OnsiteBoard: Jobs & Invoices

OnsiteBoard runs the day for an independent home service business: book the job, do it, get paid. Built for one- to three-person shops, not for a fleet.

BUILT FOR YOUR TRADE
Pick your trade when you sign up: appliance repair, auto detailing, dryer vent cleaning, electrician, gutters, handyman, house cleaning, HVAC, irrigation / sprinklers, lawn care, pest control, pet waste removal, plumbing, pool service, pressure washing, window cleaning and more.
• A starting list of the services your customers ask for, with starting prices you change to yours
• Price by the hour or by the unit: square feet, panes, feet, heads
• Change your trade later in Settings

RECURRING VISITS
• Put a customer on a schedule: weekly, every few weeks, monthly, quarterly or seasonal
• Visits appear on your schedule ahead of time; skip or move one without touching the rest
• Bill per visit, or send one monthly invoice per customer for the month's visits and extras
• Keep a visit log: pool readings and chemicals added, products applied
• Day route: your stops in the order you set
• Send a visit report with what was done and photos when the customer isn't home (cleaning, lawn, pool and similar trades)

SCHEDULE THE WORK
• Book jobs into arrival windows and see your day at a glance
• Your own online booking page: customers request a window you're free, and you confirm it with one tap
• Paste a customer's text and OnsiteBoard fills in the name, phone, address and the job, for you to check
• Call or text a customer in one tap, and send an "On my way" message
• Get a reminder before each job

ESTIMATE AND INVOICE ON SITE
• Build estimates and invoices from your services and materials
• Draft the lines from your job notes, priced from your own list, for you to review
• The customer approves and signs the estimate on your phone or online, and it becomes the invoice
• Ask for a deposit on an estimate or invoice; it counts toward the balance
• Apply discounts and sales tax
• Send the invoice by text or email as a link your customer can open, sign and pay
• Preview and print a PDF copy

GET PAID
• Customers pay by card from the invoice link, with an option to add a tip
• Money goes straight to your own bank account through Stripe (Stripe's standard fees apply)
• Record cash, check and other payments too
• Still unpaid? Send a reminder in one tap

READ THE LABEL, DON'T TYPE IT
• Snap a photo of an appliance nameplate, a water heater label or an HVAC data plate, and OnsiteBoard reads the brand, model and serial for you to check
• One tap puts them on the service line
• Every photo stays attached to the job

GROW WITH REVIEWS
• After the job or from the customer card, send a review request by text or email
• See each customer's latest rating on their card

BRING YOUR CUSTOMERS WITH YOU
• Import your customer list and job history from a spreadsheet (.xlsx) or CSV; OnsiteBoard shows what it found before anything is added
• Repeat customers are matched, not duplicated
• Export your customers and payments as CSV any time

STAY ON TOP OF THE BUSINESS
• Alerts when a customer books online, signs, pays or rates you
• Jobs completed, average ticket and what's still owed
• Jobs and notes save offline and sync when you're back in signal
• The same account in a browser dashboard on your computer

Card payments require a free Stripe account, set up from inside the app. Stripe may ask to verify your identity.

ONSITEBOARD PRO
New accounts get a 14-day free trial with every feature. After that, OnsiteBoard Pro is a subscription billed monthly or yearly through Google Play. Payment is charged to your Google Play account. It renews automatically until you cancel it in Google Play under Payments & subscriptions. Without a subscription, your jobs, customers and invoices stay viewable.

Terms of Service: https://onsiteboard.com/terms
Privacy Policy: https://onsiteboard.com/privacy