Branded Customer Onboarding

Turn a signed deal into
a scheduled first visit.

The moment a deal is signed, your customer gets a link to a branded onboarding page that walks them from location and service selection through scheduling, terms, payment, and confirmation — every step pulled from FieldRoutes, so nothing gets typed twice.

Free to start, no credit card required. Pay only for what you use, when you're ready.

Launchpad's seven-step onboarding wizard showing a new customer's setup flow
What It Does For You

From signed deal to first visit, without the busywork

A branded onboarding flow that does the handoff work for you and your customer.

Branded multi-step wizard

Location, service, info, schedule, terms, payment, confirm — all on a clean page with your company’s name on it.

Zero double-entry

Property and service details pull straight from FieldRoutes, so nothing gets typed twice and nothing gets lost in the handoff.

Published in seconds

A branded landing page, built the moment the deal is signed — no design work, no waiting on IT.

Signed deal → first visit

Closes the gap between contract and first scheduled appointment, so new revenue starts flowing sooner.

How It Works

Live in three steps, no double-entry

If you can share a link, you can onboard a customer.

1

Connect FieldRoutes

Customer, property, and service data are ready the moment you need them.

2

Pick the flow

Choose which onboarding steps each customer needs, branded with your company.

3

Share the link

The moment a deal is signed, your customer walks through scheduling and payment without a single manual re-entry.

Results

Faster onboarding means faster first revenue

3x
Faster new customer close
$47k
Avg. annual revenue gained
18%
More renewals retained
30%
Less windshield time per tech
SOC 2 Compliant
99.9% Uptime SLA
500+ Field Teams

Turn today's signed deal into a scheduled first visit

Give every new customer a branded onboarding experience — and take the double-entry out of your day.

Free to start, no credit card required. Pay only for what you use, when you're ready.