What's new

Edit your appointment confirmations and reminders

You can now edit the wording of appointment confirmations and reminders, for both texts and emails. Add details like your customer's name or the appointment time with one click, and go back to the original wording anytime.

To get started: go to Settings → Customer communications → Appointment confirmations or Appointment reminders → Edit message.

• Insert a field: drop in the date, time, location and more.

• Reset to default: restores the original wording.

• Send test: see the message before your customers do.

Print estimates and invoices

You can now print estimates and invoices. The printout matches the PDF your customer gets.

To get started: open an estimate or invoice → ⋮ → Print estimate or Print invoice.

• Pick estimates: if there's more than one estimate, choose the ones you want, then tap Print.

• Any status: print open, sent, won or paid documents.

• On mobile: the PDF opens in your browser, where you can print it.

Sign up and get set up from your phone or computer

You can now sign up for Onsite right in the Mobile app. The Web app now has the same setup checklist as mobile, so new accounts see their first steps wherever they start.

• Sign up on your phone: verify your email, add your business details and hours, and set up your business phone number in the Mobile app.

• Setup checklist on the web: your dashboard lists tasks like Invite team members, Get set up to text (A2P) and Book my first job.

• Add your photo: take a selfie or upload a photo for your profile picture. It shows in Onsite and in some customer messages, and you can change it later.

What's improved

Forgotten clock-outs end at 11:59 PM

Anyone still clocked in at 11:59 PM local time is now clocked out automatically, and any active break ends too. A forgotten clock-out no longer runs into the next day. This works for businesses in U.S. and Canadian time zones.

Fixes

• The date range you pick on Timesheets now stays when you open a team member's timesheet.

• When you ask the assistant to book a job, it now uses only appointment types your company offers, so approving the job goes through.

• The time clock on the Mobile app home screen has a cleaner layout.