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Solutions - Service Companies

Run service-company operations from the first call to the final payment in one system.

Genaya combines intake, dispatch, jobs, estimates, invoices, payments, and reporting so service businesses can move faster without stitching together multiple tools.

WorkflowCall to cash
Field controlDispatch + jobs
CollectionsInvoice-aware payments
A day on Genaya

One workday, from first ring to final dollar

Follow a single Tuesday at a service company that runs on Genaya. Every moment below is the same platform and the same record - no tool switches, no re-typing.

7:42AM

An urgent call comes in

A homeowner wakes up to a dead AC and dials your main line. Genaya rings the desk with client context on screen - and when nobody can grab it, the AI receptionist answers, books the first slot, and logs the job.

8:15AM

Dispatch fills the board

The morning queue drops onto the board. The 7:42 emergency slots in first, the routes shuffle around it, and every tech sees the same day before the trucks roll.

10:30AM

Tech arrives on site

Dana checks in from the driveway - the client already got the on-my-way text automatically. The checklist opens on her phone, and photos land straight on the job record.

12:40PM

Estimate approved on the spot

Dana builds the estimate at the kitchen table, line by line. The homeowner taps approve and signs with a finger - the work is authorized before she is back in the truck.

2:00PM

Invoice out, paid in minutes

The approved estimate becomes the invoice with one tap - same record, same amount. The pay link lands by text and the card clears before the next stop.

4:30PM

The review lands

Closing the job fires the review request automatically, while the fix is still humming. Five stars hit your profile before dinner - nobody had to remember to ask.

6:00PM

The owner sees the whole day

Trucks parked, books closed. The dashboard shows what actually happened - every job, dollar, and rating from today on one screen, with nothing left to reconcile.

Day closed - every record already reconciled
One platform

Every job, message, and dollar on one record.

Intake, dispatch, estimates, invoices, and payments share the same client record - so the office and the field always see the same truth.

Behind the day

Genaya gives service operators one connected surface for intake, field execution, and revenue.

Because call center, schedule, jobs, clients, estimates, invoices, payments, and analytics all live together, teams can move work forward without re-entering the same information.

See how it works

Connected intake

Calls, leads, and client history are visible before the team even schedules the work.

Dispatch with operational context

Schedulers can see technicians, service areas, and open capacity from one board.

Revenue workflow built in

Estimate approvals, invoicing, payments, and follow-up stay tied to the same work record.

Product Demo

A service workflow where demand, dispatch, and payments stay on the same record.

The board below shows how Genaya can support a service business from the first call through technician dispatch, approval, and collection.

Intake
Call and lead queue
Urgent HVAC callInbound call, service area, and client history captured instantly.
Repeat plumbing customerAccount details and prior notes stay visible at intake.
Dispatch
Technician schedule
Morning route adjustedUnscheduled work is surfaced before response times slip.
Service area conflictDispatch sees territory and workload in the same view.
Approval
Estimate follow-up
Replacement quote sentApproval status stays tied to the customer and job record.
Upsell option pendingTeams know what is waiting before closing the visit.
Revenue
Invoice and payment closeout
Visit completedInvoice is generated from the work already tracked in the platform.
Balance reminderCollections follow-up is visible to the office immediately.
Demand intakeCalls tied to clients
Dispatch pressureVisible in real time
Cash collectionIn workflow, not after
Powered byCall CenterScheduleJobsInvoicesGenaya Pay
What you get

The modules service teams run on

Each capability ships inside Genaya - one login, one record, no integration project.

Call center and intake controls

Live agents, routing, recent conversations, and call visibility keep demand connected to the rest of operations.

Inside GenayaCall Center

Dispatch board for field teams

Run day-to-day scheduling with team ordering, map visibility, and unscheduled work queues.

Inside GenayaSchedule

Job execution with customer context

Track job statuses, notes, technicians, and service details in the same workflow that started at intake.

Inside GenayaJobs + Clients

Integrated estimates, invoices, and payments

Move directly from approved work to invoicing and payment collection without jumping systems.

Inside GenayaEstimates + Invoices + Genaya Pay
Tomorrow, 7:00 AM

Run tomorrow on Genaya.

Book a walkthrough to see how Genaya supports intake, dispatch, jobs, approvals, and payments in one workflow.