Your mobile customer flow line in 4 easy steps:

Step #1. Attending to a scheduled estimate and mark it as won

Step #2. Scheduling a won estimate and attending the job

Step #3. Generating an invoice for a finished job

Step #4. Accept credit card payments for your work right on your phone

When the tech is collecting a payment for a completed job, the client can pay in many different ways, one of them is by credit card.

If you have version 3.4 or greater of the app, and you have enabled online credit card payment (powered by Stripe) inside the web application, you're all set.

Ready to give it a try? Here's how to accept a payment right from your mobile app.

On the Payments section of any unpaid invoice, you'll see a "Credit Card Payment" button.

Tap on it and enter details, just like any other payment.

Tap Scan Credit Card. No special hardware needed--the app securely uses your device's camera to scan the card and submit the payment.

Other payment types can still be recorded by tapping the "Other Payment Types" button on the payments screen.

We hope this helps you finally get rid of that glovebox full of checks you've been having to carry around.


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