Turn Every Window Cleaning Quote Into A Signed Agreement — Automatically
Window cleaning businesses run on repeat customers. Field Onboard automates your service agreements the moment a quote is approved and converts one-off cleans into recurring route stops — without any extra admin.
Common Challenges
Clients Cancel After a One-Off
You do the job, they're happy, then you never hear from them again. Field Onboard follows up automatically with a recurring service offer before they forget you.
Paperwork Slows You Down
Chasing signatures between jobs eats into your schedule. Automated agreement delivery means clients sign before you even show up.
No Visibility Into Recurring Revenue
You know how many jobs are on the schedule, but not how much recurring revenue is locked in. Field Onboard gives you that number in real time.
How Field Onboard Helps
Built For Window Cleaning Businesses
Auto-Send Service Agreements
The moment a window cleaning quote is approved in your CRM, Field Onboard sends the right agreement — residential, commercial, or recurring route.
Convert One-Off Clients To Recurring
After a one-off window clean, Field Onboard automatically sends a personalized recurring service offer via SMS — turning single visits into monthly or quarterly route stops.
Track Your Route Revenue
See your projected monthly and annual recurring revenue from signed agreements — so you can plan routes, staff, and growth with confidence.
Everything Included
One Platform. Every Tool Your Window 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 Window Cleaning Business?
Set up Field Onboard in minutes and send your first automated agreement today.