Question 1

How do I create a company account?

Accepted Answer

Creating an account is free, with no sales call and no contract. You can post your first job right after signing up.

Question 2

What should I set up first?

Accepted Answer

"Set up your company" walks you through it: confirm your email, add your first site, verify your business and post your first job.

Question 3

How do I add a site or location?

Accepted Answer

Sites store the address, contact and access notes for places you send technicians. You can also just type the address when you post a job and we save it for you.

Question 4

How do I post a job?

Accepted Answer

Tap "Post a job", fill in where, what, when and pay, choose who can take it and what proof you want back, then tap "Post job".

Question 5

Why isn't my job visible to technicians yet?

Accepted Answer

Usually one of two things: your email isn't confirmed yet, or it's your first job and it's in a quick safety review.

Question 6

Can I send a job only to technicians I already know?

Accepted Answer

Yes. Choose "Technicians I choose" and tick up to 10 people you have hired before, your preferred technicians or your private pool members. Only they can see the job, and each gets a notice.

Question 7

Who can see the files I attach to a job?

Accepted Answer

You choose for each file. By default, a file is shown only after you pick a technician. You can switch it to "Technicians can see it before they bid".

Question 8

How do I reuse a job I post often?

Accepted Answer

Save it as a template, then start new jobs from it with the site and time you need.

Question 9

How do I compare offers and choose a technician?

Accepted Answer

Open the job and go to the "Offers" tab. Compare offers side by side, message technicians, then award the job to the one you want.

Question 10

How do I pay for a job?

Accepted Answer

You add payment for a job when you choose a technician. The money is held and only released after you approve the work.

Question 11

What if the job costs more than I paid?

Accepted Answer

If you add work, change the job, or approve materials or extra hours, the job page shows "Add $X" for just the difference. Nothing is charged until you tap pay.

Question 12

Can I prepay or pay later?

Accepted Answer

You can pay per job, or prepay every job in a project at once. Money is held until you approve, and unused money goes back to your card. A prepaid balance and financing are coming soon.

Question 13

Why do I need to sign an agreement and add a tax ID?

Accepted Answer

Before your company's first payment, the company owner signs the Client Service Agreement and adds your business tax ID. You only do it once.

Question 14

Where are my invoices and receipts?

Accepted Answer

All invoices and receipts are on Invoices & receipts under Billing. Filter by payments held or approved work.

Question 15

How do I know when the technician arrives?

Accepted Answer

The job page shows when the technician is on the way, their estimated arrival and when they check in at the site. Your Home page lists who is on site now.

Question 16

How do I message the technician?

Accepted Answer

Use the "Chat" tab on the job. Before you choose someone, questions are public to all technicians on that job. After you award it, the chat is private between you and your technician.

Question 17

How do I approve the work and release payment?

Accepted Answer

When the technician sends the work, it shows on Approvals. Check the photos and proof, then approve and pay, or ask for changes.

Question 18

What if the work isn't done right?

Accepted Answer

Ask for changes and the technician redoes it. If you can't agree, open a dispute: the payment stays held while OnSiteO looks at it.

Question 19

How do I find and save good technicians?

Accepted Answer

Search technicians by skill and location. Then invite them to a job, add them to your preferred technicians or put them in a private pool.

Question 20

What is a private pool?

Accepted Answer

A private pool is your own list of technicians. Post a job to "Only my private pool" and only they can see it. You can require a cleared background check or insurance for a pool.

Question 21

How do I stop a technician from seeing my jobs?

Accepted Answer

Block them from their profile. They won't see or quote on your jobs, and offers from them that are still waiting are declined. They are not told.

Question 22

How do I add my team and what can each role do?

Accepted Answer

Owners have full control. Dispatchers post jobs, choose technicians and add payment. Approvers check the work, ask for fixes and approve it.

Question 23

Can I use ChatGPT or another AI assistant with OnSiteO?

Accepted Answer

Yes. Connect your own AI assistant and it can read your jobs, sites and offers and draft new jobs. It starts read-only. It can never post, award, pay or approve.

Question 24

How do I download my data or delete my account?

Accepted Answer

Both are on My account & data. Deleting is a request: OnSiteO reviews it, and you can cancel it while it is waiting.

Question 25

I forgot my password. How do I get back in?

Accepted Answer

Use "Forgot password" on the sign-in page and we email you a reset link.

Question 26

How do I contact OnSiteO support?

Accepted Answer

Open Chat with us in the app. Our assistant answers first, and you can tap "Talk to a person" at any time. You can also email support@onsiteo.com.

Question 27

How do I book the same technician again?

Accepted Answer

Open a finished job and tap "Book [first name] again". We start a new job with the same details and send it only to that technician.

Question 28

Can I ask for a newer background check or drug test on a job?

Accepted Answer

Yes. On a job for screened technicians, choose "Screening done within" 90 days, 180 days, 1 year or 2 years. Only technicians screened in that time can send an offer or be booked.

Question 29

Can I hire a technician directly?

Accepted Answer

Yes, after you have worked together on OnSiteO for a while. The technician's page shows the date the option opens. Until then, keep the work on OnSiteO.

Question 30

How do public reviews and work photos work?

Accepted Answer

After you rate a technician on a finished job, you can add a short public review to their profile. You choose whether it shows your company name or "Verified client". Technicians may ask to show photos from your jobs, and you approve each one.

Question 31

What if my technician doesn't show up?

Accepted Answer

We let you know if your technician hasn't checked in after the start time. Tap "Find a replacement". We find you a replacement or you get your money back.

Question 32

How are disputes decided?

Accepted Answer

Your payment stays on hold while we review. We look at the job photos and the check-in and check-out times first, then at what you and the technician tell us.

Question 33

How are parts, materials and other extras charged?

