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
Unlock More
Ready to fill your schedule automatically?
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."
✓ Published
"Before & after: backyard overhaul in South Dallas."
📅 Scheduled
"Did you know? Weekly mowing keeps weeds away."
📅 Scheduled
"Summer is here. Book your lawn service today."
✏️ In Review
"Happy client spotlight — Marcus T. in Richardson."
📅
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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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.