Settings
Configure OnSite to match how you work — company details, units, storage, invoices, and more.
Table of contents
- Opening Settings
- Company
- Units
- Location
- Calendar
- Invoices
- Notifications
- Storage
- What’s New
- Support
- About
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
Auto-sort radius
The auto-sort radius controls how close a photo, contact, or your physical location must be to a site to count as a match. It affects:
- Photo auto-sort — photos taken within this distance are assigned to the site.
- Contact auto-sort — contacts whose address falls within this distance are matched.
- Currently on site — sites you are physically within this distance of float to the top of the site list, highlighted.
To adjust the radius:
- Tap the Settings tab.
- Scroll to the Location section.
- Drag the Auto-sort radius slider left (smaller) or right (larger).
- Range: 20 – 2,000 meters (or the equivalent in feet if Units is set to Imperial).
- The current value is shown to the right of the label (e.g. 100 m or 328 ft).
The radius is displayed in meters or feet based on your Units setting.
A smaller radius (e.g. 50 m) gives more precise matching but may miss photos or contacts that are slightly off. A larger radius (e.g. 500 m) is more forgiving but can produce false matches in dense areas.
Precise Location
| Status | Meaning |
|---|---|
| Available | iOS has granted precise GPS access — all location features work normally |
| Unavailable | Precise location is off or temporarily unavailable |
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
| Setting | Description |
|---|---|
| Notification Time | The time of day OnSite sends scheduled job reminders. Tap the time to open the picker and choose any hour and minute. |
| Manage Notifications | Opens the full notifications screen where you control site arrival alerts and per-site muting — the same screen as the Notifications tab. |
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.
What’s New
Tap What’s New to view a summary of recent updates and feature additions. This is the same content shown on first launch after an update.
Support
| Action | Description |
|---|---|
| Contact Support | Opens a contact form on the OnSite website to send a message to the developer |
| Documentation | Opens this documentation site in your browser |
| 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.