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How it all works

Using OnSite7 really couldn't be easier... as its built for the trade... by the trade

We understand only too well how difficult other software applications are to use. Find out ‘exactly’ how ‘easy’ the Onsite 7 job management software is to use and the benefits it will bring to you, your business and your onsite staff.

See How It Works

The team at Onsite 7 work hard to ensure our Job Management Software is incredibly powerful, whilst also being easy to use. See how quick & easy it is to start using Onsite 7 below.

Create a 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
Scheduling
Onsite7 Create Customers from Desktop

Create a customer

Create a 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 bespoke onsite checklists / tasks in seconds
Select stage of a job EG. Sales, Survey, Installation, Service
Allocate job to an Onsite contractor / Engineer & submit
Add unlimited jobs
job management software for builders
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

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 or not complete
Indicate if a job has changed or been delayed
Finally sign onscreen to say complete or not – if a Commercial Job
Or ask your customer to sign onscreen & rate you – if a Domestic Job
Evidence
Onsite7 tradesman on laptop in cafe looking through job evidence - Medium Res

Review your jobs

Review job notes / images / photos / videos from site
Instantly see if a job has been delayed / changed, and why
Understand if a job is complete or not complete
View every stage, visit, team member comment & entire job detail
Put your business in control from start to finish

How to Sign Up and Sign In

This video will show you how to Sign Up to Onsite 7 and then Sign In. Find out how to access your online admin console and where/how to download your Onsite 7 App.

Videos On How It Works

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

Contact Us