Get paid on-site. Get paid online. Stay connected.
Accept card, wallet and ACH payments with DreamzFSM. Give customers a convenient way to pay, keep invoice balances visible, and connect every payment with the work behind it.
Based on 200+ reviews on
Trusted By Global Brands Across The World
Finish the service, not another round of chasing.
Make the next step clear for customers, technicians and the office.
Take the payment before you leave the job.
Let customers pay by chip, swipe, tap or a supported digital wallet through a mobile card reader. Your technician can work from the service invoice instead of writing down payment details for the office to enter later.
Confirm the customer and amount.
Use a compatible connected reader.
Review the recorded transaction.
Award winning CMMS software
Recognition from software review platforms for value, ease of use, functionality and customer support.
Send the invoice. Make paying the easy part.
Share a payment link by email, text or your usual customer communication channel. The hosted payment page brings the invoice amount and enabled options together, including cards, ACH bank transfers and supported wallets.
See the customer payment experience.
Walk through an invoice link, the available payment methods and the payment record your team sees afterward.
Know what is paid and what is still due.
Record a partial payment and collect another amount against the invoice later. Keep the original total, recorded payments and remaining balance clear. For staged work, align collection with the agreed billing stages rather than losing track after the first payment.
Use the current invoice balance when following up with the customer.
Connect the payment to the invoice and the books.
Review recorded transactions alongside invoice balances. When your finance team has checked the actual payment, mark one or several invoices as reconciled. Connect invoices, customers and payment records with QuickBooks through your enabled integration.
| Invoice | Paid | Balance |
|---|---|---|
| INV-1042 Part paid | $500 | $750 |
| INV-1048 Part paid | $900 | $2,100 |
| INV-1050 Reconciled | $295 | $0 |
Clear service records.
Fewer billing questions.
When a customer asks what was done, start with the service record. VEDA and DreamzCMMS AI workflows help your team review available asset history and turn technician notes into a clear completion summary.
Illustrative prompts for enabled AI workflows. Review generated content. Your team controls invoice amounts, payment collection and reconciliation.
See VEDA alongside your service-to-payment workflow.
Explore the service records and completion summaries that help your team answer customer questions.
Choose the payment setup that fits your business.
Beyond core card, ACH and invoice-link payments, discuss the additional options available for your provider, region and business account.
Instapay fast payouts
Explore expedited access to eligible payments where supported by your payment setup.
Payout timing, eligibility and fees vary.Mobile check deposit
Capture checks through a supported mobile-deposit workflow instead of a separate bank visit.
Deposit acceptance and availability rules apply.Customer financing
Discuss payment-plan or financing options for larger projects with your team.
Provider approval and customer terms apply.Reminders & tipping
Follow up on unpaid invoices and offer an optional tip at checkout when enabled.
Configure the experience for your business.Confirm availability, processing fees, payout timing, equipment and financing terms during your demo. These options are not a promise of instant or guaranteed funds.
The tools behind a clearer collection process.
On-site collection
Use a compatible reader for chip, swipe and contactless payments.
Invoice payment links
Give customers an online route from an invoice to payment.
ACH bank transfers
Offer an enabled bank-payment workflow for service invoices.
Mobile payment access
Create or share payment links from the technician app.
Partial payments
Track collected amounts and the balance still outstanding.
Transaction records
Keep payment details connected with the invoice.
Invoice reconciliation
Mark checked invoices as reconciled individually or in a batch.
Accounting connection
Connect payment and invoice records with QuickBooks.
Keep payments connected to the rest of the job.
From an agreed estimate to a reconciled invoice, keep your customer, service and payment records connected.
Different trades. One connected way to get paid.
HVAC
Collect for repair visits, seasonal servicing and larger equipment installations.
Plumbing
Offer on-site and online payment options after urgent repairs or planned work.
Electrical
Keep inspection, installation and project payments tied to the right invoice.
Property services
Track payments across recurring visits, customer sites and completed jobs.
Make payment status clear for everyone involved.
