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

Products
Adopted:

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)

Field Service Suite