Everything Included
All Features
Field Onboard is purpose-built for home service businesses — every feature works together to automate agreements, grow recurring revenue, and convert one-off clients into long-term customers.
Core Features
Service Agreements
Auto-send branded agreements the moment a quote is approved. Collect e-signatures without lifting a finger.
Learn MoreRecurring Revenue Metrics
Track your ARR, MRR, and collected income in real time — calculated live from your active service agreements.
Learn MoreRecurring Conversion
Turn one-off jobs into recurring clients with automated SMS sequences and a 5-stage visual conversion funnel.
Learn MoreAgreement Automation
Instant Agreement Delivery
Agreements fire the moment a quote is approved — no manual steps, no delays.
Branded PDF Templates
Build templates with your logo, terms, and field definitions. One per job type.
Legally Binding E-Signatures
ESIGN and UETA compliant. Clients sign from any device — no account needed.
Smart Automation Rules
Map specific agreement templates to specific job types — triggered automatically.
Signed PDF Storage
Every signed document is stored and downloadable for you and your client anytime.
Agreement Status Tracking
See every agreement at a glance — pending, signed, expired, or archived.
Revenue Intelligence
Projected ARR
Your 12-month annual recurring revenue projection, updated live as agreements change.
Projected vs. Collected Income
A rolling chart comparing what you should collect against what actually came in.
Active vs. Lapsed Clients
Instantly see how many clients are on active recurring agreements vs. dropped off.
Per-Client Revenue History
Drill into any client to see their projected value, LTV, and full agreement history.
Revenue Dashboard
All your key metrics — ARR, MRR, LTV, active jobs — in a single live view.
Recurring Conversion
Automated SMS Sequences
Personalized recurring service offers sent via SMS after one-off job completion.
Branded Recurring Signup Form
Clients pick their preferred frequency and schedule — no account needed.
5-Stage Visual Funnel
Track every lead from "Waiting" through "Converted in CRM" in one view.
Warm Lead Tracking
See who clicked the link, who submitted a request, and who is ready to convert.
Request Management
Recurring service requests are collected and surfaced for your team to review.
CRM Sync on Conversion
Converted clients are pushed back to your CRM automatically — schedule stays in sync.
Platform & Integrations
Jobber Integration
Connect your Jobber account in minutes. Quotes, jobs, and contacts sync automatically.
Real-Time Notifications
Get alerted when an agreement is signed, a lead clicks through, or a client converts.
Role-Based Access
Control who on your team can view, send, or manage agreements and revenue data.
Mobile-Friendly
Clients sign agreements and submit recurring requests from any phone or tablet.
Everything You Need, Ready To Go
Every feature is included — no add-ons, no tiers. Connect your CRM and start automating today.