Your First Week Checklist
A day-by-day plan for your first week on JobsiteOn covering setup, data import, first job, team onboarding, and going live.
A day-by-day plan for your first week on JobsiteOn covering setup, data import, first job, team onboarding, and going live.
This guide gives you a structured day-by-day plan for your first week using JobsiteOn. Each day focuses on a specific area so you do not feel overwhelmed. By Friday, your workspace will be fully configured, your team will be invited, and you will have created your first real job, quote, and invoice.
Your first day is about getting the basics in place.
Screenshot: A completed Day 1 checklist view showing all six tasks with green checkmarks, with the company logo visible in the invoice template preview in the background
Tip: Do not skip the test invoice. Verifying that payments work before your first real customer invoice saves you from an embarrassing situation later.
Your second day is about bringing in the data you already have.
Animation: A progress bar showing "Importing 247 contacts..." at 60%, then completing with a success message "247 contacts imported, 3 skipped (duplicates)"
Note: If you do not have existing data to import, skip this day and manually add your first few contacts and properties as they come in. You can always import later.
Your third day is about using the platform for real work.
Screenshot: The Jobs detail page showing a job with status "Completed", linked invoice showing "Paid", and a timeline on the right showing the progression from "Created" through "Scheduled", "In Progress", "Completed", and "Invoiced"
Your fourth day brings your team on board.
Tip: Spend 15 minutes with each team member showing them their daily workflow. Technicians only need to know how to view their schedule, update job status, and read messages. Do not overwhelm them with features they will not use.
Your fifth day is about making JobsiteOn your daily operating system.
Screenshot: Dashboard on Friday afternoon showing 3 open jobs, 1 pending quote, $4,750 in revenue, and an activity feed with entries from multiple team members throughout the week
Animation: A celebratory confetti animation appearing briefly on the dashboard after the first week of activity, with a banner reading "Great first week! You've created 3 jobs, sent 2 quotes, and collected $4,750"
Once you are comfortable with the basics, explore these advanced features:
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