CoSupport AI
What is Onsite 7?
Onsite 7 provides advanced job management software designed specifically for trade, construction, and fenestration businesses, enabling seamless connections between field teams, office staff, and customers. The platform facilitates the entire workflow from sales and surveying to installation and service, offering tools to record every step, capture essential media, and manage customer relationships in one secure, easy-to-access system.
Businesses benefit from efficiency gains, reduction of disputes, and substantial savings by eliminating double data entry and unnecessary site visits. Integrated with popular accounting software like XERO and QuickBooks, Onsite 7 also functions as a fully-featured CRM, centralizing customer data, notes, and documentation to improve job reporting and compliance. Free setup and ongoing support ensure a smooth onboarding process for teams of any size.
Features
- Project Lifecycle Management: Manages every job stage including sales, survey, admin, installation, and service.
- Integrated CRM: Stores customer information, documents, notes, and project details in one place.
- Media Capture: Enables photo, video, and note documentation at every project step.
- Real-Time Team Collaboration: Assigns tasks, tracks workflow status, and manages permissions for team members.
- Accounting Software Integration: Simple integration with XERO and QuickBooks to streamline financial processes.
- Job Evidence Creation: Provides time-stamped, media-rich documentation and legal sign-offs for dispute reduction.
- Customer Reports: Generates comprehensive reports detailing job progress, customer satisfaction, and service delivery.
- Unlimited Storage and Support: Offers unlimited usage, storage, and free setup and support for all customers.
Use Cases
- Trade business owners tracking leads and job progress from initial contact through project completion.
- Construction companies documenting installations and site visits for compliance and dispute avoidance.
- Field service teams capturing on-site evidence and obtaining legally binding customer sign-offs.
- Small enterprises consolidating admin tasks and customer management into a single platform.
- Businesses leveraging CRM tools to maintain customer records, notes, and interaction history.
- Finance teams synchronizing job data with accounting software for invoicing and reporting.
Helpful for people in the following professions
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