Turn Every Job Into A Signed Agreement
And Recurring Revenue.
Field Onboard connects to your CRM and automatically sends service agreements the moment a quote is approved — then works to convert every one-off client into a recurring customer.
Quote
Approved
Agreement
Auto-Sent
Revenue
Secured
Everything in One Place
Built For Home Service Businesses
Three powerful systems that work together to close more agreements, retain more clients, and grow recurring revenue.
Service Agreement Onboarding
The moment a quote is approved in your CRM, Field Onboard automatically sends a branded service agreement for your client to sign — no manual follow-up needed.
- Instant agreement delivery on quote approval
- Branded PDF templates you control
- Legally binding digital e-signatures
- Signed documents stored and downloadable
Recurring Revenue Metrics
Know your ARR, MRR, and collected income at a glance. Field Onboard turns your active agreements into a live revenue forecast — no spreadsheets required.
- 12-month ARR projection from active agreements
- MRR split by recurring and one-off revenue
- Projected vs. collected income tracking
- Per-client revenue history and lifetime value
One-Off to Recurring Conversion
After a one-off job is completed, Field Onboard automatically reaches out with a personalized recurring service offer — turning single visits into reliable monthly revenue.
- Automated SMS sequences post-job
- Customer-facing recurring signup form
- Visual conversion funnel dashboard
- Warm lead and converted client tracking
Service Agreements
From Approved Quote To Signed Agreement In Seconds
The moment a quote is approved, Field Onboard automatically sends the right service agreement to your client — no manual steps, no delays, no chasing.
- 1Quote Approved in Jobber
Your customer approves the quote. Field Onboard detects it instantly.
- 2Right Template Selected
Your automation rules match the job type to the correct agreement template.
- 3Agreement Sent to Client
A branded agreement with a signing link is delivered — no account needed.
- 4Client Signs Electronically
Legally binding e-signature in under 2 minutes from any device.
- 5Signed PDF Stored Instantly
Both parties get a copy. The agreement is logged and downloadable anytime.
Revenue Intelligence
Know Your Numbers Without The Spreadsheets
Field Onboard turns your signed service agreements into a live revenue dashboard — showing your ARR, MRR, and collected income in real time.
Projected ARR
Your 12-month annual recurring revenue projection — calculated live from active service agreements. Always current, always accurate.
Projected MRR
Monthly recurring revenue broken down by projected vs. collected, split between recurring and one-off jobs — in a single view.
Active Recurring Jobs
The number of clients currently on signed recurring service agreements — your true recurring revenue base.
Average Customer LTV
The average lifetime value of a recurring client based on agreement history — so you know exactly what each signed client is worth.
Your ARR And MRR, Always Up To Date
Field Onboard pulls live data from your CRM and signed agreements to project exactly how much revenue is scheduled to come in — broken down by month, job type, and client. No manual entry. No stale spreadsheets. No guessing.
Explore Revenue MetricsProjected ARR
Monthly Recurring
$10,375
Recurring Conversion
Every One-Off Job Is A Recurring Revenue Opportunity
Most home service businesses lose recurring revenue opportunities because they never follow up after a one-off job. Field Onboard does it automatically — with a personalized SMS offer and a dead-simple recurring signup form.
Simple Setup
Up And Running In Minutes
Connect your CRM, set your rules, and Field Onboard handles the rest.
Connect Your CRM
Link your Jobber account in minutes. Field Onboard syncs your quotes, jobs, and contacts automatically — no manual data entry.
Build Your Templates
Create branded agreement templates for each service type. Set the terms, add your logo, and define the fields your clients need to complete.
Set Your Automations
Tell Field Onboard which template to send when a quote is approved, and when to trigger recurring service offers after one-off jobs complete.
Watch Revenue Grow
Signed agreements flow in, recurring clients build up, and your revenue dashboard updates in real time. Less admin, more income.