Getting Started

Set up OnSite and create your first site in a few minutes.

Table of contents

1. Install and open the app
2. Choose your storage location
3. Set up your company details
4. Enable arrival notifications (optional)
5. Create your first site
6. Add a job to your site
7. Add a photo
8. Set a service reminder

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Install and open the app

1. Download OnSite from the App Store.
2. Open the app. The onboarding walkthrough starts automatically.
3. Read through the welcome screens — tap Next to advance, or Skip to go straight to setup.

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Choose your storage location

During onboarding you’ll be asked where to save your data.

Option	What it does
On Device	All data stays on this device. No iCloud account needed. Data is not accessible on other devices.
iCloud Drive	Sites, photos, notes, and files sync across all devices signed into the same Apple ID. Requires an active iCloud account.

Tap your preferred option. You can change this later in Settings → Storage Location.

If you choose iCloud and your device goes offline, photos and files stored in iCloud may not be accessible until you reconnect.

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Set up your company details

OnSite will ask for your company information. This appears on any reports or exports you generate.

1. Tap Add to attach a company logo (optional).
2. Enter your Company Name, Phone Number, Email, and Website.
3. Tap Next when done, or skip — you can update this any time in Settings → Company.

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Enable arrival notifications (optional)

OnSite can notify you the moment you arrive at a job site, even with the app closed.

1. On the notifications screen, tap Allow to grant notification permission.
2. This enables arrival alerts for all sites. You can mute individual sites later in the Notifications tab.

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Create your first site

1. On the Sites tab, tap the + button.
2. Enter a Site Name.
3. Tap the Address field to search for the site location, or tap the arrow icon to use your current location.
4. Add any contacts by tapping Add Contacts (optional).
5. Tap Save.

The site now appears in your sites list.

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Add a job to your site

1. Tap the site you just created to open its detail view.
2. Tap + to add a new job.
3. Enter a Job Name (or choose from the job type list — tap Job Types to pick one or more).
4. Set a Service Interval if the job repeats (for example, every 12 months).
5. Set a Due Date if applicable.
6. Tap Save.

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Add a photo

1. Open a site and scroll to the Photos section.
2. Tap Add Photo.
3. Choose Take Photo to use the camera or Choose From Library to import.
4. Once added, tap the photo to open it and optionally:
   • Tap Caption to add a caption.
   • Tap a category (General, Before, After, Progress, Issue, Completion) to tag the photo.
   • Tap Markup to draw annotations on the image.
   • Tap Add Note to attach a written note.

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Set a service reminder

Service reminders are driven by the Service Interval on each job.

1. Open a site → tap a job.
2. Set Service Interval to the number of months between services.
3. When a service is recorded (tap Serviced in the Calendar tab), the next due date is calculated automatically.

OnSite tracks upcoming and overdue services in the Calendar tab.