Resources

Everything we know, written down. Most of it is not written down yet.

This section is new, and rather than fill it with eight posts nobody needed we would rather publish the ones you would actually use. What is finished is below; so is what is not.

Ready now

Worth reading today.

Available now QuickBooks and Xero, without the re-entry Which records cross and when, how a card batch reconciles against the invoices in it, and what to do about the duplicate customers you already have. Read it → Available now Accounting & bookkeeping: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Auto repair: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Body shop: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Chiropractic: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Cleaning: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Consulting: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Dental practice: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Detailing: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Electrical: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Equipment rental: the feature guide The call, the route, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Event & party rental: the feature guide The call, the route, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now General service: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Heating & Air: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Irrigation: the feature guide The call, the route, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now IT services & MSP: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Lawn & Landscape: the feature guide The call, the route, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Law firm: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Marketing agency: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Med spa & aesthetics: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Medical clinic: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Mobile mechanic: the feature guide The call, the route, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Optometry: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Pest Control: the feature guide The call, the route, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Physical therapy: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Plumbing: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Property management: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Staffing & recruitment: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Self storage: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Tire & wheel: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Veterinary: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Field service: the feature guide The call, the route, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Auto: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Business services: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Medical and dental: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Rental and property: the feature guide The call, the route, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now General service: the feature guide The call, the schedule, the quote and the bill, the money and the close, the numbers — and what only your trade has. Read it → Available now Pricing, in full Both prices published: one flat software price with every feature in it, and processing at the rate we actually charge. No form in front of it. Read it → Available now Everything the platform does The sales pipeline, estimates, invoicing, payments, the portal, inventory, files, reporting and the accounting sync — each with what it does rather than a feature name. Read it → Available now A demo on your own numbers Thirty minutes with your job count and average ticket in the arithmetic, rather than a tour of somebody else’s data. Read it →

Being written

And what is not ready, said plainly.

None of these are links yet, because a resources page full of dead ones loses a reader on the first try. When one is finished it appears here as a link and not before.

In progress More guides Working the declined pile, switching without losing history, and what a pricing program actually does to a margin.
In progress Videos and walkthroughs The product doing the thing, at the length it takes, rather than a sizzle reel with a voiceover.
In progress Templates Inspection sheets, job types and price books by trade, to import on day one instead of building from a blank page.
In progress Glossary ARO, DVI, deferred work, dual pricing, surcharging, interchange. Said plainly and once each.
In progress Switching guides What moves, what does not, and what a migration off each of the usual systems actually involves.

Waiting on one of these, or want something that is not on the list? hello@onsightpayments.com — the ones people ask for get written first.

Book a demo

Or skip the reading and see it on your own numbers.

Thirty minutes, your job count and your average ticket, with the arithmetic run in front of you.