Service Agreement Onboarding
Send Agreements the Moment a Quote Is Approved
Stop manually following up on paperwork. Field Onboard connects to your CRM and automatically sends branded service agreements as soon as a quote gets approved — so clients can sign before the job even starts.
How It Works
Everything You Need To Close Agreements Faster
Instant Agreement Delivery
The moment a quote is approved in your CRM, Field Onboard fires off the right agreement automatically — no manual steps, no delays.
Branded PDF Templates
Build agreement templates that match your brand. Add your logo, define your service terms, and control exactly what clients see when they sign.
Legally Binding E-Signatures
Clients sign directly from their phone or computer. Agreements are compliant with ESIGN and UETA — the same legal weight as a handwritten signature.
Signed PDFs, Always Accessible
Every signed agreement is stored in Field Onboard and available to download at any time — for you and your client.
Smart Automation Rules
Map specific templates to specific job types. Window cleaning gets one agreement, recurring lawn care gets another — all triggered automatically.
Agreement Status Tracking
See exactly where every agreement stands — pending, signed, expired, or archived — from a single dashboard view.
The Workflow
From Approved Quote To Signed Agreement — Automatically
- 1Quote Gets Approved In Jobber
Your customer approves the quote through Jobber. Field Onboard detects this in real time.
- 2Field Onboard Selects The Right Template
Based on your automation rules, the correct agreement template is matched to the job type automatically.
- 3Agreement Is Sent To The Client
The client receives a branded agreement with a simple signing link — no account needed on their end.
- 4Client Reviews And Signs
They consent to sign electronically, review the document, and add their signature — in under 2 minutes.
- 5Signed PDF Is Stored And Available
Both you and the client get a copy. The signed agreement is logged in Field Onboard for your records.
Business Impact
What Changes When Agreements Are Automated
Faster Time To Signature
Clients sign while the approval is still fresh — not days later.
Higher Completion Rate
Automatic delivery means no agreements fall through the cracks.
Less Admin Time
Your team focuses on the work — not chasing paperwork.
Cleaner Records
Every signed agreement stored, searchable, and downloadable anytime.
Start Closing Agreements Automatically
Set up Field Onboard in minutes and send your first automated agreement today.