What's new

Set up payment processing without leaving Onsite

You can now apply for payment processing right inside Onsite. Enter your business, owner and bank details, upload your documents and sign, all in one guided form.

To get started: tap Set up payment processing on your getting-started checklist.

• Choose who pays fees: pass card and bank fees to your customers, absorb them, or pass on card fees only.

Attach photos and files to job notes

You can now add photos and files to a note on a job. They show right inside the note, and photos also appear in the job's Media section.

Manage your Onsite subscription in Settings

Account owners can now manage their Onsite subscription in the Web app. See how many jobs are left in your free trial, upgrade to a paid plan, update the card on file and view past invoices.

To get started: go to Settings → Subscription.

Only the account owner sees Subscription. When your free trial runs out, you can still see your work, take calls and collect payments, but you'll need to upgrade to add new jobs.

What's improved

Find everything on a job faster in the Web app

The job page in the Web app has a new layout. Appointments, notes, media, attachments, estimates and invoices each get their own card, and a menu on the right jumps you to any section.

• Add from one place: use the add button at the top of the job, or the + on any section.

• Files sorted for you: photos and videos sit in Media, other files in Attachments.

• Less clutter: empty sections explain what goes there for your first few visits, then shrink to a title and a +.

Catch duplicate customers before you create them

When you add a new customer, Onsite now checks the phone number and email as you type. If they already belong to a customer, you'll see Duplicate contact info and can tap View customer to open the existing record instead of creating a second one.

Fixes

• Small color updates across Onsite, and a new welcome screen when you finish signing up on mobile.