Close the visit clearly.
Confirm the invoice, offer an available payment method and leave a usable payment record for the office.
Less back-and-forth after the jobKnow what needs follow-up.
Review payments and remaining balances, check the actual transactions and reconcile the invoices.
A clearer collection queueSee the collection picture.
Keep service work, customer records, invoicing and the accounting connection in the same operating workflow.
Visibility from job to paymentKeep the conversation connected to the rest of the job.
From a first question to a completed visit, keep the next step within your field service workflow.
Integrations
- SAP
- Sage Intacct
- Stripe
- Zebra
- CIMCON
- Oracle NetSuite
- Intuit QuickBooks
- Propelr
- Microsoft Dynamics 365
- Xero
- Razorpay
- Samsara
- Odoo
- TallyPrime
- RevRex
- PhonePe
- Chainway
- CardConnect
- Codat
- Siesa
- Unleashed
- Shopify
- Monnit
- Birdeye
- SAP
- Oracle NetSuite
- Microsoft Dynamics 365
- Odoo
- Sage Intacct
- Intuit QuickBooks
- Xero
- TallyPrime
- RevRex
- Stripe
- Propelr
- Razorpay
- PhonePe
- CardConnect
- Codat
- Zebra
- Chainway
- CIMCON
- Samsara
- Monnit
- Siesa
- Unleashed
- Shopify
- Birdeye
Questions about payment options, balances and payouts.
What is payment processing for field service?
It connects collecting a customer payment with the service invoice. DreamzFSM brings together on-site card payments, online payment links, ACH workflows and invoice payment records so the office and field team can follow the same collection process.
Can technicians take card payments at the job site?
Yes. A compatible mobile card reader supports chip, swipe and contactless card payments in the field. Confirm the supported reader, mobile device, provider and payment setup for your business.
Can customers pay online with a card or digital wallet?
Yes. Customers can open an invoice payment link and use the methods enabled on the hosted payment page. Cards and supported wallets are available according to the provider, device and region.
Does DreamzFSM support ACH bank transfers?
Yes. The documented ACH workflow lets your team create an invoice payment amount, generate a hosted payment link and review the resulting payment transaction. ACH must be enabled in the payment configuration.
Can I collect part of an invoice and request the rest later?
Yes. The payment workflow supports additional amounts against an invoice and the creation of another payment link. Review the recorded paid amount and remaining balance before requesting the next payment.
Can I share payment links from the mobile app?
Yes. Open an invoice in the app and use Copy SHURL to copy the payment link. Share it through email or another supported communication channel. The documented workflow also supports creating another ACH URL when needed.
Can I send automatic payment reminders and accept tips?
Payment reminders and optional tipping are listed payment capabilities. Configure unpaid-invoice follow-up and the available tipping experience to match your enabled payment workflow.
How quickly will I receive funds, and what are the processing fees?
Payout timing and fees depend on the payment method, provider, business account and region. Ask about Instapay or other expedited options available in your setup, and confirm the applicable terms before relying on a specific payout time or rate.
Is mobile check deposit available?
Mobile check deposit is listed among DreamzFSM payment options. Confirm the supported provider and account eligibility for your business. Capturing or posting a check is not a guarantee that its funds are immediately available.
Can I offer financing or payment plans for larger jobs?
Customer financing and flexible payment plans are listed options for larger projects. Availability, customer approval, repayment terms and merchant payout arrangements need to be confirmed for the enabled provider and region.
How do payments connect with QuickBooks and invoice reconciliation?
The QuickBooks integration connects invoice, customer and payment records. In DreamzFSM, finance users can select one or several checked invoices and mark them as reconciled. Reconciled rows are highlighted in yellow in the Invoice List.
How does VEDA help with the service-to-payment workflow?
VEDA and enabled DreamzCMMS AI workflows help review available service history, prepare a completion summary and create follow-up work orders. They support the service documentation behind a billing conversation; your team controls invoice amounts, payments and reconciliation.