Hold a card on file before the truck rolls. If the diagnostic turns into a repair, the auth converts — no second swipe needed.

Collect a deposit at booking, a progress payment at equipment delivery, and the balance on completion — all tracked automatically in Salesforce.

When the new system is running and the tech closes the job, the final payment panel opens automatically. No separate invoice step.

Customer approved a return visit? Charge the saved card in Salesforce without calling them back. Works for warranty adjustments and billable callbacks too.

Set it and forget it. Monthly or annual maintenance agreements auto-bill on schedule, with failed payment retries and customer notifications built in.

Generate a secure, branded payment link from any Salesforce record and fire it off by email or SMS. Customer pays on their phone, ledger updates in seconds.

When customers call in to pay, your office staff enters card details into a PCI-compliant Salesforce screen — no clipboard, no sticky notes, no liability.

Send customers a portal link where they enter their own card details. Your tech never touches payment info — reducing PCI scope and speeding up the job close.

Seamlessly handle big-ticket heating and cooling system installations. Process upfront equipment down payments or collect recurring loan installment payments safely within your Salesforce org.