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JobsiteOn

JobsiteOn Help Center

Great field operations start with clear guidance

Find complete route-verified guides for authentication, onboarding, owner workflows, settings, integrations, security, and release operations.

Navigate the Main Sidebar

How the owner app sidebar and account-menu help resources are structured today.

Getting StartedLiveOwner App
Liam Chen

Written by Liam Chen

Product Specialist, Core Workflows

Updated 3/23/2026

Verified Routes

  • /dashboard
  • /inbox
  • /schedule
  • /contacts
  • /properties
  • /team
  • /quotes
  • /jobs
  • /invoices
  • /settings/company
  • /settings/workspace/billing

What this guide covers

This guide explains the current owner-app navigation structure, including the main sidebar modules and the lower account-menu actions for billing and help. It is written for the current JobsiteOn implementation and avoids assumptions about unshipped behavior.

Before you begin

  • Confirm you can access the relevant route(s) for this workflow.
  • Use sandbox first when testing a new process or policy update.
  • Keep this article open while you execute each step so your team can follow one consistent path.

Workflow overview

  1. Open the main route you need from the sidebar.
  2. Use the lower account menu for workspace, billing, theme, and help actions.
  3. Validate downstream impact before handoff.
  4. Document exceptions and close the loop with your team.

Step 1: Open the correct route and confirm context

Start from /dashboard and confirm you are operating in the intended workspace and environment.

Route checklist

  • /dashboard
  • /inbox
  • /schedule
  • /contacts
  • /properties
  • /team
  • /quotes
  • /jobs
  • /invoices
  • /settings/company
  • /settings/workspace/billing

Step 2: Use the sidebar and account menu intentionally

Use the main left sidebar for day-to-day production work:

  • /dashboard for the owner overview
  • /inbox for communication
  • /schedule for appointments and dispatch
  • /contacts, /properties, /team, /pricebook, /quotes, /jobs, and /invoices for record workflows

Use the lower-left account menu for personal and workspace-level controls:

  • The compact REMAINING CREDITS card sits above the account menu, opens /settings/workspace/usage, keeps the remaining-percent line above the bar, and shows the reset date below it
  • The remaining-credit bar is blue above 70%, orange from 31%-70%, and red from 0%-30%
  • Clicking your profile row opens /settings, which now lands on the Your Profile page
  • Settings is a direct account-menu entry to /settings
  • Billing & Plans is a direct account-menu entry to /settings/workspace/billing for live subscription and billing details
  • Theme, Help and resources, Sandbox mode, Beta features, and Sign out remain directly accessible from the same menu
  • Help and resources opens support destinations without leaving your current owner-app session context first

Step 3: Use Help and resources

From Help and resources in the account menu:

  • Help Center opens /help on the public JobsiteOn site
  • Getting started opens the owner onboarding article at /help/getting-started/first-login-checklist-for-owners
  • Suggest improvement sends a feedback email to feedback@jobsiteon.com
  • Report an issue sends an issue email to issues@jobsiteon.com

Feedback and issue submissions include the signed-in user, workspace, billing state, page URL/title, request timestamp, and IP address when available so the support team can triage without asking the owner to re-type their account context.

Step 4: Validate downstream impact

After the main action completes, verify that related modules reflect the update. The expected downstream impact for this area is faster first-week execution and fewer setup errors.

Step 5: Handle exceptions quickly

If the expected result does not appear:

  1. Refresh the current page and confirm the record status.
  2. Verify required linked entities (contact/property/team/job/invoice context as applicable).
  3. Re-run the action in sandbox if live-state confidence is low.

Step 6: Keep the process repeatable

Capture the final operating sequence for your team and reuse this article as the reference runbook. When behavior changes, update this article in the same change set as the product update.

Validation checklist

  • Primary route opened successfully.
  • Help Center and Getting started open the expected help routes.
  • Feedback and issue submissions open the correct dialog and submit without blocking errors.
  • Downstream module behavior matches expected workflow.
  • Team handoff information is complete.

Troubleshooting

I cannot access one of the listed routes

Confirm account permissions and environment selection. If access is still blocked, route the issue to your admin/support path with the exact URL.

I saved changes but I do not see the result

Reload the route, confirm linked records, and validate whether this workflow is beta-gated in your workspace.

My screen layout looks different

Layout can vary by feature flags or viewport size. Keep following route names and workflow checkpoints from this guide.

FAQ

Is this available in every workspace?

This guide documents generally available behavior in current production routes.

Should we run this in sandbox first?

Yes. Sandbox-first execution is recommended for process changes and first-time team rollout.

How often should this process be reviewed?

Review whenever related auth/onboarding/module/release behavior changes.

Notes

This article covers currently available behavior in active production routes.

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