How it all works

Onsite 7 has been built by people like you... for businesses like yours

We don’t provide complicated software solutions and want to ensure all of our customers hit the ground running. That’s why we offer free consultations, Free setup and Free support.

Most clients are up and running in under an hour.

See How It Works

Because of the experience of our teams in running Retail & Commercial Installation companies, we have worked hard to ensure Onsite 7 provides you with all the tools needed to streamline your business, whilst making sure Onsite 7 is quick to set up and easy to use.

Create your team

Create a User / Team member in minutes

Search / View / Edit your teams details in Seconds

Keep track of your team at anytime, from anywhere

Create a customer

Create a retail or commercial customer in minutes

Add multiple delivery / billing addresses

Add customer notes

Search / View & Edit in Seconds

Unlimited customer entries

Replace your existing CRM / Customer Database

Transfer your existing database in minutes

Create a job

Create a job in minutes

Switch between Commercial or Domestic Jobs

Allocate to a customer / client

Add Notes / Attachments / Job Descriptions + Much More

Add job costs and see profit reports

Add bespoke onsite checklists / tasks in seconds

Select Sales, Survey, Admin, Installation or Service Stage

Allocate job to either your Sales person, Admin person, Surveyor, Installer or Service team

Add unlimited jobs

Best Project Management Software for Small Business

Calendar View

Switch to calendar view in seconds

View jobs by day / week / month

Monitor where your team are

View Job details & active stages

Drag and drop to move your appointments

Capture your job Onsite

Start your job onscreen instantly

Review site notes, job description & activities

Add Videos / Images / Notes / Attachments ‘ONSITE’

Update checklists/tasks, indicating complete/not complete

Indicate if a job has changed or been delayed

Sign onscreen to say complete or not on a Commercial Job

Or ask your customer to sign onscreen & rate you – if a Domestic Job

Onsite7 tradesman on laptop in cafe looking through job evidence - Medium Res

Review your jobs

Follow your jobs progress from Sales, Survey, Admin, Install and Service

Understand if jobs are sold, on hold, lost or quoted

See when surveys are completed and materials are ordered

Review photos and videos captured from site at every stage

Monitor customer satisfaction ratings

Understand how many jobs are completed but not paid

See value of jobs in progress, completed or not paid

See how many quotations are outstanding

Instant access to historic jobs when booking a service call

Review completion reports for each stage of a job

End to end job visibility, stored in a secure location.....forever

Onsite 7 integrates with your XERO or QuickBooks account, and is super simple to setup

Save Double Data Entry – Send financial information – Create Invoices - Search existing customers & more...

Videos On How It Works

The below tutorials are for guide purposes only. Onsite 7 consistently upgrades its systems to enhance your experience and provide additional or improved services. See a list of our current features available on our ‘SIGN UP’ Page here.

How to Add/Edit or Search Users

This video will show you how to add/edit or search users. A user can either be an Admin/office person and/or an onsite engineer/contractor/installer etc.

How to Add/Edit or Search Customers

This video will show you how to add/edit or search customers. A customer can either be a business or homeowner for instance… but ultimately someone you or your company is doing work for

How to Add/Edit or Search Jobs

This video will show you how to add/edit or search jobs. A Job is a live customer contract/order that you want to create and then assign to an Onsite User/engineer/contractor etc

Working With Job Stages

This video will show you how to work with job stages in Onsite7. Using job stages will allow you to record your job under distinctive job phases such as Sales, Survey, Install and Service.

How to Use your Onsite 7 App

This video will show you how to use your Onsite 7 App. View jobs assigned to you, add notes, attachments, images and videos. Gain customer feedback and completion signatures in seconds.

If you cannot find the information you are looking for on this page, please feel free to contact our friendly, skilled support team.

We are here to help answer your questions, provide training and can even assist with setting up your Onsite 7 System