BVField App
Client Onboarding, BV-OB-01
v1.0
Get your team on BVField App
The end-to-end field sales operating system built for window replacement. In the next few minutes, we'll configure your account, select your plan, and get you live.
Field CaptureAppointments, measurements, and photos in one form
Instant QuotesBranded PDF quotes generated on-site
Email DeliverySend quotes to customers before you leave
Collect DepositsSecure payment collection via Stripe
1
Company Information
Tell us about your business
Company Name *
Primary Contact Name *
Title
Email *
Phone *
Website
Service Territory *
How did you hear about BVField App?
2
Team Size & Plan
Select the right fit for your team
Number of Field Sales Reps *
Current CRM
Recommended
Standard
1 to 9 reps · Single market
$2,950
One-time setup
$149 /rep/mo
Monthly per seat
6-month minimum · then month-to-month
Recommended
Growth
10 to 99 reps · Single or multi-market
$7,500
One-time setup
$139 /rep/mo
Monthly per seat
12-month minimum
Recommended
Enterprise
100+ reps · Nationwide or multi-region
$16,500
One-time setup
$129 /rep/mo
Monthly per seat
12-month minimum
What's Included
Platform configuration, product catalog build, quote and email template branding, rep account provisioning, training session, and launch support. Works with or without a CRM: if you have one, a CRM connection is available as an add-on and appears in your quote when you name your system above. Full setup fee breakdown appears in your quote on Step 5.
3
Product Catalog Scope
Which manufacturers does your team sell?
Select All That Apply *
Estimated Product Lines
Custom Products?
Additional Notes
4
Terms & Conditions
Review before proceeding

Scope of Service

BVField App provides an end-to-end field sales operating system scoped to the sales appointment. The platform handles appointment capture, quote generation, branded PDF output, email delivery, and deposit collection. Client branding appears on all customer-facing output including quotes, emails, and payment links.

Setup & Onboarding

The one-time setup fee covers platform configuration, product catalog build from your manufacturer data, quote and email template branding, rep account provisioning, a live training session, and launch support during your first week. A CRM connection, when selected, is a separate add-on priced by plan and scoped to the system named at signup.

Monthly Subscription

Per-rep monthly fees are billed on the 1st of each month. Seat count adjustments (additions or reductions) take effect on the next billing cycle with 15 days' written notice.

Commitment Term

Standard plan: 6-month minimum commitment, then month-to-month. Growth and Enterprise plans: 12-month minimum commitment. Either party may terminate with 30 days' written notice after the minimum term.

Data & Security

All data is encrypted in transit (TLS 1.2+) and at rest. Infrastructure runs on Railway (hosting), Cloudflare R2 (file storage), Cloudflare (DNS, SSL, DDoS protection, WAF), Stripe (PCI-compliant payment processing), and Resend (email delivery). Your data belongs to you; full export available upon request at any time.

Intellectual Property

BVField App is proprietary software owned by Olive on Main Design Studio, LLC. Client receives a non-exclusive, non-transferable license to use the platform during the active subscription period. Client retains ownership of all customer data, photos, and business records entered into the system.

BVField App Service Quote
Generated
Prepared For
Company
Contact
Email
Territory
Plan Selected
Plan
Seats
Commitment
Setup Fee Breakdown
Platform configuration
Product catalog build
Quote & email branding
CRM connection
Training & launch support
Total Setup Fee
Monthly Recurring
Per-seat rate
Seats
Monthly Total
Year 1 Total
Tax Treatment
SaaS subscriptions do not require depreciation or Section 179 election; the full cost is written off as an operating expense. Consult your tax advisor for specifics.
Secure Your Spot
Setup deposit to begin onboarding
Setup Deposit
A 50% deposit on your setup fee reserves your onboarding slot and kicks off catalog build and platform configuration. The remaining balance is due at launch.
50% of setup fee · Applied to total
Sign the Agreement
Your signature accepts the plan, setup fee, monthly subscription, and commitment shown in your quote as a binding agreement between and Olive on Main Design Studio, LLC. You will then be taken to pay the deposit of .
Full legal name *
Signature *
Secure payment processed by Stripe. You'll receive a receipt by email immediately.
Questions? Contact shauna@bvfieldapp.com
What Happens Next
After your deposit, you'll receive a welcome email with next steps. We'll schedule a kickoff call to collect your product catalog data and branding assets, then begin building your BVField App instance. Typical setup time is 5 to 10 business days depending on catalog complexity.