Field Service Software Integrations
Payments accepted in the truck, on the job, at the customer's door.
Mobile payment integrations across ServiceTitan, Housecall Pro, Jobber, FieldEdge, and custom field service platforms — tuned for HVAC, plumbing, electrical, and home services.
What this integration does
- Techs collect card, ACH, and tap-to-pay payments on the mobile app in the field.
- Payment posts to the job and invoice automatically.
- Recurring maintenance plans run against tokenized cards on file.
Problems it solves
- Techs calling in card numbers to the office.
- Invoices closed in the field but not paid until office follow-up.
- Maintenance memberships tracked in a spreadsheet.
- Payment device breakage on the truck slowing down closes.
Typical data flow
- 1Job created in the field service platform.
- 2Tech collects payment via mobile card reader or tap-to-pay phone.
- 3Payment posts to the invoice and technician commission in real time.
- 4Recurring plans process automatically on schedule.
Business benefits
- Cash collected on the job, not chased later.
- Fewer disputes because the customer signed at the truck.
- Maintenance memberships that actually renew.
- Simpler office workflow at end-of-day.
Implementation Process
- 1
Field Workflow Audit
We ride along conceptually with dispatch, tech, and office.
- 2
Hardware + App Config
Readers or tap-to-pay phones configured with the field app.
- 3
Roll Out by Team
Techs onboard in waves with hands-on training.
Compatibility
- • Certified integrations with major field service platforms.
- • Mobile card readers (Bluetooth or Lightning) and tap-to-pay phone options.
- • Offline transaction store-and-forward where supported.
Security considerations
- • P2PE-encrypted mobile readers where available.
- • Tap-to-pay uses secure element on the phone; card data never enters the app.
- • Tokenized cards for maintenance plans stored in the gateway vault.
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Learn moreRelated industries
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Learn moreRelated case studies
All case studies →80% drop in manual entry.
Frequently asked questions
Do techs need a card reader?+
Not always. Tap-to-pay on modern phones works for card-present rates in many cases.
What about no-signal jobs?+
Store-and-forward keeps working; transactions sync when signal returns.
Can maintenance plans run on ACH?+
Yes. ACH is a strong fit for annual and monthly maintenance plans.
How are refunds handled?+
From the office or field app, with audit trail back to the original charge.
Book an integration consultation
Tell us about your current stack — we'll return a written integration plan with scope, timing, and next steps.
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Book a working session focused on field service software integrations. Clear recommendations, no obligation.
- • 150+ software platforms reviewed
- • 1,500+ merchant environments evaluated
- • Under 24-hour average response time
- • 7–14 business day onboarding