What is JobsiteOn?
Learn what JobsiteOn is, who it's built for, and how it helps contractors and field service companies manage their entire operation.
What this guide covers
This guide introduces you to JobsiteOn and explains how the platform works. You will learn who JobsiteOn is designed for, what problems it solves, and how the main features fit together. By the end, you will have a clear picture of the tools available to you and how to start using them.
Before you begin
There are no prerequisites for this guide. If you have not signed up yet, visit jobsiteon.com to create your free workspace. You can read this guide before or after signing up.
Step 1: Understand what JobsiteOn does
JobsiteOn is an all-in-one operations platform built specifically for contractors and field service companies. It replaces the patchwork of spreadsheets, paper forms, and disconnected apps that most small businesses rely on.
With JobsiteOn, you manage your entire workflow from a single place. That includes scheduling jobs, sending invoices, tracking your team in the field, communicating with customers, and monitoring your business performance.
The platform is designed for companies with 1 to 50 employees. Whether you run a plumbing business, an HVAC company, a landscaping crew, or any trade that sends people to job sites, JobsiteOn fits your workflow.
Step 2: Learn who JobsiteOn is built for
JobsiteOn serves several types of users within a field service company:
- Business owners who need visibility into revenue, job progress, and team performance
- Office managers and dispatchers who schedule work, assign crews, and handle customer communication
- Technicians and field workers who need job details, property information, and task lists on site
- Administrators who manage company settings, billing, and integrations
Every role has access to the features they need without clutter from features they do not. The role-based access system keeps your workspace organized and secure.
Industries that use JobsiteOn
The platform works for any trade or service business that dispatches people to physical locations. Here are some of the most common industries:
| Industry | Common use case |
|---|---|
| Plumbing | Scheduling service calls, tracking parts, invoicing repairs |
| HVAC | Managing installs and maintenance visits, seasonal scheduling |
| Electrical | Coordinating crews across multiple job sites |
| Landscaping | Recurring property maintenance, crew dispatch |
| Cleaning | Booking recurring visits, managing property checklists |
| Pest Control | Route planning, follow-up scheduling, service history |
| General Contracting | Multi-phase project management, subcontractor coordination |
| Roofing | Quote-to-job conversion, weather-dependent scheduling |
| Painting | Property walkthroughs, estimate creation, progress tracking |
If your business sends one or more people to a location to perform work, JobsiteOn is built for you.
Step 3: Explore the main features
JobsiteOn includes the following core modules. Each one handles a different part of your daily operations.
Jobs
The Jobs module is where work gets created, tracked, and completed. You create a job, add line items from your pricebook, assign team members, and move it through statuses like Scheduled, In Progress, and Completed. Every job links to a contact and property so you always have full context.
Schedule
The Schedule gives dispatchers and owners a visual calendar of all upcoming work. You can view your schedule by day, week, or month. Drag-and-drop makes it easy to reassign work or move jobs to a different time. The dispatch board shows unassigned work alongside your team's availability.
Invoices
The Invoices module handles billing from creation through payment collection. You can generate invoices from completed jobs with one click, or create standalone invoices. Customers receive professional-looking invoices by email and can pay online.
Quotes
Quotes let you send estimates to customers before work begins. You build a quote using your pricebook, send it for approval, and convert approved quotes directly into jobs. This keeps your pricing consistent and your pipeline organized.
Inbox
The Inbox is your unified communication hub. All customer messages, emails, and internal notes live in one place. Each conversation is threaded and linked to the relevant contact, property, or job so your team always has context.
Contacts and Properties
Contacts store your customer records. Properties store the physical locations where you perform work. A single contact can have multiple properties, and each property maintains its own service history. This two-level system ensures you never lose track of where work happens.
Team Management
The Team section lets you invite employees, assign roles, and organize people into crews. Roles control what each person can see and do. You can manage your entire workforce from this screen.
Pricebook
The Pricebook is your catalog of services and parts with preset pricing. When you create a job or quote, you pull items from the pricebook instead of typing prices manually. This keeps your pricing accurate and consistent across every job.
Settings
Settings is where you configure your workspace. This includes company information, branding, business hours, email setup, payment processing, and integrations with tools like QuickBooks.
Reporting
The Reporting module gives you detailed analytics on your business performance. Track revenue over time, measure job completion rates, identify your top-performing services, and monitor team productivity. Reports can be filtered by date range, team member, and job type.
Requests
The Requests module captures incoming service requests from your customers. Whether requests come through your website, phone, or email, you can log them in one place and convert them to jobs when you are ready to schedule the work.
Step 4: Navigate the main interface
When you log in to JobsiteOn, you see the sidebar navigation on the left side of the screen. This sidebar is your primary way to move between modules.
The sidebar includes the following sections:
- Dashboard - Your daily operating view with KPIs and activity
- Inbox - Customer and team communication
- Schedule - Calendar and dispatch board
- Jobs - Active and completed work
- Quotes - Estimates and proposals
- Invoices - Billing and payments
- Contacts - Customer records
- Properties - Service locations
- Team - Employee management
- Settings - Workspace configuration
At the top of the sidebar, you see your workspace name and your profile. The bottom of the sidebar provides quick access to settings and your account.
