Complete Your Workspace Setup

What this guide covers

This guide walks you through every step of setting up your JobsiteOn workspace after you create your account. You will configure your company details, set business hours, upload your branding, connect your email, set up payment processing, and invite your first team members. Completing these steps ensures your workspace is ready for daily operations.

Before you begin

You need an active JobsiteOn account with Owner or Admin access. If you have not created your account yet, visit jobsiteon.com and follow the signup flow. Have your company logo file ready in PNG, JPG, or SVG format, and know your standard business hours.

Step 1: Open your workspace settings

After logging in, click Settings in the sidebar navigation. The Settings area is organized into sections that cover every aspect of your workspace configuration.

You will see tabs across the top of the Settings page:

• Company - Business name, address, phone, and company details
• Branding - Logo, colors, and visual identity
• Accounts - Email configuration and connected accounts
• Workspace - General workspace preferences

Tip: You do not need to complete every section in one sitting. Your progress saves automatically as you fill in each field. Come back and finish any section whenever you are ready.

Step 2: Enter your company information

Click the Company tab in Settings. This is the most important section to complete first because your company information appears on invoices, quotes, and customer-facing documents.

Fill in the following fields:

1. Company name - Your registered business name as you want it to appear on documents
2. Phone number - Your main business phone number
3. Address - Your business street address, city, state, and zip code
4. Website - Your company website URL (optional but recommended)

After entering your information, the changes save automatically. You will see a confirmation message when each field is saved.

Note: Your company name and address appear on every invoice and quote you send. Double-check the spelling and formatting before moving on. You can change these later, but it is best to get them right from the start.

Step 3: Set your business hours

Still in the Company settings, scroll down to the Business Hours section. Business hours tell your team and your customers when your company operates.

For each day of the week:

1. Toggle the day on or off to indicate whether you work that day
2. Set the start time for your workday
3. Set the end time for your workday

Most field service companies set Monday through Friday, 8:00 AM to 5:00 PM. Adjust these to match your actual operating schedule. If you work weekends, enable Saturday and Sunday and set the appropriate hours.

Here is an example of a typical schedule:

Day	Working	Start	End
Monday	Yes	8:00 AM	5:00 PM
Tuesday	Yes	8:00 AM	5:00 PM
Wednesday	Yes	8:00 AM	5:00 PM
Thursday	Yes	8:00 AM	5:00 PM
Friday	Yes	8:00 AM	5:00 PM
Saturday	Optional	9:00 AM	1:00 PM
Sunday	No	-	-

Tip: Business hours affect your schedule view. The calendar highlights your working hours and dims non-working hours, making it easier to spot scheduling gaps.

Note: Business hours are a guideline for scheduling. You can still create jobs outside of business hours if needed, for example for emergency calls. The hours simply help your dispatchers plan within your normal operating window.

Step 4: Upload your logo and set branding

Click the Branding tab in Settings. Your branding appears on invoices, quotes, emails, and any documents sent to customers. A professional brand presentation builds trust with your customers.

Upload your logo

1. Click the logo upload area or drag and drop your logo file
2. Supported formats are PNG, JPG, and SVG
3. For best results, use a logo that is at least 400 pixels wide
4. The logo preview updates immediately so you can see how it looks

Set your brand colors

JobsiteOn uses a primary color throughout your workspace and on customer-facing documents. To set your brand color:

1. Click the color picker in the Primary Color section
2. Enter your brand's hex color code, or use the picker to select a color
3. The preview updates in real time so you can see the result

Tip: If you do not know your brand's hex color code, ask your logo designer or use a free tool like imagecolorpicker.com to extract it from your logo.

Preview your branding

After uploading your logo and setting your colors, use the preview panel on the right side of the screen. This shows you how your branding looks on an actual invoice. Make adjustments until you are satisfied with the appearance.

Step 5: Configure your email

Click the Accounts tab in Settings. Email configuration lets you send invoices, quotes, and messages from your own business email address instead of a generic system address.

Connect your email

1. Click Connect Email Account in the email section
2. Select your email provider (Gmail, Outlook, or custom SMTP)
3. Follow the authentication flow to grant JobsiteOn access
4. Once connected, your email address appears as a verified sender

Set your default sender

After connecting your email, select it as the default sender for outgoing communication. This means invoices, quotes, and inbox messages go out from your business email address.

Note: Connecting your email is optional but strongly recommended. Without it, emails send from a JobsiteOn system address, which can look less professional and may be more likely to end up in spam folders.

Configure email notifications

Scroll down to the Notifications section. Here you control which events trigger email notifications:

• New customer messages
• Job status changes
• Invoice payments received
• Quote approvals
• Team member activity

Toggle each notification on or off based on your preferences. You can adjust these at any time.

Step 6: Set up payment processing

Payment processing lets your customers pay invoices online. When enabled, every invoice you send includes a "Pay Now" button that accepts credit card and ACH payments.

To set up payments:

1. In Settings, look for the Payments section
2. Click Connect Payment Provider
3. Follow the guided setup flow to connect your Stripe account
4. If you do not have a Stripe account, you can create one during the setup process
5. Once connected, you will see a confirmation with your connected account details

Note: Payment processing requires a Stripe account. Stripe handles all payment security and PCI compliance. You do not need to worry about storing credit card information.

