Recurring Conversion
Turn Every One-Off Job Into a Recurring Customer
Most home service businesses leave money on the table after a one-off job. Field Onboard automatically reaches out to those clients with a personalized recurring service offer — turning single visits into reliable monthly revenue.
How It Works
A Complete System For Recurring Conversion
Automated SMS Sequences
After a one-off job is completed, Field Onboard automatically sends a personalized recurring service offer via SMS — at exactly the right time.
Branded Recurring Signup Form
Clients tap the link in the SMS and land on a branded form to choose their preferred service frequency and schedule. No account needed.
Visual Conversion Funnel
Track every lead through a 5-stage funnel: Waiting → Sequences Sent → Link Clicked → Request Submitted → Converted in CRM.
Warm Lead Tracking
See which clients have clicked the link, which have submitted a request, and which are ready to convert — all filterable from one view.
Request Management
Recurring service requests from clients are collected and surfaced in Field Onboard for your team to review and approve.
CRM Sync on Conversion
Once a client converts, their recurring job details are pushed back to your CRM — so your schedule and billing stay in sync automatically.
The Conversion Funnel
See Exactly Where Every Client Stands
Field Onboard tracks every one-off client through a 5-stage funnel so you always know who's close to converting and who needs a nudge.
5-Stage
Visual Funnel
Automated
SMS Outreach
Live
Conversion Rate
Auto-Sync
Back to CRM
Your Conversion Rate, Always Visible
Field Onboard shows your overall recurring conversion rate at the top of the funnel, so you can track improvement over time and double down on what works.
- 1Waiting
One-off job completed — client enters the conversion pipeline.
- 2Sequences Sent
Automated SMS sequence delivered to the client.
- 3Link Clicked
Client clicked the recurring service link — warm lead confirmed.
- 4Request Submitted
Client filled out the recurring signup form.
- 5Converted in CRM
Recurring job created and synced back to your CRM.
What Changes
One-Off Revenue Becomes Recurring Revenue
No More Lost Leads
Every one-off client enters the conversion funnel automatically — you don't have to remember to follow up.
Higher Client Retention
Clients who sign up for recurring service stay longer, spend more, and refer more — the compounding effect of conversion.
Predictable Monthly Revenue
Each converted one-off client adds to your MRR — building the stable revenue base your business needs to grow.
Start Converting One-Off Jobs Into Recurring Clients
Set up your first conversion sequence in minutes — no manual follow-up required.