Schedule
The Calendar tab shows everything that needs your attention — overdue services, upcoming work, and invoice reminders.
Table of contents
- Viewing the schedule
- Understanding service status
- Marking a job as serviced
- Completing a job
- Understanding invoice status
- Invoice delay setting
- Coming Up section
Viewing the schedule
Tap the Calendar tab at the bottom of the app.
The schedule is divided into three sections:
| Section | What it shows |
|---|---|
| SERVICE | Jobs whose service interval has elapsed or is overdue |
| INVOICE | Jobs marked complete where an invoice is due |
| COMING UP | Services and invoices due within the next few days |
If nothing is due, the tab shows All Caught Up with the message No services or invoices are currently due.
Understanding service status
Each job card in the SERVICE section shows its current status:
| Status | Meaning |
|---|---|
| Service overdue | The service interval has passed with no service recorded |
| Due in X day(s) | Service is coming up soon |
The card also shows Serviced [date] — the last time the job was serviced.
Marking a job as serviced
When you complete a service visit:
- Find the job in the SERVICE section of the Calendar tab.
- Tap Serviced.
OnSite records the current date as the service date and calculates the next due date based on the service interval.
Completing a job
- Find the job in the schedule.
- Tap Complete.
This marks the job as Completed and records the completion date. It then moves to the INVOICE section if an invoice delay is configured.
Understanding invoice status
Jobs you’ve completed appear in the INVOICE section once the invoice delay period has passed (configured in Settings → Invoices).
| Status | Meaning |
|---|---|
| Invoice overdue | The invoice delay has elapsed — send it now |
| Invoice to be sent | Reminder is active |
| Invoice due in X day(s) | Appears in the COMING UP section |
Marking an invoice as done
- Find the job in the INVOICE section.
- Tap Done.
The invoice reminder is dismissed.
Invoice delay setting
The invoice delay controls how long after completing a job before an invoice reminder appears.
- Go to Settings → Invoices.
- Adjust Invoice Delay using the stepper.
- 0 = the reminder appears the same day as completion.
- Maximum is 30 days.
Coming Up section
The COMING UP section shows services and invoices that are not yet due but are approaching. This gives you advance notice so you can plan ahead.