Field Service Payment App

Use Cases

Take payment at the point of service instead of following up afterward.
Provide your customers with their choice of payment method, from tap-to-pay and chip readers to offline payments and checks.
Real-time accounting and reconciliation for businesses on the move.
Identify stellar salespeople or technicians with real-time metrics on closes, wins, and upsells.

Utilize the Virtual Terminal to accept or authorize payments straight from a Work Order in Salesforce.
Embed the Virtual Terminal in Experience Cloud, allowing your customers to manage their accounts and payments.
Accept cash, checks, and credit cards with our tap-to-pay feature in our Mobile Payments app.
PayLink allows customers to submit PCI-compliant payments from virtually any device.
Our Mobile Payments app ensures all your transactional data flows straight into Salesforce - even while offline!

Success Story

American Leak Detection (ALD) needed to process payments in the field by their technicians, beginning with the Salesforce Field Service mobile application and ending with their CRM.

Products
Adopted:

CHALLENGES:

Needed a Salesforce-native payments solution to complement their rollout of Salesforce across headquarters & franchises
Decentralized processes and systems for capturing payments in the office and in the field
Difficulty with accounting reconciliation due to the disparate systems and processes
Flexibility to record many payment types in addition to credit card (Check, Cash, ACH)

SOLUTIONS:

Salesforce Field Service with Blackthorn Mobile Payments
Utilizing Stripe with Terminal Readers (Tap-to-Pay)
Virtual Terminal for in-office processing of payments in CRM
PayLink is used to send links for payment on past-due invoices
Packaged reconciliation reporting with Stripe Payouts within Salesforce

Field Service Suite

Subscriptions. Mobile pay. Real-time data.

Collect mobile card reader payments
Easily accept payments in Salesforce Communities
Generate online pay links

Automate Salesforce Text Messaging.

Send personalized text messages
Set automated message triggers
Schedule future messages

Data Security. Maintain PCI compliance.

Detect patterns in data
Secure PII to maintain compliance
Schedule automatic audits

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Field Service

Modernize your In-the-Field Payment Process.

Customers

Enable Your Field Service Team

Use Cases

Utilize the Virtual Terminal to accept or authorize payments straight from a Work Order in Salesforce.

Embed the Virtual Terminal in Experience Cloud, allowing your customers to manage their accounts and payments.

Accept cash, checks, and credit cards with our tap-to-pay feature in our Mobile Payments app.

PayLink allows customers to submit PCI-compliant payments from virtually any device.

Our Mobile Payments app ensures all your transactional data flows straight into Salesforce - even while offline!

Success Story

American Leak Detection (ALD) needed to process payments in the field by their technicians, beginning with the Salesforce Field Service mobile application and ending with their CRM.

CHALLENGES:

SOLUTIONS:

Field Service Suite

Subscriptions. Mobile pay. Real-time data.

Automate Salesforce Text Messaging.

Data Security. Maintain PCI compliance.

Interested in Learning More?

Unveil how our apps, in solo or harmony, can accelerate your success!

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