Customers and messages
Customers and their devices, texts and emails, appointments and bookings.
Customers and their devicesFind a customer, add a new one, keep their details up to date and record the devices they bring in.
Customer notes and flagsKeep notes about a customer for your team, pin the important ones, and flag a customer everyone should know about.
Merge duplicate customersCombine two profiles for the same person, so their repairs, invoices and messages are all in one place.
Texts and emails to customersRead customers' texts, reply, send a text or email from a repair, log a phone call and check that a message arrived.
Automatic customer messagesChoose which status updates, check-in emails, pickup reminders, review requests and quote follow-ups OnSite sends by itself.
Change the wording of customer messagesRewrite any message OnSite sends for you, with placeholders for the customer's name, repair and more, and a live preview.
Customer feedbackAsk a customer to rate a finished repair, see every answer in one place, and follow up on the unhappy ones.
The appointments calendarSee the week's bookings by day, by week or as a list, filter by kind or person, and spot who's next.
Book an appointmentBook a customer in store or on site, pick the next free time or any day, and move or edit the booking later.
Run an appointmentMark a customer here or start an on-site visit, record what was done, charge for it, and handle reminders, no-shows and cancellations.
Set up appointmentsChoose what customers can book, who can be booked and when, how hourly work is charged, and how reminders work.
Online bookingLet customers book appointments on your own booking page, straight into the calendar or as requests you confirm.
House calls and your service areaPlan the day's on-site visits with routes for each person, and set how far your store goes for house calls.
The counter tabletSet up a tablet facing the customer so they can read your repair terms and sign for their repair with a finger.
The device page customers open from their labelWhat customers see when they scan the QR code on their device's label, and how they start a repair or warranty claim from it.