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Can't find a record or button in Onsite

Fix common reasons a schedule, invoice, request, customer, or button doesn't show up in Onsite.

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Written by Yuli from Onsite

If a record, list, or button you expect isn't showing, find what you see in the table below and try the fix.

Common fixes

What you see

What to try

Your schedule is empty

Check the date, the view (Day, Week, Month, or Timeline), your team filters, and Show non-job events.

No invoices in this time range

Expand the date range and check the status filter.

No booking requests

Check the date and status filters. Set the date range to All time. In the mobile app, the list starts at Past 90 days.

You can't find a customer

Search by phone, email, or address. Check the customer-type filters.

The Schedule button isn't available

Fill in the appointment details and assignment.

Get set up to text appears

Complete A2P verification in Phones > Messages.

You can't set up voicemail

Use the Onsite mobile app. Voicemail settings are managed there.

No time is logged for a day

Confirm the person and date. If you need to fix it, add a manual entry. See Add a missing time entry.

A blank estimate appeared on a job

Opening the estimate builder creates a draft estimate on the job right away.

An invoice you didn't finish shows up as a draft

Opening the invoice builder creates a draft invoice right away.

In the mobile app, you can't find Save on an estimate

Select ⋮, then Save & exit.

In the mobile app, a Pricebook item has no Save button

Select Back. The item appears in your Pricebook list.

Notification switches are on, but nothing arrives

Check your phone's notification settings for Onsite. In the mobile app, Notifications shows a warning when they're off.

The estimate summary says Not enough info to generate yet

Add notes or line items to the estimate, or write your own summary.

Still need help?

  1. Open your account menu:

    • On web, at the bottom of the sidebar, select your name.

    • In the mobile app, on Home, select the account icon (the circle of dots) in the upper-right corner.

  2. Select Contact us.

  3. Include the screen you were on and the record's number or name.

Related articles

  • Find your way around Onsite

  • Add a missing time entry

  • Set up your voicemail greeting

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