Day, week, and month planning with map panels, team ordering, company filters, and unscheduled work.

• checkDispatch board
• checkMap panel

Track statuses, assignees, companies, lead sources, tags, and advanced filters from one work view.

• checkStatus tracking
• checkAdvanced filters

Task boards organized into environments, each with its own statuses, custom fields, and team - Kanban or list view.

• checkEnvironments (boards)
• checkCustom fields + statuses

Manage people, roles, permissions, profiles, and role-aware access across the platform.

• checkTeam members
• checkPermissions

Trigger-based workflows that send reminders, follow-ups, and updates so nothing depends on memory.

• checkAppointment reminders
• checkFollow-up sequences

Track products and stock, reserve items against appointments, and get alerted before you run out.

• checkStock tracking
• checkAppointment reservations

Team notes and docs attached to clients and appointments, plus a floating notepad that follows you everywhere.

• checkNotes on clients + appointments
• checkShared team docs

Fillable, signable documents built from your own PDFs or ready-made templates, auto-filled from client and appointment data.

• checkTemplate marketplace
• checkAI field detection

Every upload across Genaya in one media manager with folders, product folders, and a storage pool by plan.

• checkFolders and subfolders
• checkUploads from every product in one place

A live map of your team - who is where, who is available, and what everyone is working on right now.

• checkLive team map
• checkPresence status

Turn any TV into a live board of your schedule, KPIs, leaderboard, and announcements with a one-time pairing code.

• checkPair a TV with a 6-character code
• checkLive schedule, KPIs, leaderboard

The configuration backbone - companies, roles and permissions, vendors, service areas, custom fields, taxes, statuses, numbering, and hold music.

• checkMulti-company setup
• checkRoles + granular permissions

A mobile time clock with time-stamped shifts and breaks, a live on-the-clock view, manager approvals, and manual entry.

• checkTime-stamped shifts + breaks
• checkLive on-the-clock view

Run rental properties end to end - units, leases, rent collection, and maintenance tickets that become scheduled jobs.

• checkRent auto-collected monthly
• checkTickets become scheduled jobs

Create, send, remind, approve, and convert estimates with templates and tokens.

• checkTemplate sending
• checkApproval flow

One priced catalog of items and services that estimates, invoices, and appointments draw their line items from.

• checkItems and services with categories
• checkSearch-as-you-type picker

Invoice details, previews, signatures, reminders, balance tracking, and payment-ready billing.

• checkInvoice detail
• checkBalance tracking

Track operational costs with structured records that stay connected to the wider financial workflow.

• checkExpense detail
• checkOperational cost tracking

Card and ACH payments, Tap to Pay, card machines, subscriptions, payment links, payouts, and disputes.

• checkCards, ACH, Tap to Pay
• checkInstant payouts

Split any appointment total into scheduled payments - deposits, progress billing, and a final balance.

• checkUp to 12 payments per appointment
• checkAuto-charge on due dates

Payroll runs, timesheets, commissions, performance pay, contractor payouts, tax profiles, and 1099s for the team that does the work.

• checkTeam payroll
• checkCommissions + performance pay

Form an LLC or corporation in all 50 states and DC - filing, EIN, registered agent, and annual reports, with the new company living in Genaya from day one.

• checkLLC or corporation filing from $199 + state fee
• checkEIN + registered agent

Email campaigns built on live audiences and templates, plus SMS campaigns to US numbers - reach your whole client base without leaving the platform.

• checkEmail + SMS campaigns
• checkSmart audiences

Describe a business or an idea and Genaya AI builds the website - or a web app with visitor accounts - from your words, wiring in your real services, booking page, lead forms, reviews, hours and number when the site is about your business - live on your own genaya.site link.

• checkBuilt from your idea in one sentence - a site, or a web app with accounts
• checkBooking, lead forms, reviews and deposits wired in when it is your business

Drag-and-drop form builder with public links - submissions become contacts and assigned leads.

• checkDrag-and-drop builder
• checkPublic form links

Public booking pages synced to your real schedule - customers pick a slot, pay, and get confirmed.

• checkReal availability
• checkAuto-confirmations

Collect Google reviews after every appointment, publish a public company profile, and put your reputation to work.

• checkReview requests by SMS + email
• checkPublic company profile

Post-service surveys and NPS with shareable links and analytics on every answer.

• checkPost-service surveys
• checkNPS scoring

Give customers one place to review schedules, approve work, message your team, and pay.

• checkApprovals
• checkSchedules

Every prospect in customizable lead tables, fed by your forms, booking pages, ad lead sources, the AI receptionist, and imports.

• checkCustom tables, columns, and tabs
• checkLeads arrive on their own

Manage CRM records, company relationships, lead attribution, statuses, and account history.

• checkClient records
• checkLead source filters

A workspace assistant that answers from your live records, learns how your business counts things, keeps a project per initiative with a written brief and the decisions it raises, reads the files you drop into a chat, and opens as a side chat on every page.

• checkAnswers from live data
• checkProjects with a brief and decisions

One place per initiative - a client account, a job, a case, a campaign, a hire, a tax season - where Genaya AI keeps a written brief, reads the records live through your own permissions and asks you only when a decision is needed.

• checkA brief that refreshes only when something changed
• checkDecisions raised as cards you confirm or skip

Agents made from one sentence or from a gallery of eight ready-made ones - lead follow-up, missed-call text-back, review request, collections, a morning brief, follow-ups, an appointment coordinator and inbox triage - that run as you, ask before every send and keep your yes once you give it.

• checkOne sentence becomes a filled agent card
• checkEight ready-made agents with a picture each

Use Genaya from inside ChatGPT, Claude, Claude Code, Gemini, Copilot or any MCP client - your own appointments, clients, invoices and revenue, as you, with your permissions - and, when you allow it, changes you confirm.

• checkWorks with ChatGPT, Claude, Gemini, Copilot and any MCP client
• checkYour permissions, one organization

Sixteen reports across calls, revenue, leads, appointments, invoices, payment schedules, team productivity, messaging, service areas, lead sources, and rooms, plus a per-contact timeline and a customizable home dashboard.

• check16 reports, one date range
• checkSearch and export every table

Live transcripts, AI smart notes, action items, and sentiment on every recorded call, searchable across the whole history. $79/mo add-on.

• checkTranscription on recorded calls
• checkAI notes + action items

Room sessions recorded with live transcription and AI summaries, so every meeting becomes a searchable record.

• checkSession recording
• checkLive transcription

A REST API over your Genaya data - scoped API keys, 24 resources, outbound webhooks, a Zapier app, and full developer docs.

• checkREST API v1
• checkAPI keys + webhooks