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.
What this guide covers
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.
Day 1: Set up your workspace foundation
Your first day is about getting the basics in place.
Morning
- Complete your company profile (name, address, phone, logo)
- Configure business hours for each day of the week
- Connect your email to start receiving customer messages in JobsiteOn
Afternoon
- Customize your invoice template with your branding
- Set up payment processing by connecting Stripe
- Send yourself a test invoice to verify payments work
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.
Day 2: Import your existing data
Your second day is about bringing in the data you already have.
Morning
- Export contacts from your current system as CSV
- Import contacts into JobsiteOn
- Verify a few imported contacts look correct
Afternoon
- Export property/location data as CSV
- Import properties and link them to contacts
- Import your pricebook items (services and materials)
- Spot-check imported data by browsing Contacts, Properties, and Pricebook
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.
Day 3: Create your first real records
Your third day is about using the platform for real work.
Morning
- Create your first quote for an actual customer
- Send the quote and track its status
- Create your first job (either from a quote or from scratch)
Afternoon
- Schedule your first event linked to the job
- Walk through the job lifecycle: create, schedule, start, complete
- Generate an invoice from the completed job
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"
Day 4: Invite your team
Your fourth day brings your team on board.
Morning
- Invite team members with appropriate roles
- Help each person log in and explore their view
- Have each technician add JobsiteOn to their phone's home screen
Afternoon
- Set up notification preferences for yourself
- Walk your team through their notification options
- Create a test job and assign it to a team member to verify they see it on their schedule
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.
Day 5: Go live
Your fifth day is about making JobsiteOn your daily operating system.
Morning
- Review all settings one more time (company, business hours, email, payments, notifications)
- Check the dashboard to see your KPIs from the week
- Learn the keyboard shortcuts that matter most to your role
Afternoon
- Start using JobsiteOn for all new incoming work
- Process any pending customer requests through the platform
- Review the glossary if any terms are still unclear
- Bookmark the help center for future reference
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"
After your first week
Once you are comfortable with the basics, explore these advanced features:
- Set up a QuickBooks integration to sync your accounting
- Build out your pricebook with all services and materials
- Explore the Reporting module for business insights
- Configure the Requests module to capture incoming leads from your website
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