Here's how to move between the main areas of Onsite and what you can do in each one.
On web
Use the left sidebar to move between the main areas.
Area | What you can do |
Onsite | Ask the assistant for help and return to recent conversations. |
Dashboard | Review revenue, calls, jobs booked, estimates, invoices, and team performance. |
Phones | Review call history, listen to voicemail, and access text messaging. |
Requests | Find and filter incoming booking requests. |
Customers | Manage customer contacts, service locations, billing information, and customer jobs. |
Schedule | View appointments and non-job events, and schedule new work. |
Accounting | Work with estimates and invoices, and open the bookkeeping screens available to your account. |
Timesheets | Review your team's hours, check daily records, and export timesheets. |
In the mobile app
Use the bar at the bottom of the screen to move between the main areas. The icons don't have text labels.
Icon in the bottom bar | What you can do |
House icon (Home) | See today's jobs in Your day, select Book a job, and check your Revenue summary. |
Phone icon | Review calls, listen to voicemail, and access text messaging. |
Calendar icon | View your schedule. |
Person icon | Find customers in your customer directory. |
3-dot icon (More) | Open Estimates, Invoices, Requests, and Timesheets. |
To ask the Onsite assistant, select the circle-of-dots button at the bottom right, next to the bottom bar.
On Home, 2 icons are in the upper-right corner:
The bell opens your activity notifications.
The account icon (the circle of dots) opens your account menu.
[Screenshot: media/01-home-dashboard.png — highlight the bottom bar icons, the assistant button at the bottom right, and the bell and account icon at the top right]
Open settings and your profile menu
On web
At the bottom of the sidebar, select your name.
Select Settings.
The same menu also has Contact us and Log out.
In the mobile app
On Home, select the account icon (the circle of dots) in the upper-right corner.
The account menu has Contact us and Log out, an Account section (Appearance, Notifications, My Profile), and a Company section (Appointment types, Pricebook, Estimates & invoices, Business hours, and more).
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Use the Onsite assistant
Review your dashboard
Finish setting up Onsite
Manage your notifications