The fastest way to learn Onyx One is to push one real job around the whole loop. Twenty minutes, and you will have seen everything that matters.
- Capture: a call becomes a job card in seconds, numbered with your prefix.
- Quote: build the quote from the job, GST correct, on your branding, and send it. Your customer approves it from a secure link with no account to create.
- Schedule: drag it onto the board or the planner. The crew see it on their phones.
- Work: the crew clock in from the job card, log photos and parts as they go, and the parts update stock automatically.
- Invoice: the finished job becomes a GST-correct A4 invoice in one tap. Ready to invoice only unlocks once the customer sign-off gate is satisfied.
- Paid: record the payment when it lands in your bank, and the job closes with its whole story attached.
The eight statuses tell you where everything is
New, Scheduled, On site, Pending, Incomplete, Completed, Ready to invoice, Invoiced. One glance at the board answers what needs scheduling, what waits on a customer and what is ready to bill.
Keep reading
- Your first week on Onyx OneWhat to set up on day one, what to leave until later, and how to get the crew running real jobs without a training day.
- Connect Claude or ChatGPT to your businessA two-minute setup, what your AI can and cannot do once connected, and why that boundary is enforced in the database.