ONSITE Client Portal
Starter
🔔
Overview Leads Marketing Business Account
Your Plan
Get Found
Starter · $297/mo
CL
Client
Business Owner
Dashboard
Good to see you back.
Here's what's happened with your business this month.
Live Starter Plan Since Jan 2025
This Month
14
new leads
📋
Leads This Month
14
↑ 4 vs last month
📅
Jobs Booked
—
Upgrade to track
⭐
Google Rating
4.8
↑ 0.2 this quarter
💰
Revenue Tracked
—
Full OS plan
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Upgrade to Growth to add online booking, automated follow-up, and social media management.
Recent Activity Live
New lead from contact form — James K.
2 hours ago
Google review left — 5 stars ⭐⭐⭐⭐⭐
Yesterday, 4:18 PM
Quote request submitted from website
Yesterday, 11:32 AM
New lead from Google — Maria L.
2 days ago
Monthly report ready for download
Jun 1, 2025
Setup Progress In Progress
✓
Free audit completed
We reviewed your website, Google, and presence.
Complete
✓
Onboarding call
We learned how your business works.
Complete
✓
Website live
Your site went live and is receiving traffic.
Live
4
First leads coming in
Your lead flow is active. Check your inbox below.
Active Now
5
First monthly report
Leads, jobs, and performance — ready on the 1st.
Day 30
You're all set up.
Here's your full setup timeline and what to expect next.
Your Setup Timeline
✓
Day 1 — Audit in your inbox
Full breakdown of what was working and what was costing you customers.
Complete
✓
Day 2 — 30-minute onboarding call
We learned how your business works. You asked anything.
Complete
✓
Day 5 — Preview ready for approval
You reviewed everything before it went live.
Complete
✓
Day 7 — You went live
Everything is live. Your business works around the clock.
Live
5
Day 30 — First monthly report
Leads generated, jobs booked, and performance tracked in one clean report.
Upcoming
Your Account Manager
SL
Sofia L.
Account Manager · ONSITE
Sofia reviewed your lead volume
Today, 9:14 AM
Optimized your quote form CTA
3 days ago
Added 2 new service keywords to Google
1 week ago
📋
Total This Month
14
↑ 4 vs last month
✅
Converted
7
50% conversion rate
⏳
Pending Follow-up
3
We're on it
All Leads — June 2025 14 total
Contact
Source
Date
Status
Live & Receiving Traffic
verdenlawn.onsite.co
Site PerformanceThis Month
382
Visitors
14
Quote Requests
3.7%
Conversion Rate
1:48
Avg. Time on Site
Lead Sources
Google Search — 8 leads
57% of total
Direct (Site) — 4 leads
29% of total
Referral — 2 leads
14% of total
Recent Requests
Request an Edit — Need to change hours on homepage
Submitted 3 days ago · Completed
New Service Added — "Lawn Aeration" page published
2 weeks ago
⭐
Google Rating
4.8
↑ 0.2 this quarter
📝
Total Reviews
47
+6 this month
🔍
Search Impressions
1.2k
↑ 18% vs last month
Recent Reviews⭐ 4.8
★★★★★
"Fast, professional, and showed up on time. Highly recommend."
— Marcus T. · 3 days ago
★★★★★
"Best in the area. My yard looks amazing every week."
— Dana W. · 1 week ago
Google BusinessActive
312
Profile Views
89
Direction Clicks
54
Phone Calls
Review Automation
Auto-review requests sent after job completion
Running — 3 sent this month
Response drafted for 1 new review
Awaiting your approval
📘
Facebook
1.2k
↑ 14 followers
📸
Instagram
867
↑ 22 followers
📝
Posts This Month
8
Plan max reached
Connected Platforms
Upcoming PostsThis Month
✓ Published
"Spring lawn care tips — your yard can look this good."
Jun 2
✓ Published
"Before & after: backyard overhaul in South Dallas."
