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Merchant Services

5.0★★★★★5,000+ Google reviews

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No contracts · Unlimited support · Cancel anytime

Faster
Access to your funds
Secure
Card payments from invoices and bookings
Flexible
Card, online and in person
Connected
Payments logged to the customer record

How merchant services work with your platform

Pay from the invoice

Customers pay by card from the invoice link, on any device, and the payment posts to the record.

Deposits at booking

Collect a deposit or full payment when an appointment is booked online.

Online ordering and ecommerce

The same processing behind your online ordering menu or product store.

Gateway integration

Connect to your point of sale through gateways like Square and Stripe.

Fast funding

Improve cash flow with faster fund transfers to your bank.

Reporting

Money collected is part of your monthly report and visible in the platform any time.

Top Roofing and Contracting
★★★★★
Customers can make an appointment directly from the website, 24 hours a day. Peyton can send accurate estimates quickly, and the business has received over $1.4 million in customer payments through the platform.
Top Roofing and ContractingKernersville, NC · Case study
Read the case study

Payment questions

What are the rates?

Rates are quoted for your business based on volume and card mix. Ask your team for a quote.

Can I take payments in the field?

Yes. Send the invoice from your phone and the customer pays on theirs, or take the card on the spot in the app.

Is it secure?

Payments run through a PCI-compliant gateway. Card details are never stored on your device.

Is there a long-term contract?

No. Merchant services is month to month. We work to earn your business every month rather than locking you in.

Who do I talk to when I have a question?

A US-based support team and a dedicated relationship manager who knows your account. Call (210) 480-6345, Monday to Friday, 9am to 5pm Central, or message us from inside your platform.

How do I see what it is doing for me?

Every month you receive a report covering site visits, leads captured, estimates and invoices sent, money collected, messages and appointments. You can also sign in to your platform at any time.

Mobile app

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Good morning 4 things need you today New lead · GoogleTap to respondBooking confirmedTap to respondInvoice paid $769Tap to respondNew 5★ reviewTap to respond Open dashboard

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