Accepted Answer

The technician asks for them with the reason and receipt, and nothing is charged until you approve. They are repaid the full amount. Approved extras become part of the job total, and you see the full amount before you approve.

Question 34

Do I need to pay a deposit?

Accepted Answer

No. Pay only for the job you post. No deposit, no prepaid balance and no minimum.

Question 35

Can a fixed-price job cost more?

Accepted Answer

Only if you approve more during the job. Extra pay, expenses, extra charges and waiting time each need your tap to approve; until then your total stays the same.

Question 36

Releasing the technician from site

Accepted Answer

When the technician is done but waiting for you, the job shows "Your technician is waiting to be released". Tap "Released" to let them go.

Question 37

Will the technician see my rating?

Accepted Answer

Yes. The technician sees your stars and the job, and can reply once. Your written private feedback is not shown to them. On low ratings your company name is not shown.

Question 38

How do I sign up as a technician?

Accepted Answer

Signing up is free. Create your profile, then finish the short setup checklist on your Home page so you can send quotes and take jobs.

Question 39

What do I need to finish before I can take jobs?

Accepted Answer

Four steps are required: verify your email, verify your ID, add your tax info and set up your payout account. Phone, background check and insurance are optional but help you win more work.

Question 40

How do I verify my ID?

Accepted Answer

The ID check takes about 2 minutes on your phone: a photo of your ID and a selfie. You need it before you can send quotes or be assigned to jobs.

Question 41

How do I get a background check?

Accepted Answer

A background check is optional. It lets you quote on jobs that require screening and shows on your profile once cleared.

Question 42

How do I make my profile stand out to clients?

Accepted Answer

Your profile is what businesses see when they review your quote. Add a clear photo, your skills, the equipment you own and where you work.

Question 43

How do I change the area where I see jobs?

Accepted Answer

Find jobs shows work in your home area and any other areas you add, plus jobs sent to you directly.

Question 44

How do I get my certifications verified?

Accepted Answer

Certifications show as "Self-reported" until OnSiteO checks them. Send proof to get them marked verified.

Question 45

How do I upload my insurance certificate?

Accepted Answer

Keep your certificate of insurance in your insurance wallet. Each job checks it against that client's requirements and dates.

Question 46

How do I find jobs near me?

Accepted Answer

Find jobs lists open work in your areas, plus jobs a business sent to you directly. Use the list or the map, and filter by pay, dates and company rating.

Question 47

How do I get alerts for new jobs?

Accepted Answer

Turn on "New jobs near you" alerts and choose how often. You can limit alerts to the kinds of work, days and start times you want.

Question 48

How do I send a quote on a job?

Accepted Answer

Open the job and tap "Submit Quote". Accept the posted budget or offer your own price, say when you can arrive and add a note for the business.

Question 49

How do I withdraw or change a quote?

Accepted Answer

You can withdraw a quote any time before the business picks someone. To change your price, withdraw and send a new quote.

Question 50

How does urgent work work?

Accepted Answer

Urgent work offers you same-day jobs near you at your own urgent rate. When several technicians get the same offer, everyone can apply for a few minutes and the best fit gets the job, not the fastest tap.

Question 51

I won a job. What happens next?

Accepted Answer

The job moves to My jobs. Confirm you will do it before the deadline shown, or it goes back to other technicians.

Question 52

How do I check in when I arrive?

Accepted Answer

Check in from the job page when you are at the site. OnSiteO records your arrival with your phone's location.

Question 53

How do I use the time clock and fix a wrong time?

Accepted Answer

The time clock records your hours, breaks and location on hourly jobs. If you forget to clock out, send a fix for approval.

Question 54

How do I add proof of work and finish the job?

Accepted Answer

Add the photos and items on the job's checklist, answer the closing questions, clock out and send the work for approval.

Question 55

How do I set up payouts to my bank?

Accepted Answer

Add your bank or debit card and tax info on our payment partner's secure page. OnSiteO never sees those numbers.

Question 56

When do I get paid?

Accepted Answer

Pay shows in Get paid once the business approves your work. If pay is waiting on something, Pay on hold tells you why in plain words.

Question 57

Where can I track my earnings, miles and expenses for taxes?

Accepted Answer

Earnings & mileage keeps your jobs, trips, miles and expenses in one place, with a quarterly summary for tax time.

Question 58

How can the AI helpers help me on a job?

Accepted Answer

Each job page has AI helpers: a prep checklist, a troubleshooting assistant that can look at a photo, a closeout report drafted from your notes and quick message drafts.

Question 59

Can I use OnSiteO for my own clients?

Accepted Answer

Yes. The free tools work on OnSiteO jobs and your own work: estimates, site surveys, time tracking, an invite link for your own clients and exports for your books.

Question 60

How do I add my jobs to my phone calendar?

Accepted Answer

Make a private calendar link and add it to Google, Outlook or iPhone. Your booked jobs then show up and update on their own.

Question 61

How do I stop seeing jobs from a company?

Accepted Answer

Block the company. You won't see its jobs or alerts, and it can't send jobs to you. The company is not told.

Question 62

How is my score worked out, and what if it's wrong?

Accepted Answer

Your score is built only from what really happened on your jobs, and businesses see it on your quotes. If something is wrong, tell us and we check it.

Question 63

Where do I sign documents I was sent?

Accepted Answer

Documents waiting for your signature are on the Documents page under "Waiting for you".

Question 64

How do I start a crew company on OnSiteO?

Accepted Answer

A crew company lets you win jobs as a company and send your own technicians. OnSiteO pays your company account, and you pay your crew.

How can we help?

Getting started

Posting jobs

Choosing a technician

Paying

During the job

Approving work

Technicians

Your company

Getting started

Your profile

Finding work

Doing the job

Getting paid

Tools

Crew companies

Account

Still stuck?