OnSite Office

Dashboard

This Month

Business at a glance.

Business Snapshot

This month at a glance.

Sales invoiced$0.00Invoices dated this month
Cash received$0.00Payments received this month
Expenses$0.00Expenses dated this month
Cash net$0.00Received minus expenses
Collection rate0%
No previous-month comparison yet.
6-month cash trendPayments received vs. expenses

Needs Attention

Your next business tasks, all in one place.

Smart Follow-Up

OnSite Office watches for records that may need your attention.

Multi-Job Route

Send all scheduled stops for a work day to Maps.
Stops are kept in appointment-time order. Maps starts from your current location.

GST/HST threshold tracker

For Canadian businesses: tracks taxable revenue toward the $30,000 small-supplier threshold.

$0 / $30,000
This quarter$0.00
Rolling 4 quarters$0.00
Room left$30,000.00 remaining
OnSite Office watches both CRA small-supplier threshold tests.

Quick actions

Recent customers

Recent quotes

Upcoming Jobs

Today, tomorrow, and your next scheduled work.
TODAY 0
TOMORROW 0
UPCOMING 0

Customers

Saved locally on this device.

Quotes

Create estimates, track status, and convert accepted work to invoices.

Invoices

Create invoices, record partial payments, and print or save customer-ready PDFs.

Collections Center

See who owes you, what is overdue, and what is due next.

Total outstanding$0.00Across unpaid invoices
Overdue$0.000 overdue invoices
Due next 7 days$0.00Not overdue yet
Customers owing0With a balance due

Payments

See every payment received, how it was paid, and which invoice it belongs to.

Total received$0.00All recorded payments
This month$0.00Payments dated this month
Payment records0Across all invoices
Still outstanding$0.00Current invoice balances

Income & Payment History

Track cash actually received by month, payment method, and customer.
Received this year$0.00Payments dated in selected year
Payments0Recorded transactions
Average payment$0.00Selected year
Top method—$0.00 received

By month

By payment method

By customer

Jobs

Schedule upcoming work and keep each customer visit organized.

Upcoming 0 Scheduled jobs ahead
Today 0 Jobs scheduled today
Completed 0 Finished jobs
Cancelled 0 Cancelled jobs
Needs invoicing 0 Completed jobs not yet invoiced

Calendar

See scheduled jobs by day and jump straight into the job details.

Month

SunMonTueWedThuFriSat

Selected day

Jobs scheduled for this day.

Expenses

Track business purchases and keep a receipt image with each record.

Total recorded$0.00
Receipts attached0
Missing receipts0
Business portion$0.00

Reports

See income, expenses, cash net, sales, and outstanding invoices at a glance.

Period—
Income received$0.00Payments received in period
Expenses$0.00Expenses dated in period
Cash net$0.00Income received − expenses
Sales invoiced$0.00Invoice totals dated in period

Profit & Loss

Cash received minus recorded business expenses.

Income received$0.00
Expenses$0.00
Net profit$0.00
Profit margin0%

Monthly breakdown

Current year

This is a cash-basis management view using payments received and expenses recorded in OnSite Office. It is not a tax return or accounting statement.

Job Profit Report

See what completed jobs earned after linked expenses and mileage estimates.

0 jobs
Job revenue$0.00
Job expenses$0.00
Mileage estimate$0.00
Estimated profit$0.00
Only completed jobs in the selected report period are included. Expenses and mileage must be linked to a job to appear here.

Tax-time summary

Useful totals to review with your bookkeeping records.

Sales before tax$0.00
Tax charged$0.00
Recorded expenses$0.00
Invoices issued0
OnSite Office summarizes what you recorded in the app. Keep receipts and source documents for your tax records.

Accountant Package

Turn the selected report period into a clean bookkeeping hand-off.

Ready to export
Income & invoicesPayments received, invoices issued, and balances owing.
Expense ledgerGross amount, business-use %, business portion, category, and receipt status.
MileageTrip date, route, purpose, and total kilometres.
Tax & P&LProfit/loss summary plus your GST/HST threshold tracker.
Uses the report period selected above. Keep original receipts and source records with your bookkeeping files.