Set payment preferences

After connecting your payment provider:

1. Payment methods - Choose which methods to accept (credit card, ACH, or both)
2. Auto-reminders - Enable automatic payment reminders for overdue invoices
3. Thank-you emails - Toggle automatic thank-you emails after payment is received

Tip: Enabling online payments significantly reduces the time it takes to get paid. Most JobsiteOn customers see payment times drop from weeks to just a few days after enabling this feature.

Step 7: Build your pricebook

Before creating your first job or quote, set up your pricebook with your most common services and materials. The pricebook saves you time by letting you add pre-configured line items instead of typing prices manually.

1. Click Pricebook in the sidebar navigation
2. Click Add Item to create your first entry
3. Fill in the item name, description, unit price, and category
4. Choose whether this is a Service (labor) or Part (material)
5. Repeat for each service and part you offer regularly

Start with your 10 to 15 most common items. You can always add more later as you need them.

Here are some example pricebook entries to get you started:

Item Name	Type	Unit Price
Service Call - Standard	Service	$85.00
Diagnostic Fee	Service	$125.00
Emergency After-Hours Service	Service	$175.00
Standard Labor (per hour)	Service	$95.00
Water Heater - 50 Gallon	Part	$650.00
Garbage Disposal - Standard	Part	$225.00

Tip: Use clear, customer-friendly names for your pricebook items. These names appear on invoices and quotes, so "Drain Cleaning - Standard" is better than "DC-STD."

Note: You can organize pricebook items into categories like "Labor," "Parts," and "Flat Rate Services." Categories help you find items faster when building jobs and quotes.

Step 8: Invite your team members

The final setup step is inviting your team. Every person who needs access to JobsiteOn should receive an invitation.

1. Click Team in the sidebar navigation
2. Click Invite Member
3. Enter the team member's email address
4. Select their role (Owner, Admin, Dispatcher, or Technician)
5. Click Send Invite
6. Repeat for each team member

Invitations are sent by email. Team members click the link in the email to create their password and access the workspace.

Tip: Start by inviting one or two key people, like your office manager and a lead technician. Get them comfortable with the system before inviting the rest of your team.

For a detailed guide on roles and permissions, see Invite Team Members and Set Roles.

Step 9: Verify your setup

After completing the steps above, take a moment to verify everything is working:

1. Company info - Go to Settings > Company and confirm your name, address, and phone are correct
2. Branding - Check that your logo and colors appear in the branding preview
3. Email - Send a test email from the Inbox to your personal email and confirm it arrives from your business address
4. Payments - View the payment provider status in Settings to confirm it shows "Connected"
5. Pricebook - Open your pricebook and verify your items are listed with correct prices
6. Team - Check the Team page and confirm pending invitations show for each person you invited

If everything checks out, your workspace is ready for daily use. Start by creating your first contact and job.

Recommended setup timeline

You do not have to complete everything in one day. Here is a suggested timeline for a smooth rollout:

Timeframe	What to complete
Day 1	Company info, business hours, logo and branding
Day 2	Email configuration, payment setup
Day 3	Build your pricebook with top 10-15 items
Day 4	Invite 1-2 key team members for testing
Day 5	Create your first real job and send a test invoice
Week 2	Invite remaining team members, begin daily use

Taking it step by step prevents overwhelm and gives you time to adjust each setting before moving on.

Troubleshooting

My logo looks blurry on invoices

Upload a higher-resolution version of your logo. For best results, use a PNG file that is at least 400 pixels wide. SVG files scale perfectly at any size and are the best option if you have one available.

Email connection failed

Make sure you are using the correct email provider option. If you use Gmail through Google Workspace, select the Gmail option. If your email uses a custom domain with a non-standard provider, try the custom SMTP option and enter your server details manually. Check with your IT provider if you are unsure.

Payment setup did not complete

If the Stripe setup process was interrupted, return to Settings and click Connect Payment Provider again. The process will resume where you left off. Make sure you complete the full Stripe onboarding, including identity verification, before payments can go live.

FAQ

Q: Can I change my company name after setup? A: Yes. Go to Settings > Company and edit the company name field at any time. The change applies immediately to all new documents. Previously sent invoices and quotes keep the name they were created with.

Q: Do I have to complete all setup steps before using JobsiteOn? A: No. You can start creating contacts and jobs immediately. However, completing the setup ensures your invoices look professional, your team has access, and your customers can pay online. We recommend finishing setup within your first week.

Q: How do I change my workspace branding later? A: Go to Settings > Branding at any time. Upload a new logo or change your primary color. The changes apply to all new documents going forward.

Q: Is there a setup checklist I can follow? A: Yes. When you first log in, your dashboard may show a setup progress indicator highlighting the steps you have completed and what remains. Follow the steps in this guide to check off every item.

Related articles

• What is JobsiteOn?
• Navigate the Dashboard
• Create Your First Job from Start to Finish
• Invite Team Members and Set Roles