Lock In HVAC Maintenance Contracts And Track Recurring Revenue
HVAC maintenance plans are your most predictable revenue stream. Field Onboard automates service agreements and converts one-off service calls into signed annual maintenance contracts — so your recurring base keeps growing.
Common Challenges
Clients Skip Annual Maintenance Plans
Without a clear recurring offer after a service call, most clients only call when something breaks. A signed maintenance plan changes that.
Agreement Paperwork Is Manual
Sending contracts by hand after every service call takes time your team doesn't have. Field Onboard automates the entire process.
No Clear View Of Contracted Revenue
You have a sense of your maintenance base, but not a precise number. Field Onboard gives you live ARR and MRR from signed agreements.
How Field Onboard Helps
Built For HVAC Maintenance Businesses
Auto-Send Maintenance Agreements
When an HVAC quote is approved, Field Onboard sends a branded service agreement — covering tune-up frequency, priority response, and pricing.
Convert Service Calls To Maintenance Plans
After a one-off repair or service call, Field Onboard automatically sends an annual maintenance plan offer via SMS.
Track Contracted Maintenance Revenue
See your projected ARR from active HVAC maintenance agreements — broken down by client, plan type, and renewal date.
Everything Included
One Platform. Every Tool Your HVAC Maintenance Business Needs.
No add-ons. No extra tiers. Every Field Onboard feature is included — from automated agreements to live revenue tracking to recurring conversion.
- Automated service agreement delivery
- Branded PDF templates per job type
- Legally binding e-signatures (ESIGN/UETA)
- Signed PDF storage and download
- Live ARR and MRR dashboard
- Automated SMS recurring conversion sequences
- 5-stage visual conversion funnel
- CRM sync on client conversion
Ready To Automate Your HVAC Maintenance Business?
Set up Field Onboard in minutes and send your first automated agreement today.