Field service software that handles the money too
For HVAC, plumbing, electrical, roofing and solar. Estimate, e-sign, deposit, progress billing, final payment at the door, and maintenance memberships that bill themselves. Payments are built in: Basic is $99/mo and we credit it back on your monthly processing statement while you process with us, so the software is on us.
From estimate to final payment, no paperwork
A $9,000 replacement and a $180 service call run through the same office. The edition handles both: long nurture and deposits on the big ones, pay-at-the-door on the small ones.
What the AI does for a contractor
The way the owner in the truck would describe it.
Big invoices, small fees
Every contractor's merchant account is in their own name with our sponsor-bank processing partner; we are the referring agent. Your stored cards and customer records move with you as tokens and exports if you ever leave.
Interchange-plus with one small, disclosed margin, and you save on card fees versus flat-rate pricing: send a statement and we show the math. Or a compliant dual-pricing program that posts a cash price and a card price up front.* For the large commercial invoice, ACH at a flat per-item fee instead of a percentage beats both.
- Text-to-pay, tap-to-phone and Bluetooth readers for every truck (hardware)
- Deposits, draws and finals from the signed estimate
- ACH at a flat per-item fee; you decide whether the payer covers it (ACH). Returned payments pass the processor's return fee through at cost, with two automatic retries
- Card on file for memberships and installment schedules, with smart retries
- Level 2/3 data for property managers paying on corporate cards
- Consumer financing through referral partners; no lending by us
- No PCI program fee, no statement fee, no annual fee
Everything we accept, A to Z →
Payroll for your staff runs on the same login — see payroll.
*Where a surcharge is used instead of dual pricing, it is capped at the lesser of 3% or your actual cost of acceptance (2% in Colorado and Oklahoma), and debit cards are never surcharged. Dual-pricing and cash-discount programs are subject to card-brand rules and state law and are not available everywhere.
The contractor stack, on one bill
Tools a field service company typically pays for separately.
Which plan fits
Most contractors run Pro ($299/mo, or $249/mo billed annually): the quote nurture, maintenance memberships, the AI receptionist and unlimited users for techs and office staff. A one-truck operation can start on Basic ($99/mo, credited back on your processing statement while you process with Merch FinTech) with estimates, invoicing, texting and the mobile app. Pro is credited back at higher processing volumes. See pricing.
A dedicated field service brand is next on our brand roadmap. This edition is live today, with the contractor workflows pre-built, and your account carries over with you. Need it built around how you run? Custom builds from $1,999.
Field service questions
Can techs take payment on site without a separate reader?
How does progress billing work on a $30,000 job?
Why ACH for large invoices?
Can customers finance a replacement system?
Does it handle maintenance agreements?
Get paid before the truck leaves
Send a statement and we'll show the fee line next to the software you'd stop paying for.
305-954-7362 · [email protected]