Tip: You can collapse the sidebar to icon-only mode for more screen space. Click the collapse button at the bottom of the sidebar to toggle this view.
Step 5: Access JobsiteOn on mobile
JobsiteOn works in any modern web browser on your phone or tablet. There is no separate app to install. Simply open your browser and navigate to your workspace URL.
The mobile experience is optimized for field use. Technicians can view their assigned jobs, check task lists, update job statuses, and communicate through the inbox directly from their phone.
Tip: Add JobsiteOn to your phone's home screen for quick access. On iPhone, tap the Share button and select "Add to Home Screen." On Android, tap the three-dot menu and select "Add to Home Screen."
What your team can do on mobile
Different roles use the mobile experience in different ways:
- Owners and Admins can check dashboard KPIs, approve quotes, and review invoices from anywhere
- Dispatchers can reschedule jobs, reassign team members, and respond to customer messages on the go
- Technicians can view their daily job list, navigate to properties, update job statuses, and add notes or photos from the field
The interface automatically adjusts to your screen size. Buttons are large enough to tap with a gloved hand, and the most common actions are always within reach. No features are hidden on mobile, so your team has full access no matter what device they use.
Step 6: Understand how everything connects
The real power of JobsiteOn is how all the pieces work together. Here is a typical workflow:
- A customer contacts you through your inbox or you add them manually as a contact
- You create a property for their service location
- You build a quote using your pricebook and send it for approval
- Once approved, the quote converts to a job with one click
- You schedule the job on your calendar and assign a team member
- The technician completes the work and updates the job status
- An invoice is generated from the completed job
- The customer pays online, and the payment is recorded automatically
Every step is connected. You never re-enter data, and every team member sees the information they need at each stage.
Note: JobsiteOn also syncs with QuickBooks, so your accounting stays up to date without manual data entry. You can set this up later in Settings under Integrations.
Why an integrated workflow matters
Most small field service businesses use separate tools for each part of their operation. One app for scheduling, another for invoicing, a spreadsheet for tracking jobs, and text messages for team communication. This creates data silos where information gets lost between systems.
JobsiteOn eliminates these silos. When a technician marks a job complete, the dispatcher sees it instantly. When an invoice is paid, the revenue dashboard updates automatically. When a customer messages you, the entire conversation history is available to any team member who opens the thread.
The result is fewer mistakes, faster billing, and better customer service. You spend less time on data entry and more time running your business.
Step 7: Get help when you need it
JobsiteOn provides several ways to get support:
- Help Center - Browse guides and articles for step-by-step instructions (you are here now)
- In-app support - Contact our support team directly from your JobsiteOn workspace
- Email support - Reach out to support@jobsiteon.com for any questions
Our support team is staffed by people who understand the field service industry. When you reach out, you get practical answers from people who know your workflow.
Troubleshooting
I signed up but I do not see any data
Your workspace starts empty. You need to add contacts, properties, and jobs before data appears on your dashboard. Follow the Complete Your Workspace Setup guide to get started.
The interface looks different from what I expected
JobsiteOn updates regularly with new features and improvements. If something looks unfamiliar, check the release notes in your dashboard or contact support. Your data is always safe during updates.
I cannot find a specific feature
Use the sidebar navigation to browse modules. If you are looking for a setting, go to Settings and use the section tabs at the top. If you still cannot find what you need, use the search bar at the top of the help center or contact our support team.
My team member says they cannot see certain features
Each team member's view depends on their assigned role. Technicians see only their own assigned jobs, while Admins see everything. Check the person's role on the Team page and upgrade it if they need broader access. See Invite Team Members and Set Roles for a full breakdown of role permissions.
FAQ
Q: Is JobsiteOn only for contractors? A: JobsiteOn is built for any field service business that sends people to job sites. This includes HVAC, plumbing, electrical, landscaping, cleaning, pest control, and similar trades. If your work involves scheduling people to go to locations, JobsiteOn fits your workflow.
Q: How many team members can I add? A: Your plan determines how many team members you can invite. Every plan includes the workspace owner. Check the pricing page on jobsiteon.com for current plan limits.
Q: Do I need to install anything? A: No. JobsiteOn runs entirely in your web browser. There is nothing to download or install. It works on desktop, tablet, and mobile devices.
Q: Can I import data from my current system? A: Yes. JobsiteOn supports importing contacts, properties, and pricebook items from CSV files. Go to Settings and look for the Import section. If you need help migrating from a specific tool, contact our support team.
Q: Does JobsiteOn integrate with accounting software? A: Yes. JobsiteOn integrates with QuickBooks to keep your books in sync automatically. When you create invoices and record payments in JobsiteOn, the data flows to QuickBooks without manual entry. Set up the integration in Settings under Integrations.
Q: Is my data safe on JobsiteOn? A: Yes. JobsiteOn uses industry-standard encryption for all data in transit and at rest. Your data is backed up continuously, and you can export your data at any time. The platform is built on secure cloud infrastructure with 99.9% uptime reliability.
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