Learn Center
How Field Onboard Works
Step-by-step guides to help you set up your workspace, send agreements, and automate your workflow.
Setting Up Your Workspace
Walk through the five-step setup wizard to get your workspace ready.
Understanding Your Dashboard
Learn what each section of your workspace dashboard shows you.
Reporting & Analytics
Explore KPI dashboards, pipeline metrics, and revenue projections.
Creating Agreement Templates
Upload PDFs, place signing fields, and publish reusable templates.
Sending Agreements
Send one-off or bulk agreements to your contacts via email or SMS.
Agreement Statuses Explained
Understand what each agreement status means and how documents flow through them.
The Customer Signing Experience
What your customers see when they receive and sign an agreement.
Setting Up Automations
Create rules that automatically send agreements when quotes are approved.
SMS Follow-Up Cadence
Configure automatic text message reminders for unsigned agreements.
Creating Webhooks
Send agreement events to external tools for custom automations.
Connecting Jobber
Link your Jobber account to sync quotes, contacts, and jobs automatically.
Connecting HouseCall Pro
Set up your HouseCall Pro integration with API key and webhook configuration.
Managing Your Team
Add team members, assign roles, and manage workspace access.
Billing & Subscription
Manage your plan, payment method, and subscription status.
Managing Contacts
View, filter, and manage your customer contacts.
Understanding Recurring Jobs
Track recurring and one-off jobs, visit history, and projected revenue.