It's a form you embed on your own website that collects everything you need before the first visit — the property details, pets on site, the gate or lockbox code, and a card on file. A new client fills it out once, Claver builds their profile and vaults the card through Stripe, and your crew shows up prepared. It's included on Starter ($19/mo) with no add-on fee.
One form captures the four things a no-show, a locked gate, or a chargeback usually costs you. It all lands on the job before the truck rolls.
| What it captures | Where it lands | Why it matters |
|---|---|---|
| Property details | Customer profile + job | Address, square footage, unit count — the scope your tech needs |
| Pets on site | Access profile | Surfaced on the tech's job view so nobody opens the wrong gate |
| Gate / lockbox code | Access profile | No more "call me when you're outside" — your crew gets in |
| Card on file | Vaulted by Stripe | Charge the completed job, a deposit, or a recurring plan — no chasing |
| Contact & preferences | Customer profile | Name, phone, email, best time — the record starts complete |
All five flow straight into Claver the moment the client submits — no copying, no re-keying. See the full Starter feature list →
An embeddable client onboarding form is the intake step that turns a website visitor into a fully set-up client — before anyone is dispatched. Instead of trading texts to learn the gate code or running a card at the door, you collect it all once, up front, on a form that lives on your own site. In Claver, that form is included on the Starter plan at $19/mo.
It's a short, branded form you place on your own website. When a new client fills it out, Claver does the back-office work automatically: it creates the customer record, writes the property and access details into their profile, and securely vaults a card on file through Stripe. By the time you assign the job, the client is already complete.
The point is the order of operations. Most shops collect this information after the booking — in a phone tag, a "what's your gate code?" text, or a card swipe at the door that the customer wasn't expecting. The onboarding form moves all of that to before the first visit, where it's calm, on the record, and done once.
Two pieces work together here. The customer self-signup funnel and online booking with live pricing let a client pick a service, see a real price, and schedule. The onboarding form is the intake around it — property, pets, access, and a card on file — so the client isn't half-set-up when your tech arrives. Both are on Starter, and they're designed to be used together.
Setup is paste-and-go, and the day-to-day is hands-off:
The card is handled correctly: details are tokenized and vaulted by Stripe, never stored by Claver, and you never see the raw number. Claver runs on Stripe Connect through your own Stripe account, so the card on file and every payout belong to you — not to a middleman.
Any shop that visits a customer's property benefits, but a few trades feel it immediately:
This is the form's home turf. For a house cleaning, lawn care, pool service, or pest control business, recurring work lives or dies on access and a card on file. Collect the gate code, the pet situation, and the card before the first visit, and the route runs itself — your tech gets in, does the work, and the card is charged on schedule. No "the client wasn't home" gaps, no monthly invoice-chasing.
For dog walking and pet sitting, the onboarding form is doing exactly what the job demands: pets on site, gate and key access, and a card to bill the visit. The intake your trade already requires is now a form on your website instead of a clipboard.
For HVAC, plumbing, electrical, and handyman work, the win is the card on file and a complete property record before the diagnostic. You roll the truck knowing the address details and access, and you can take a deposit or charge the call without a card-not-present scramble at the door.
The embeddable client onboarding form is included on Starter at $19/mo — Claver's entry plan, with 2 users, flat monthly pricing, and no per-seat fees. There's no separate add-on charge for the form.
On Starter, the onboarding form sits alongside the rest of the front-of-house toolkit it's built to work with:
The form is included on Crew ($39/mo) and Business ($59/mo) as well — those plans add SMS, AI, dispatch and GPS, and more on top of everything in Starter. If the onboarding form is the feature you came for, Starter is all you need.
A few boundaries worth setting so you know what you're getting:
None of that changes what Starter's form is for: getting a new client fully set up — property, pets, access, and a card on file — before the first visit, for $19/mo.
Stop trading texts for gate codes and chasing cards after the job. Embed the onboarding form on your own site, collect everything before the first visit, and let your crew arrive prepared. It's on Claver's Starter plan at $19/mo, month-to-month. Browse the trades Claver is built for, or if you're comparing tools, see how the pieces fit in the field service software guide.
Embed the onboarding form on your own site, set new clients up in one pass, and charge from the card on file. Included on Claver Starter — $19/mo, month-to-month.