Field Onboard

For Home Service Companies With Recurring Service Potential

Want To Become A Product Tester For Our Service Agreement Onboarding System?

FieldOnboard turns approved quotes into a simple, owner-controlled service agreement flow so you can lock in recurring service plans that stabilize revenue, improve staffing predictability, give your team more consistent hours, and make the business easier to scale and sell.

I use it in my own window cleaning & pressure washing company and I've been able to efficently close recurring customers with real, e-signature compliant agreements.

Why Do I Want Product Testers?

I'm not looking for paid users right now. Instead, I want to run a trial period to test the product across multiple home service industries that would be the right fit.

My goal is to generate data and see how well the product performs across various industries & company structures.

I would also like to have a group of similar businesses that I can speak with for about 10-15 minutes every week or two, to see what can be improved, iterated or changed about the product.

I am not looking to collect any money from you right now. I simple want to implement the product into your business, so we can test the effects & value it provides.

I will be running this software within my own 3 home service companies. I have a window cleaning & pressure washing company, a holiday light installation company, and a pool cleaning company.

All 3 of these companies are a perfect fit for this product. I will be using them to test the validity of the software.

Apply To Become A Product Tester

How This Product Helped My Own Exterior Cleaning Company Boost Recurring Revenue

When I first started my window cleaning & pressure washing company, I was not focused on collecting recurring service agreements. That year, I serviced many properties. However, going into the next year, I had very few customers on the schedule from the previous year.

This meant I had to spend the same amount on ads to acquire the same amount of customers. I decided I would restructure my business to focus on obtaining these recurring service agreements. This way, I would not have to stress about where my next dollars are coming from.

Using my knowledge in Webflow, I built out a service agreement onboarding system within my existing website.

I then connected the system to my sales platform, GoHighLevel. I also changed around my marketing, quoting & sales process to properly frame the customer around the recurring service.

The result? A smooth, branded, customer facing service agreement onboarding system that actually worked wonders. In just the first 1.5 months of 2026, I've closed over 40 recurring service agreements, with an average ticket of $560/visit. We're not even in the peak season yet.

Despite the early success, there were some basic issues that could be improved about the overall system.

I decided I would package the product, improve it based on my own experience, and try to give it to other similar businesses.

After getting a substantial amount of development finished, I filed the articles of organization for Field Onboard LLC.

Apply To Become A Product Tester

A Little About My Actual Home Service Companies

For the past 3 years, I've been running my own window cleaning and pressure washing company called Window Cleaning Bay Area. I started it in highschool going door-to-door. I began learning digital ads, testing creatives extensively and I found a bread & butter way to attract high value clients for low acquistion cost.

As I mentioned before, I was able to quickly obtain high value clients, but I was not properly structured to RETAIN them.

During the time I did not have this type of service agreement system within my business, I lost tens if not hundreds of thousands in recurring job value going into the next year.

After implementing this system, I've been able to reframe my marketing, quoting & sales process in a way that makes the customer aware of the recurring service. These customers are prepared to sign up before I even service them.

I also have a christmas light installation company called Christmas Lights Bay Area.

Unfortanetly, I've started that service recently and did not have time to use my new service agreement system within it.

I plan to push all christmas light instllation quote approvals through Field Onboard, this way I can send service agreement to their phone number & email.

It will present them a branded signing experience, where they can read & digitally sign the agreement. Both the service provider & the customer can download the agreement.

It will allow me to lock in christmas light installation customers for multi-year contracts, allowing me to create a recurring revenue machine that actually retains it value more than just materials and a customer list.

Apply To Become A Product Tester

How To Know If You're A Good Fit For This Type Of Software

If you're in a industry such as:

Target Services (Or Similar):
‍
-Window Cleaning
-Pressure Washing
-Lawn Care
-Landscaping
-Pool Cleaning
-Christmas Light Installation
-Pest Control
-Gutter Cleaning
-House Cleaning (Maid Services)
-Pet Waste Removal
-Carpet Cleaning
-Garage Door Repair/Maintenance
-Solar Panel Cleaning
-Painting
-Snow Removal
-Dryer Vent Cleaning
-Air Duct Cleaning
-Chimney Sweeping
-Junk Removal
-Trash Can Cleaning
-Car Detailing

Are you currently collecting service agreements?

If so,
‍
Are you stuffing your service agreement inside the contract/disclaimer part of your quote?

Are you using an expensive, manual platform like DocuSign?

Are you having customers phsyically sign on paper?

Are you sending a PDF to your customer and asking them to sign the agreement then send it back to you?

Are you operating on verbal or "hand-shake deals"?

If you're not currently collecting service agreements, then you have to ask yourself as a business owner, why?

Your spending money on ads every month, and without service agreements or a way to lock in recurring work, you'll continue to spend money on ads just to keep the business running.

By collecting real, signed agreements, you also create immense company value, as you have a customer list that is actively producing revenue on a scheduled basis.

Apply To Become A Product Tester