PAGE ONEINSIGHTS
PAGE ONE INSIGHTS
We set up the payment side of your business so getting paid is as easy as getting the job: card processing in person and online, invoices and payment links your customers can pay from their phone, recurring billing for ongoing work, and a gateway that connects to your CRM so every payment lands next to the lead it came from.
Most service companies get paid in three places — on site, over the phone, and online — and the tools rarely talk to each other. We set up one merchant account and gateway that covers all three, then connect it to the systems you already run on.
You get a plain-language recommendation before anything changes.
Accept credit and debit cards in person, over the phone, and online through one merchant account.
Key in a payment from any browser, or text and email a secure link your customer pays from their phone.
Branded invoices with a pay-now button, automatic reminders, and a clear paid/unpaid view.
Maintenance plans, memberships, and installments billed on a schedule without re-keying cards.
Where permitted, offset processing costs with compliant cash-discount or surcharge pricing — set up and disclosed correctly.
Cards are tokenized and stored by the gateway, never on your devices, and payments post to your CRM records automatically.
Getting paid should close the loop on the job, not open a new one. We connect your payments to:
So every job ends with a payment you can find, and a customer you can bill again.
We handle the application, the configuration, and the training — so you go from “how do we take cards?” to taking them.
Application and underwriting handled with you; deposits go to your existing business bank account.
Virtual terminal, payment links, and any countertop or mobile hardware you need.
Branded templates with your logo, terms, and automatic reminders.
Plans and schedules configured for maintenance agreements and installments.
Payments post to your CRM, and your team learns the day-to-day in one session.
No. A merchant account deposits into the business bank account you already use. We handle the application and configuration; your banking stays where it is.
Yes. Payment links can be sent by text or email, and invoices include a pay-now button, so customers can pay from their phone without an app or account.
Yes. Payments, invoices, and recurring billing post to your CRM records, so the lead, the job, and the payment live in one place. If you don’t have a CRM yet, see our CRM & call tracking systems.
Pricing depends on your volume, average ticket, and how you accept cards. We review your current statement and explain the options in plain terms — including cash-discount or surcharge programs where they’re permitted — before you sign anything.
Let’s find what’s holding your business back—and build a clear plan to move it forward.