The CreteGenie Workflow

Run every job from first call to final payment

CreteGenie follows the way you already work a concrete job — win it, build it, get paid, and turn the finished work into your next lead.

Win the Job
Schedule & Prep
Do the Work
Get Paid & Grow
1
Win the Job
Turn a lead into a signed deal
From the first site visit to a customer signature
Step 1

Add the Customer

Save their name, phone, email, and the job address.

Step 2

Create the Job

Open a job and tag it a lead. Everything else hangs off it.

Your home base for this project
Step 3

Visualize It

Photograph the site and show finishes right on their driveway. This is your wow moment.

Win trust before you quote
Step 4

Build the Estimate

Enter the square footage and CreteGenie prices the materials and labor.

Step 5

Offer Options

Undecided customer? Send a comparison so they pick good / better / best themselves.

Step 6

Send & Get Signed

Email or text the proposal. They review and e-sign online — no paper.

Signature locks the deal
2
Schedule & Prep
Get ready to pour
Lock the date, watch the weather, take the deposit
Step 7

Schedule the Pour

Pick the date on the calendar. CreteGenie checks the forecast for pour-safe conditions.

Weather-aware
Step 8

Confirm the Crew

The crew sees the exact address with one-tap directions to the site.

Step 9

Collect the Deposit

Request a deposit up front so you start the job already paid in part.

3
Do the Work
Manage the active job
Document everything and handle changes cleanly
Step 10

Photograph the Job

Snap before, during, and after shots — your record and your marketing.

Step 11

Handle Changes

Scope grows? Create a change order — the customer approves the new price online.

Never eat a change again
Step 12

Share the Portal

The customer follows progress, photos, and paperwork in one private link.

4
Get Paid & Grow
Close out and compound
Collect the balance and earn your next lead
Step 13

Send the Invoice

Bill the balance. The customer pays online by card or PayPal.

Step 14

Ask for a Review

One tap sends a Google review request while they're still thrilled.

More reviews = more leads
Step 15

Mark It Won

Close the job. Its photos and renders become proof for your next pitch.

And it comes full circle

Every finished job hands you fresh photos, a glowing review, and a happy customer — the raw material for winning the next lead. Start again at Step 1.

CreteGenie — visualize · estimate · propose · build · get paid