Add a business

Adding a business is a form, not a build. Submitting this creates the account, its departments and its connection slots.

Trade

Trade is the field that does the work. It picks the departments and decides which connections appear below.

Software & Digital Retail & Wholesale Trades Real Estate

Trades (HVAC, roofing, plumbing, construction) seeds 6 departments and 4 connection slots.

1Business

Business name Short name for the URL Timezone Currency

2Branding

Logo drop and automatic colours land in phase 4. One colour is typed for now. The accent is worked out from it on both light and dark grounds, which is why there is no second colour to pick.

Primary colour Default theme Console address name.console.genovation.ai

3Their links

used whenever the console suggests they do something off-platform

Website (optional) Google review link (optional) Google Business Profile, Get more reviews, Share review form. Used whenever we suggest asking for a review Google Business Profile ID (optional) Optional. Lets us read the review count and rating once that adapter lands

4People

first row required, the rest optional

Full name Their job (optional) What they do, not what the console lets them do Email Role

Full name (optional) Their job (optional) Email (optional) Role (optional)

5Connections

Pre-filled from the trade template. Anything they do not use can be skipped.

GoHighLevel connect now sales-customers

Private integration token (optional) Location ID (optional)

Google Ads connect now marketing

Ads customer ID (optional) Manager account ID (optional)

Google Business Profile needs a developer, one day marketing

Business location ID (optional)

Field service software needs a developer, one day jobs-scheduling

Vendor decides the work. Falls back to CSV import when no adapter exists.

Which one (Jobber, ServiceTitan, Housecall Pro, other) (optional) API key (optional)

Never blocked by a platform we have not met. Both of these are first class sources with a name and a date on every number.

Scheduled file import always available

The answer for any platform with no usable API. Instagram, LinkedIn, most trade software.

What this file contains (optional) How often it is uploaded (optional)

Entered by hand always available

Always available. A dated, attributed number beats an empty card.

What the number is (optional) Unit (currency, count, percent) (optional) How often it is updated (optional)

6First win

What is the one thing costing you the most time right now? Becomes the first pending item and the thing we build in front of you

Writes the tenant, its departments and its sources, and records every one in the event log.

Nothing on this form needs a developer. A platform with no adapter yet is marked, and the business is still created around it.