Fieldpoint Integration with PaySimple

Taking customer payments in the field made simple

Enable your technicians in the field to take payments from customers using the Fieldpoint MobilePro app, with our integration to PaySimple. Perfect for residential field service businesses that want to have payments made immediately once service is complete.

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Take Payments in the Field

Complete service work with MobilePro

As your field service technicians complete service work in the field, turn work orders into invoices to bill the customer immediately from within your Fieldpoint field service software. Technicians can access the invoice from the MobilePro field service app and enter in the full or partial amount the customer wishes to pay on their invoice.

  • Technicians can do it all on the MobilePro app, from completing work orders and checklists, plus adding parts and expenses.
  • Invoice generated and viewable by technician when the service call is complete.
  • Can take payments without closing their MobilePro app.
field technician with field service mobile app
MobilePro and PaySimple

Pay Now with PaySimple

Accept secure payments in the field

PaySimple provides a seamless integrated payment solution that empowers technicians to easily accept credit, debit, and ACH transactions from customers directly through Fieldpoint Native MobilePro app.

A simple process:

  • Technicians enter the amount the customer wishes to pay in the Fieldpoint MobilePro app and click Pay Now.
  • PaySimple AppConnect automatically opens with the amount that the customer wishes to pay.
  • Technician enters credit card information or gives the mobile device to the customer to enter information.
  • Submit payment and when completed, the Fieldpoint MobilePro app will return with confirmation.

Residential Field Service

Take payments from residential clients and don’t send paper bills

Fieldpoint’s integration with PaySimple’s payment processing is perfectly designed for field service businesses that work with residential customers and want to take on-the-spot payments. Charge flat fees or invoice for hours and expenses using the invoice function for fast payments without having to send customers a follow-up bill and chase down payments.

Connect Your ERP and Accounting System

Export fully paid invoices to your accounting software

Payments made through the PaySimple app create a Invoice Payment record. Once a full payment has been made on that invoice, quickly export the payments to your ERP and accounting system, such as Microsoft Dynamics GP, NetSuite, QuickBooks Online, Microsoft Dynamics 365 Business Central and Microsoft Dynamics NAV to finalize payments.

  • Complete all tax calculations and invoicing procedures in your field service software to have invoice available on the MobilePro app.
  • Quickly export completely paid invoice to your ERP or accounting software for accurate records of the work completed and the payments taken.

About PaySimple

PaySimple is the leading payments management solution for service-based businesses, powering the cashflow of over 17,000 companies in the United States. PaySimple partners with businesses to drive growth with flexible payment and billing solutions and personalized customer service to suit their unique and varied needs.

See Our Field Service Management Software in Action