Onsite 7 is built for UK businesses in trade, construction and fenestration
How Onsite 7 works
- Quick to setup and easy to use
- Free consultations
- Free setup and free support
- Powerful and built for businesses like yours
- Suitable for Small, Large & Enterprise Businesses
Take back control of your business with Onsite 7... Quickly and easily!
Record your entire sales process
Record new sales leads quickly in your management console.
From scheduling appointments to attaching quotes. Enter & manage leads, book appointments, attach quotes, capture media, add notes, manage the sales status.
Perform and capture onsite surveys with confidence
Complete your survey by storing any information quickly and easily onsite, ensuring that you never lose any information against the customer record.
Book appointments, attach surveys, capture photos and videos, add notes, capture customer signatures and update the survey stage status.
Run your entire business admin through one tool
No more spreadsheets, sticky notes or bits of paper lying around. They just get lost anyway.
Book appointments, assign tasks, update costs and generally keep track of all the jobs and projects running in your business. Review evidence captured, keep notes and update the admin status.
Take clear evidence of your professional installation
Claims against installation services are ruining the trade industries. Use Onsite 7 to create clear evidence of your installation in a way that cannot be disputed.
Capture photos, videos and notes about the job. Set the status to completed or not complete. Obtain customer ratings and legally binding signatures.
Prove that your service and maintenance was completed
Do you provide site revisits? Or, maintenance visits? It can be hard to prove what you’re doing for the customer for the money they are paying. Let Onsite 7 help you here…
Book service appointments, review previous visits, capture evidence with photos and videos, add notes, customer signatures and manage the service status.
See How it Works
Create your team
Add a customer
Add a job or project
Onsite job activity recording
Review your jobs
Customer job reports
How much does this all cost?
Integrate and scale your business
Onsite 7 integrates with your XERO or QuickBooks accounting software
It’s super simple to setup
Onsite 7 is also a CRM (Customer Relationship Management system)
One source of truth
Enable all of your customer information, documents, notes and job information to be stored in one place.
Replace your existing customer management software with Onsite 7 and save £££’s every year whilst getting much, much more.
Videos On How It Works
Add a user
Features included within this tutorial:
- Add a new team member to onsite 7
- Edit an existing team member within onsite 7
- Set a team members permissions
Add a customer
Features included within this tutorial:
- Add a new customer record
- Edit an existing customer record
- Add or edit customer notes
Add a job or lead
Features included within this tutorial:
- Add a new job/lead
- Edit a job / lead
- Enter job / lead type information
- Enter job / lead detail information
- Activate a job / lead stage
- Assign a job / lead to a team member
- Calender view
Add a job - advanced features
Features included within this tutorial:
- Job pricing
- Payments and invoices – identify payments and create invoices
- Job costs and profit reports
- Adding attachments
- Locations and custom fields
- Job stages explained
- Completion reports
Using filters
Features included within this tutorial:
- User / team member filters – locate a team member instantly
- Customer filters – locate a customer record easily
- Job / lead filters – locate a job / lead quickly
My company
Features included within this tutorial:
- Add your logo – personalise reports and invoices
- Checklist templates – create recurring checks quickly
- Job cost groups – add lists of regular costs easily
- Job id prefix – identify jobs / leads by a prefix code
- Lead sources – add your marketing lead sources
- Staff availability – add staff leave dates and times
- Custom fields – add bespoke job / lead text fields
- Xero or quick books connection