Jun 7
📅 Scheduled
"Did you know? Weekly mowing keeps weeds away."
Jun 14
📅 Scheduled
"Summer is here. Book your lawn service today."
Jun 21
✏️ In Review
"Happy client spotlight — Marcus T. in Richardson."
Jun 28
📅
Booked This Month
9
↑ 3 vs last month
⏳
Upcoming Jobs
4
Next: Jun 16
💬
Auto Follow-ups Sent
22
0 missed
🔄
Rebooking Rate
64%
Above average
Upcoming Jobs4 scheduled
Jun 16 — Full lawn mow · James K.
8:00 AM · Confirmed
Jun 18 — Weekly service · Maria L.
10:00 AM · Confirmed
Jun 22 — New client · Quote TBD
2:00 PM · Pending confirm
Jun 25 — Full service · David P.
9:00 AM · Confirmed
Automated Follow-upsRunning
Booking confirmation SMS sent — James K.
2 hours ago
48hr reminder sent — Maria L.
Yesterday
Post-job review request sent — Tom B.
3 days ago · Review received ⭐⭐⭐⭐⭐
Re-booking prompt sent — Angela S.
1 week ago · Booked again ✓
💰
Revenue This Month
$8.4k
↑ 12% vs last month
🧾
Invoices Sent
18
16 paid, 2 pending
📦
Job Cost Tracked
$3.1k
37% cost ratio
📈
Net Margin
63%
↑ 4pts vs last month
Recent Invoices16 paid
INV-0218 — James K. · $420
Paid Jun 12
INV-0217 — Maria L. · $280
Paid Jun 10
INV-0216 — David P. · $560
Pending · Sent Jun 8
INV-0215 — Angela S. · $340
Paid Jun 6
Cost TrackingThis Month
Labor — $1,840
59% of costs
Supplies & Materials — $780
25% of costs
Fuel & Transport — $310
10% of costs
Other — $170
6% of costs
🧾
Total Spent (June)
$3,100
Across 24 receipts
📦
Materials
$780
25% of costs
⛽
Fuel & Transport
$310
↓ $40 vs last month
🤖
AI Processed
24
100% auto-filed
Upload a Receipt AI Powered
📷
Drop a receipt photo here, or tap to upload
Photo, screenshot, or PDF — our AI reads it and extracts the vendor, amount, date, and category automatically.
Choose File
Reading your receipt…
This usually takes 5–10 seconds
Scanning image
Extracting vendor & amount
Detecting date & line items
Categorizing expense
Filing to your tracker
Spending by CategoryJune 2025
Labor
$1,840
Materials
$780
Fuel
$310
Equipment
$120
Other
$50
Total job costs $3,100
Revenue this month $8,400
Net Margin 63%
Monthly Summary
Labor — $1,840 · 14 entries
59% of total spend
Materials — $780 · 6 entries
25% of total spend
Fuel & Transport — $310 · 3 entries
10% of total spend
Equipment — $120 · 1 entry
4% of total spend
Other — $50 · 2 entries
2% of total spend
All Receipts 24 this month
Vendor
Category
Date
Amount
Source
Home Depot
Mulch, edging, gloves ×3
📦 Materials
Jun 12
$184.50
AI Scanned
Shell Gas Station
Fuel — truck #1
⛽ Fuel
Jun 11
$87.20
AI Scanned
Lawn & Garden Supply
Fertilizer, sprayer parts
📦 Materials
Jun 10
$212.00
AI Scanned
Jose M. (Labor)
Day labor · 8hrs
👷 Labor
Jun 10
$200.00
AI Scanned
AutoZone
Mower blade, oil filter
🔧 Equipment
Jun 9
$120.40
AI Scanned
Sam's Club
Trash bags, work gloves bulk
📦 Materials
Jun 8
$67.80
AI Scanned
Shell Gas Station
Fuel — truck #2
⛽ Fuel
Jun 7
$92.60
AI Scanned
Starbucks
Team coffee — job site
· Other
Jun 6
$24.50
AI Scanned
Showing 8 of 24 receipts
🤖
Conversations This Month
31
↑ 8 vs last month
⚡
Avg. Response Time
47s
Under 60 seconds
🌙
After-Hours Handled
11
Jobs you'd have missed
Recent AI ConversationsRunning
AI handled quote request from James K. → Booked
Today, 7:42 AM (before hours)
AI answered "what areas do you serve?" — Maria L.