GST/HST small-supplier tracker

Tracks the two $30,000 revenue tests from your recorded invoices.

Small supplier range
Current calendar quarter$0.00
Current + previous 3 quarters$0.00
Remaining to $30,000$30,000.00
Threshold$30,000.00
— Planning aid only. OnSite Office uses taxable supplies recorded as non-draft, non-void invoices. CRA rules can also depend on associated persons and exclusions, so confirm registration timing with the CRA or your accountant.

Expenses by category

For the selected report period.

Outstanding invoices

Current balances still owing, regardless of report period.

$0.00

Payment History

Payments received in the selected report period.

Smart Follow-Up

Automatically finds the business records most likely to need your next action.

Payment reminders0$0.00 owing
Quote reminders0Due or overdue follow-ups
Needs invoicing0Completed jobs
Next 7 days0Scheduled jobs
Customer follow-ups0Due or overdue

Overdue invoices

Outstanding invoices past their due date.

Quotes worth following up

Sent quotes that are at least 7 days old and still waiting for an answer.

Completed jobs to invoice

Finished work that does not yet have a linked invoice.

Jobs coming up

Scheduled work in the next 7 days.

Customer follow-ups

Repeat-work reminders you set from a customer profile.

Backup & Restore

Keep a copy of your OnSite Office records somewhere safe.

Your records are stored on this device

Save a backup before clearing browser data, changing phones, or making a major app update. The backup includes customers, quotes, invoices, payments, jobs, expenses, receipt images, saved services, and business settings.

BACKUP CHECK

Checking your backup status

OnSite Office will show when a fresh backup is recommended.

Customers0Saved records
Invoices0Including payments
Quotes0Saved estimates
Expenses0Including receipts
Jobs0Scheduled work

Save a backup

On iPhone, choose “Save to Files” when the share sheet appears.

No backup created from this device yet.

Restore from a backup

Select an OnSite Office .json backup file. You’ll be asked before anything is replaced.

Important: Restoring replaces the OnSite Office records currently stored on this device.

Business Settings

Enter your business information once and OnSite Office will reuse it for new records and printed invoices.

Business details

Shown on printed invoices.

Business branding

Add a logo or business-card design to quotes and invoices.

For reliability on your phone, OnSite Office automatically reduces very large images before saving them.

Invoice defaults

Used automatically when you create a new invoice.

Sales tax setup

Choose where your business is based, then enter the tax rate or rates you charge. Tax settings apply to new quotes and invoices; existing documents keep their original tax rate.

For example: Ontario HST 13%; British Columbia GST 5% plus PST 7%; a U.S. business can enter its state sales-tax rate. Check local rules for your business and location.

Quote defaults

Added automatically to new quotes.

Invoice header preview

Preview your saved business details.

Getting started

Open the short setup guide anytime, or make a backup before changing phones.

Saved Services

Save common jobs and prices once, then add them to quotes and invoices with a tap.

SAVED SERVICES 0 Reusable line items
Faster quoting Save your common services, packages, call-out fees, products, and add-ons for faster estimates and invoices.

Mileage Tracker

Track business driving and keep a clean kilometre log for your records.

THIS MONTH0 km
2026 KM0 km
2026 TRIPS0
EST. KM VALUE*$0.00
ALL RECORDED0 km
*Reference estimate using CRA prescribed automobile allowance rates. This is not your actual sole-proprietor vehicle deduction.

Help & Privacy

Quick answers for using OnSite Office safely and confidently.

OnSite Office

Small-business records, in one place.

App version 3.53

Keep your data safe

Your customers, records, receipts, photos, and settings are stored on this device.

  • OnSite Office does not require an account and does not upload your records to an OnSite Office cloud server.
  • The Backup Check tells you when new records have been added since the last backup. Create a backup before changing phones, clearing browser data, reinstalling the app, or doing a major update.
  • Receipts and job photos use device storage. If space fills up, remove old images or make a backup first.
  • Optional customer signatures are saved with the related job on this device and included in your OnSite Office backup.

