Run A Tighter Pool Route With Automated Agreements And Revenue Tracking
Pool cleaning is a recurring service business at its core. Field Onboard makes sure every client is on a signed service agreement and gives you a live view of your route revenue — so you always know what's coming in.
Common Challenges
Verbal Agreements Create Disputes
Without a signed contract, clients push back on pricing changes and scope. Field Onboard puts every arrangement in writing — automatically.
Hard To Know True Monthly Revenue
You know your route size, but not your actual contracted MRR. Field Onboard calculates it live from your signed agreements.
New Clients Aren't Onboarded Consistently
Some clients get paperwork, some don't. Field Onboard automates the process so every new client is onboarded the same way.
How Field Onboard Helps
Built For Pool Cleaning Businesses
Automated Service Agreements
Every new pool cleaning client gets a branded service agreement the moment their quote is approved — covering frequency, pricing, and terms.
Live Route Revenue Dashboard
See your projected MRR and ARR from active service agreements — updated in real time as clients sign or churn.
Convert Trial Clients To Long-Term
After a trial clean, Field Onboard automatically sends a recurring plan offer via SMS — turning trial clients into signed route stops.
Everything Included
One Platform. Every Tool Your Pool Cleaning 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 Pool Cleaning Business?
Set up Field Onboard in minutes and send your first automated agreement today.