Yesterday, 11:18 PM
AI escalated pricing question — forwarded to you
Yesterday, 3:05 PM
AI sent follow-up to David P. → Confirmed booking
2 days ago
AI
Your AI Assistant
Preview — live on your site 24/7
Hi! I'm here to help. What can I do for you?
Elite Plan · 1-on-1 Strategy
Your next session is scheduled.
Direct access to our leadership team. We build and refine your growth strategy every month.
Jun 20, 2025 · 10:00 AM
Q3 Expansion — 2nd location
Jul 18, 2025 · 10:00 AM
Hiring plan & team ops
📈
Sessions Completed
8
Since onboarding
✅
Action Items Done
24
85% completion rate
🚀
Revenue Growth (YTD)
+38%
Since joining Elite
Past Session Recordings
May 2025 — Google Ads scaling strategy
Completed · Recording available
Apr 2025 — Pricing model review
Completed · 3 action items closed
Mar 2025 — Second truck ROI analysis
Completed · Decision made ✓
Your Growth Playbook
Systems built to scale with you — one truck or twenty, one city or ten.
Multi-Location ReadyUpdated Monthly
Your Playbook Modules4 Active
🚀
Location Expansion Framework
When to add a market, how to staff it, what to expect
›
👥
Hiring & Team Structure
Who to hire first, how to train them, how to keep them
›
💰
Pricing for Scale
How to price recurring, commercial, and volume contracts
›
📊
KPI Dashboard (Multi-location)
Track performance across all markets in one place
›
📍
Current Markets
2
Dallas + Fort Worth
🎯
Next Target
Plano
Q3 2025 target
📈
Projected YE Revenue
$840k
↑ On track
Monthly Report
June 2025 Performance
Prepared by your ONSITE team. Ready for download.
📋
Leads This Month
14
↑ 4 vs May
📅
Jobs Booked
9
↑ 3 vs May
💰
Revenue Tracked
$8.4k
↑ 12% vs May
Report History
Month
Leads
Status
STARTER PLAN
$297/mo
Renews July 1, 2025
Professional Website Google Business Monthly Reports
What's Included
Upgrade Your Plan
Billing History
June 2025 — Payment received
$297
May 2025 — Payment received
$297
Apr 2025 — Payment received
$297

We're here when you need us.

Your account manager handles everything. Just send a message and we'll get back to you today.

SL
Sofia L. — Account Manager
Usually replies within 1 hour
Hey! I'm Sofia, your account manager. What can I help you with today?
Quick Actions
Request a website edit
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Billing question
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Common Questions
How do I request a change to my website?▾
Send us a message here or email your account manager. We typically turn around edits within 24–48 hours. For urgent changes, mark your message as urgent and we'll prioritize it.
When do I get my monthly report?▾
Reports are sent on the 1st of each month covering the previous month's performance. You'll also see them here in your portal under Reports.
How do I upgrade my plan?▾
Go to Plan & Billing in the sidebar or send us a message. Upgrades take effect immediately and are prorated for the rest of your billing period.
Can I cancel anytime?▾
Yes — no contracts. Send us a message at least 5 days before your next billing date and we'll handle it. No penalties, no questions asked.
How do I get a phone call with my account manager?▾
Message Sofia here and she'll send you a calendar link. Full OS and Elite clients have priority scheduling with same-day availability.