How to create and dispatch your first work order
Step-by-step guide to creating work orders and assigning them to technicians
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Getting Started
Learn the basics and set up your account
Scheduling & Dispatch
Master job scheduling and technician dispatch
Customer Management
Manage customers and service history
Mobile App
Using the field technician mobile app
Invoicing & Payments
Billing, invoicing, and payment processing
Reports & Analytics
Generate reports and track performance
Popular Articles
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Setting up the mobile app for field technicians
Complete guide to installing and configuring the mobile app
Configuring payment processing and invoicing
Set up payment methods and automate your invoicing workflow
Understanding your dashboard and key metrics
Learn how to read and interpret your business metrics
Best practices for inventory management
Tips for tracking parts and materials efficiently
Managing team members and permissions
How to add users and set appropriate access levels
Frequently Asked Questions
Quick answers to common questions
How do I upgrade my subscription plan?
You can upgrade your plan at any time from the Settings > Billing section. Changes take effect immediately, and you'll only pay the prorated difference for the current billing period.
Can I import my existing customer data?
Yes! Simply OnSite supports CSV imports for customers, contacts, and equipment. Go to Settings > Import Data to get started with our import wizard.
Does the mobile app work offline?
Absolutely. The mobile app is designed to work offline. Technicians can view jobs, complete work orders, and capture signatures without internet connectivity. Data syncs automatically when reconnected.
How do I integrate with QuickBooks?
Navigate to Settings > Integrations and click "Connect to QuickBooks." Follow the authorization steps, and your invoices and payments will sync automatically.
What payment methods do you support?
We support all major credit cards, ACH transfers, and digital wallets through our integration with Stripe and PayPal. You can enable multiple payment methods.
How many users can I add to my account?
The number of users depends on your plan. Starter plans include up to 5 users, Professional up to 25 users, and Enterprise plans support unlimited users.
Is my data backed up?
Yes, we perform automated backups every 24 hours with point-in-time recovery. Your data is stored redundantly across multiple secure data centers.
Can I export my data?
You have complete ownership of your data and can export it anytime in CSV or Excel format. Go to Settings > Export Data to download your information.
Do you offer training for new users?
Yes! We provide free onboarding training for all new customers, plus access to our video library, documentation, and weekly webinars. Premium plans include dedicated training sessions.
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