When OnSite Office goes online

Most features work with your data stored locally.

Calculate Driving Distance

When you tap this mileage tool, the start and destination you entered are sent to OpenStreetMap-based map and routing services to look up a route. Review the kilometres before saving.

Email, text, and share

OnSite Office opens the mail, messaging, or sharing app you choose. Those apps handle sending; OnSite Office does not send messages on its own.

Before your first job

Set the details that appear on quotes and invoices.

  • Add your business name, contact name, email, phone number, and optional logo.
  • Set payment terms and default invoice or quote notes.
  • Use a saved service or job template to make the next quote or job faster.

Privacy policy & support

Public pages for app-store listings, plus straightforward help for OnSite Office.

Privacy policy

Explains which information stays on your device, when route lookups or sharing happen, and how local records can be removed.

Read Privacy Policy Open Support

Support checklist

Try these steps first if something does not look right.

  1. Make a backup if the app still opens.
  2. Close and reopen OnSite Office, then check your records again.
  3. Use the backup you created to restore your information if needed.
OnSite Office is a bookkeeping and organization tool. Keep original receipts and source documents, and speak with an accountant or the CRA for tax advice.

Add Mileage

Business trip record
Trip distance 0 km
Customer communication

Send to Customer

Message preview
Text and email use the phone number or email saved on the customer. Share Document opens your iPhone share sheet with the quote or invoice file.

Add Customer
Customer

Customer

Customer Snapshot

Lifetime totals and recent work at a glance.
Total invoiced$0.00All non-void invoices
Total paid$0.00Payments received
Balance owing$0.00Current unpaid balance
Completed jobs0Finished work
Last job—No completed jobs yet
Average invoice$0.00Across saved invoices

Next Service Follow-Up

No follow-up reminder set.

Job History

Quotes, invoices, and payments in one timeline.

Quotes

Jobs

Invoices

Payments

Customer Notes

Keep access details, preferences, follow-ups, and visit notes with this customer.
General customer note

New Quote

Line items

Add services, quantities, and prices.
Subtotal$0.00
Discount−$0.00
HST$0.00
Total$0.00

New Invoice

Line items

Add services, quantities, and prices.
Subtotal$0.00
Discount−$0.00
HST$0.00
Paid$0.00
Balance due$0.00

Record Payment

Choose an invoice with a balance owing.

Record Payment

Receipt

Expense receipt photo
Saved receipt

⚡ Quick Expense

Fast entry now — add a receipt or extra details later if needed.
Need a receipt photo, project reference, or notes? Tap Full Expense and these entries will carry over.

Add Expense

Business expense record
Receipt photoTake a new photo or choose one from Photos. It stays attached to this expense.

Add Saved Service

Reusable quote and invoice line item

Add Saved Service

Choose a service to add as a line item.
Customer reminder

Set Follow-Up

Add Customer Note

Save information you’ll want to remember later.

Schedule Job

Add the customer, timing, work details, and notes.

Job Template

Start from a reusable job setup or save this one for next time.

Job Checklist & Sign-Off

Tick off the job steps and keep a completion note with the visit.

Customer Signature Optional

Use this only when a customer wants to sign off on completed work.
Optional — ask the customer to sign after the job is complete.

Job Photos

Document before, after, damage, or access conditions.

Repeat this job

Schedule future visits automatically.
The first visit is the job date above.

Job Templates

Reusable setups for any service business.

Edit Job Template

Update everything in one place.

Checklist

WELCOME TO ONSITE OFFICE

Your business, organized.

Set up the basics once, then use OnSite Office for customers, quotes, invoices, jobs, expenses, mileage, and reports.

  1. Add your business detailsThey appear automatically on new invoices and quotes.
  2. Add a customerThen create a quote, invoice, or scheduled job in a few taps.
  3. Save a backupFor now, your records stay on this device. Use Backup & Restore before changing phones or clearing browser data.