Settings | Onsite Office

Source

Customer

First

Last

Street

Apt / Suite / Lot

City

State

ZIP

Cell

Home

Work

Email

Assignment & Status

Tech

Status

Job Type & Billing

Service Charge (default from Settings)

$

Manufacturer

Other Mfr

Make

Model

Work Order

Reported Issue

Work Performed

Parts

No parts added.

Internal Notes 🔒 NOT PRINTED

🏢 Office Notes

🔧 Tech Notes

Appointments to Offer

Send customer appointment options

Pending Jobs 0

Status	Date In	Claim #	Customer	Make	Model	Equipment	Reported Issue	Work Performed	Tech	Location	Parts & Labor	Completion Review

All Jobs — Kym's Queue 0

Kym's Verification Queue 0 Jobs awaiting Kym's approval before customer confirmation

Workflow: 1. Dispatched → 2. Cust Replied YES → 3. Kym Verifies → 4. Confirmed ✓

Block days off

Blocked dates

Zone editor

ZIP Lookup

Next open slot per zone

Non-Warranty Rate Card

Auto-sent with non-warranty SMS and email. Click cells to edit.

City / Area	Charge	Notes

Labor policy

No parts → service charge only.
Parts needed → service charge + InvoiceASAP estimate.

Settings

API Connection

PHP API URL *required

Full URL to onsite-api.php on your cPanel server

Billing Defaults

Default Service Charge ($)

$

Service Origin

Origin ZIP (center of 150-mile radius)

GoToConnect SMS

Access Token

From Number

Outgoing Email

From Name

Reply-To

Salesforce

Instance URL

Access Token

Tech Travel Schedule

Define which zones Brian travels to on each day. Check the zones for each day — the slot finder will prioritize matching days.

Reminder Settings

Send appointment confirmation via

Send reminder

Confirmation SMS template (use {name}, {date}, {window}, {address})

Reminder SMS template

My Jobs 0

No jobs assigned.

User Management