OnsiteBoard

Support

Questions, a problem with the app, or a feature request — email us and a person will get back to you.

support@zilanti.com

Zilanti LLC · Oldsmar, Florida

Common questions

How do I move my customers and job history from another app?
Export them from your old software as a spreadsheet or CSV and import them in Settings → Import data, or in the web dashboard under Customers → Import customers. See the step-by-step guide: it also brings over the write-up of what was done on each job.

How do I take card payments?
In the app, open Settings → Card payments → Connect and finish setting up your Stripe account. Once Stripe approves it, every invoice link you send includes a "Pay by card" option, and the money goes to your own bank account.

How do I delete my account?
Open Settings → Account → Delete account. This permanently removes your account and all of its customers, jobs, invoices, payments and photos. Your Stripe account is not deleted — it belongs to you and can be closed through Stripe.

I forgot my password.
On the sign-in screen, tap Forgot password? and we'll email you a reset link.

More

Trades: Appliance repair · Auto detailing · Boat service · Dryer vent cleaning · Electrician · Garage doors · Gutters · Handyman · House cleaning · HVAC · Irrigation / sprinklers · Lawn care · Locksmith · Pest control · Pet waste removal · Plumbing · Pool service · Pressure washing · Window cleaning

Free tools: Free invoice maker · Free estimate maker · Invoice templates · Estimate templates

Guides: Invoice guides