Welcome! This guide covers every part of CreteGenie, written for the field, not for techies. Skim the table of contents, jump to what you need, or read it through once and keep it handy. Every section links back to the top.
CreteGenie is your all-in-one tool for running concrete jobs. In one place you can:
Think of it as an office assistant, a designer, and a billing clerk in your pocket.
You have a web address, a username, and a password. Open the address in any browser (phone, tablet, or computer), sign in, and you're in.
Down the left side is your menu. What you see depends on your role:
Dashboard ← your home screen, a quick overview
Visualizer ← show customers their new concrete
Render Lab ← fine-tune the AI images
Estimator ← build a price estimate
Estimates ← your saved estimates
Jobs ← every job in one place
Customers ← your customer list
Proposals ← quotes you've sent
Schedule ← plan pours around the weather
Invoices ← bills and payments
Team ← your crew (owners only)
Settings ← your business setup (owners only)
Tools ← calculators + your free lead pageThis is what makes CreteGenie special: show a customer exactly what their new concrete will look like before you pour a single bag.
Show it to your customer on the spot. Seeing the finished look makes people far more likely to say yes — and to choose the premium finishes.
Want to try different finishes or colors on the same photo? Use Render Lab — it's the Visualizer's workshop for experimenting before you save.
When you like an image, tap Save. Attach it to a job, or save it with no job (choose “none”) — either way it's kept. To see everything, open the Visualizer and tap 🖼 View saved visualizations. They're grouped by job, with an Unassigned group for the rest. From there, open any image full-screen, attach an unassigned one to a job, or delete what you don't need.
On most plans, AI renders are counted in credits. Your plan includes a batch of credits each billing cycle, and that batch refills automatically when the cycle resets — so you start every month fresh. Each render uses 1 to 3 credits depending on which AI model you pick: the quick everyday models cost the least, and the fancier, more photo-realistic models cost a little more. Nothing is charged per image beyond your credits — you just draw down that month's allowance.
To see where you stand, open Settings → Render Key. It shows a plain line like “X of Y render credits used this month” so you always know how many images you have left.
If your workspace is on the Free plan, rendered images carry a light, tiled “CreteGenie” watermark across them. It's faint, but it's there. The moment you move to any paid plan, the watermark disappears and every render comes out clean and unmarked — ready to drop straight into a proposal or hand to a customer.
Don't know the square footage? Open the Measure tool (in the Estimator). Two ways to measure:
The number flows straight into your estimate — no second trip, no guessing.
You can always go back, edit, and turn it into a proposal.
Tap Customers to see everyone you've worked with. Add a customer with name, phone, email, and address. Every job, estimate, proposal, and invoice connects back to the right customer automatically.
Open any customer and tap 💬 Reply / Contact on their contact card. Type your message once, then send it as an email from your business (it goes out through your own email setup, looking professional) or as a text message. It's the fast way to answer a question or follow up without leaving CreteGenie or hunting for their number.
Jobs is your command center. Every job moves through stages — new lead, quoted, in progress, done. Tap any job to see everything about it in one place: the customer, the visualizations, the estimate, the proposal, the invoice, the schedule, and the photos.
On any job, tap 📷 Take Photo (uses your phone camera) or 📁 Add Photo (pick from your library) to document the work — before, during, and after. Great for your records, for disputes, and for marketing. Your crew can add photos too (see roles).
Tap Schedule to plan your pours by day. Each scheduled job shows the customer, the size, your notes, the address, and a weather line for that day — so you can pour around the rain.
Job grew after the customer signed? Create a Change Order from the job. It works just like a proposal — a clean, branded document with the added scope and price that the customer reviews and signs online. It keeps the extra work documented and approved, so there's no “I never agreed to that” later.
Each job has its own private portal link — one web page where that customer sees their whole project: their visualization, their proposal (to review and sign), their invoice (to view and pay), a progress tracker, and more. One link, everything in it. It's one link per job, so a customer with two projects has two links.
To share it: open the job, tap 🔗 Customer Portal (next to Edit Job), then use Copy, Open (preview what they see), or Send Link (emails/texts it for you).
To change what's in it: the portal is a live mirror of the job — update the job's visualization, proposal, or invoice and the portal updates to match. Pick which sections appear in Settings → Customer Portal, and override them per job right next to the portal link.
Manual (always available): cash or check — open the invoice and record the payment. You can log a deposit and later payments; the balance and Paid status update automatically.
Online (if you set it up): your invoices can show a “Pay Now” button so customers pay by card or PayPal. The money goes to your account and the payment records itself — no double entry.
Go to Settings → Accept Online Payments. Paste in keys from your own Stripe or PayPal account (the step-by-step Stripe and PayPal guides are linked right there), or — if your provider set up a platform connection — use the one-click Connect button.
If you keep your books in QuickBooks Online, connect it once in Settings → QuickBooks. After that, every invoice shows a → QuickBooks button — tap it and that invoice (and its customer) lands in QuickBooks, with no retyping at tax time. A green ✓ QuickBooks appears once it's synced. You can also open a read-only Check QuickBooks view to compare side by side. (Included on Pro and higher plans.)
Have a crew? Tap Team to add them. Each person gets their own login with a role that controls what they can see:
So your field guys can open a job from the Schedule, snap progress photos, and clock in — without ever seeing your pricing or the customer's contact details. For crew, you can also grant granular permissions (for example, let one lead see a customer's phone number) right on their Team profile.
If you turn on Crew Time Tracking (Settings → Crew Time Tracking), each job shows a ⏱ Clock In to this job button. Crew tap it when they start and again when they finish; CreteGenie logs the hours (and, if allowed, the GPS location) against that job — so you know who worked where and for how long. Open the job to see the time logged.
CreteGenie gives you a free “Request an Estimate” form for your website or social bio. In Settings → Lead Capture you get a link and copy-paste embed code. Everyone who fills it out becomes a new lead, and you're notified by email (and optional text).
The moment a lead submits the form, CreteGenie can send them an automatic “thanks, we got your request” email from your business — so they hear back instantly instead of wondering. Turn it on and edit the wording in Settings → Leads (it's on by default). Use {customer} for their first name and {company} for your business name.
Tap Settings to set up your business. Each section opens on tap:
That's the whole flow — first call to final payment, all in one tool.
Need a hand with anything — including connecting QuickBooks or online payments? Email our support team at support@cretegenie.com. We read every message and get back to you.
You've got everything you need to run a sharper, faster, more professional concrete business. Go win some jobs!
CreteGenie Contractor Manual · support: support@cretegenie.com