Contractor launch program
The contractor launch program is how a business starts on Business Genie. The team sets up your account and migrates your data at no charge; you turn on the rest, and go live.
- 1 Setup
- 2 Booking
- 3 Payments
- 4 Routes
- 5 Follow-ups
Before the launch: the customer list lives in a spreadsheet.
Sample account. One square is a mile of road, the way the East Valley’s main roads are laid out; distances run along them.
Before the launch: the customer list lives in a spreadsheet.
Sample account. One square is a mile of road, the way the East Valley’s main roads are laid out; distances run along them.
From sign-up to live
Five steps. The first is done by the team; the other four you turn on yourself.
- 1Done by the team · free
Your account, set up for you
The Business Genie team sets up your account and migrates your data at no charge. Your customers land in the CRM, and every step after this one builds on them.
- 2You turn it on
Online booking
Turn on online booking so customers can book a time without calling.
- 3You turn it on
Estimates, invoices and payments
Send estimates with deposits, and invoices customers can pay by card, Apple Pay, PayPal, Venmo or Cash App. Connect QuickBooks Online if you use it.
- 4You turn it on
Schedule and route
Put the week on the schedule and dispatch it. Route optimization orders each tech’s day automatically, splits jobs across techs, keeps time windows and job lengths, and re-routes the day when a job is added.
- 5You turn it on
Follow-ups and review requests
Turn on automated follow-ups and review requests, and you are live, on the web and in the iOS and Android app.
The launch starts with the sign-up form.
Start free trial
Before and after the launch
What to read before you switch, what you launch on, and the programs that pick up once you are live.
Before you switch
The launch · you’re here
Questions about the launch program
- Is setup free?
- Yes. Setup and data migration are done by the Business Genie team at no charge. Plans start at $50 a month after the free first month, and no credit card is needed to start.
- What does the team do, and what do I turn on?
- The team sets up your account and migrates your data. You turn on online booking, estimates and invoices, scheduling and route optimization, and automated follow-ups and review requests.
- How long does onboarding take?
- Business Genie has the fastest onboarding: you can be set up the same day, where enterprise field service platforms take weeks.
What the launch costs
Nothing is due to launch. The first month is free, twice as long as Jobber’s or Housecall Pro’s 14-day trials, and no credit card is needed to start. After it, plans start at $50 a month, with route optimization on every plan.
- Account setup, by the team
- $0
- Data migration, by the team
- $0
- First month of Business Genie
- $0
- Credit card to start
- Not needed
- Due to launch
- $0
Then from $50 a month