How do I take payment and a signature on site?
Short answer
Use the mobile app to charge a card or take a text-to-pay link and collect a digital signature on the same screen before the tech leaves. The invoice, signature, and payment all attach to the job automatically, so the office never has to chase a paper form or a follow-up call.
Before you start
- Payment processing set up on the account.
- The mobile app installed on field devices.
- An invoice or job total ready to charge.
- Signature capture enabled in job closeout.
Step by step
- 1
Generate the invoice from the job
Pull the total directly from the completed job rather than typing it manually.
Manual totals introduce errors that cause disputes later.
- 2
Offer a card-present or text-to-pay option
Tap to charge a card on the device or send a payment link by text.
Giving the customer a choice reduces friction at the moment of payment.
- 3
Capture the signature on the same screen
Have the customer sign the completed work order digitally before payment.
A signature at closeout confirms the work before money changes hands.
- 4
Attach a receipt automatically
Send the receipt by text or email as soon as payment clears.
Instant receipts cut down on billing questions the next day.
- 5
Sync payment to the job record
Confirm the payment shows against the job, not just in a general ledger.
Payments that do not tie to a job are hard to reconcile later.
- 6
Handle a declined card without leaving the app
Retry, request a different card, or send a payment link on the spot.
A failed card should not mean a second trip or an awkward phone call.
- 7
Trigger the review request after payment
Send a review link right after the payment confirms.
Customers are most willing to leave a review right after a positive close.
What good looks like
- Payment and signature happen before the tech leaves the job.
- Invoices, receipts, and payments stay tied to the correct job.
- Office staff spend less time chasing unpaid invoices.
- Reviews come in closer to the moment of a good experience.
Common mistakes
The ways this goes wrong in team, and what to do instead.
Invoicing after leaving the site›
Customers forget the job details and payment slows down.
Do this instead: Charge or send the payment link before the technician leaves the property.
No signature captured›
A dispute over work scope has no record to settle it.
Do this instead: Require a digital signature on the work order at the same time as payment.
Payments not linked to the job›
Reconciliation takes far longer than it should at month end.
Do this instead: Confirm every on-site payment attaches directly to its job record.
No fallback for declined cards›
A failed charge turns into an unpaid invoice and a follow-up call.
Do this instead: Offer an immediate retry or a text-to-pay link as a backup on the spot.
Frequently asked
5 questions about take payment and a signature on siteRelated guides
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