Skip to main content

FAQ

Help5 min read

Short answers for the questions that come up after you are in a workspace. For first-time setup, use Getting started. For a full walkthrough, open the linked guide.

When this area is the right place​

Use this page when you need a pointer, not a procedure.

Do not use it as the invite, quote, or Xero how-to. Those live on the guides linked below.

Account and access​

Why can I not invite someone?​

Open Workspace settings → Users. Only people with user-management rights (typically Owner or Admin) see Invite User. Ask an admin, or see Roles & permissions.

Do not invite a customer as a workspace seat. Add them as a Customer contact on Job → Team (Add Member).

Click the workspace name at the top of the sidebar. Under Your Workspaces, pick the company you need. Job-only collaborator access (client or trade) is not the full workspace.

I cannot see a job or tab I expect​

Two usual causes:

  • Your role lacks that scope (for example finances or integrations).
  • The module is off under Workspace settings → Features (for example Enable sales pipeline, Enable bills & expenses, Enable timesheets). Estimating and developments are coming soon.

Dates, PDFs, and billing​

Why do dates or times look wrong?​

Set Timezone, Date format, and Time format under Workspace settings → Preferences. That is the team default. Check the device clock as well. There is no separate date format on Account settings.

The logo or address on a quote PDF is wrong​

Fix Workspace settings → Details & location: Company name, Upload logo, and the business address. Use a PNG. Choose Save changes, then open the quote or invoice again.

Bank details and Default VAT rate (%) are on Financial (page Quotes & invoices). See Quotes.

Who can change the SiteHut plan?​

The workspace Owner, or a role with billing manage. Open Workspace settings → Plan & subscription. Paddle bills SiteHut. Client invoice cards are Card payments with Stripe. See Plan & subscription.

Integrations and keys​

Where do I get an API key?​

  • Workspace scripts: Workspace settings → Integrations → API keys → Generate key. See Integrations.
  • Tools that must act as you: Account settings → API Keys → Generate Key.

How to send a request: API overview.

Xero will not connect​

The Accounting with Xero card only shows when the workspace country is the UK. Use Connect to Xero, then Automatic sync and Account & tax mapping. See Xero. QuickBooks is on the same Integrations page.

On site​

Can I work without a signal?​

On a phone, My Work can queue site diary, snag, expense, and order request until you are back online. Invoices, Gantt edits, and most other screens need a live connection. There is no native App Store app; add the PWA if the browser offers it. See Site diary.

Still stuck?​

Email support@sitehut.app with your workspace name, what you were trying to do, and a screenshot if you can.

Self-hosted Xero OAuth errors

SaaS workspaces only need Connect to Xero. If you run SiteHut yourself and login fails with an invalid-scope error, the Xero app scopes are documented on Xero under extras. That is not the usual SiteHut.app path.