows and job lengths hold when the day is re-ordered, so a shorter route never moves a promised time.
Sample job · On Thursday’s schedule
Scheduling and dispatch are one step: a job is scheduled and assigned together, on the web or in the app. Route optimization splits the day’s jobs across your technicians, each in the order that drives least, and re-orders the rest of the day when a new job comes in.
Sample job · Thursday split across the crew
Route optimization orders each crew’s day by the shortest drive, automatically. It keeps appointment windows and job lengths, re-routes the rest of the day when a job is added, and gives each tech turn-by-turn directions. Business Genie is built around it, and it is on every plan, on the web and in the app.
Sample job · Routed into Marco’s day
Business Genie runs in the iOS and Android app as well as in the browser. Each tech opens the next job in turn-by-turn directions, and crews record their hours with GPS from the same app, so the hours come with the place they were recorded, not from a paper timesheet filled in on Friday.
Sample job · Driven there, hours recorded
Send the invoice when the job is done, from the web or from the iOS and Android app, and the customer pays it online. Invoicing sits in the same software that booked, scheduled and routed the job.
Sample job · Invoice sent from the app
Customers pay by card, Apple Pay, PayPal, Venmo or Cash App, on invoices and on the deposits you ask for on proposals, so part of a job can be paid before it starts and the rest the way the customer wants to pay it.
Sample job · Paid by Apple Pay
Paid Thu 3:05p by Apple Pay
Business Genie syncs with QuickBooks Online. Estimates, invoices and payments are handled in Business Genie, and your books stay in the QuickBooks Online account you and your bookkeeper already use.
Sample job · Synced to QuickBooks Online
Job costing adds up what each job cost, so profit is known job by job rather than only at the end of the year. The dashboard puts the month’s revenue, today’s jobs and quick actions for a new job or an invoice on one screen.
Sample job · Costed, on the dashboard
The CRM keeps your customers in the same software as their estimates, jobs and invoices. Automated follow-ups and review requests go out from it, so a customer is not forgotten because nobody remembered to call. Setup is free: the Business Genie team moves your existing customers over for you.
Sample job · Review request sent
Business Genie for HVAC, plumbing, electrical, landscaping, cleaning, roofing, painting, pest control, pool service and handyman businesses, each trade on its own page.
No credit card to start. The Business Genie team sets up your account and moves your existing data over for free.
Plans start at $50 a month, and route optimization is on every plan, on the web, iOS and Android.
You’re here · stop 1