Complete Your Workspace Setup
Step-by-step guide to finish setting up your JobsiteOn workspace with company info, branding, email, payments, and team invites.
Step-by-step guide to finish setting up your JobsiteOn workspace with company info, branding, email, payments, and team invites.
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.
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.
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:
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.
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:
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.
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:
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.
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.
JobsiteOn uses a primary color throughout your workspace and on customer-facing documents. To set your brand color:
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.
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.
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.
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.
Scroll down to the Notifications section. Here you control which events trigger email notifications:
Toggle each notification on or off based on your preferences. You can adjust these at any time.
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:
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.
After connecting your payment provider:
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.
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.
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.
The final setup step is inviting your team. Every person who needs access to JobsiteOn should receive an invitation.
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.
After completing the steps above, take a moment to verify everything is working:
If everything checks out, your workspace is ready for daily use. Start by creating your first contact and job.
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.
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.
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.
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.
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.
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