Settings
Configure OnSite to match how you work — company details, units, storage, invoices, and more.
Table of contents
Opening Settings
Tap the Settings tab (rightmost tab in the tab bar).
Company
Store your business details so they appear on any reports or exports you generate.
| Field | Description |
|---|---|
| Company Logo | Tap Add Company Logo to upload an image, or Remove to delete it |
| Company Name | Your business or trading name |
| Phone Number | Must be a valid phone number |
| Must be a valid email address | |
| Website | Your business website URL |
Changes save automatically.
Units
Choose how distances are displayed throughout the app.
| Option | Description |
|---|---|
| Metric | Distances shown in meters and kilometers |
| Imperial | Distances shown in feet and miles |
This affects the auto-sort radius display and any distance-based features.
Location
| Setting | Description |
|---|---|
| Auto-sort radius | How close a photo or contact must be to a site to be auto-matched (meters or feet) |
| Precise Location | Shows whether iOS has granted precise GPS access to OnSite |
If Precise Location shows Unavailable, go to Settings → OnSite → Location on your device and enable precise location. Site detection and nearby sorting may be affected without it.
Calendar
Control which days and holidays appear on your schedule calendar.
| Setting | Description |
|---|---|
| Allow Holidays | Toggle on to show public holidays on the calendar |
| Include Regional Holidays | Adds regional/local holidays when toggled on |
| Working days | Tap the day initials (M T W T F S S) to include or exclude days |
Invoices
Set how long after a job completion before an invoice reminder appears.
- Invoice Delay — adjust using the stepper.
- 0 days = reminder appears the same day (shown as Same day).
- Maximum is 30 days.
Notifications
Links to Manage Notifications — the same screen as the Notifications tab where you control site arrival alerts and per-site muting.
Storage
Choose where OnSite saves your data.
Storage options
| Option | Description |
|---|---|
| On Device | All data stays on this device. No iCloud needed. Not accessible from other devices. |
| iCloud Drive | Sites, photos, notes, and files sync across all devices on the same Apple ID. Requires iCloud. |
Changing storage location
- Go to Settings → Storage Location.
- Tap the storage option you want.
- OnSite migrates your data automatically. Do not close the app during migration.
If the app is closed before migration finishes, OnSite shows a Migration Interrupted warning on next launch. Tap Retry to complete the migration safely — your data is not lost.
iCloud status indicators
| Status | Meaning |
|---|---|
| iCloud Available | iCloud is connected and syncing |
| iCloud Not Available | No iCloud account. Sign in via Settings → [Your Name] → iCloud |
| Waiting for iCloud data to download… | Initial sync in progress |
| iCloud storage is full | Free space in Settings → [Your Name] → iCloud → Manage Account Storage |
Settings sync
When using iCloud, app settings (invoice delay, units, calendar preferences) are synced via iCloud Key-Value Store.
- Push Settings to iCloud Now — manually push local settings to iCloud.
- Pull Settings from iCloud — overwrite local settings with what’s stored in iCloud.
Support
| Action | Description |
|---|---|
| Rate the App | Opens the App Store review prompt |
| Share | Share a link to OnSite with someone |
About
| Item | Description |
|---|---|
| Version | The current installed version of OnSite |
| Replay Onboarding | Walk through the onboarding screens again |
| Reset All Data | Permanently deletes all sites, photos, files, and company data and resets all settings |
Reset All Data is irreversible. All sites, photos, notes, files, and company settings are permanently deleted and cannot be recovered. Onboarding restarts immediately after reset.