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 customer
Create a job


Calendar View
Capture your job Onsite


Review your jobs
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