Best Suited for:
- Service Fusion Payments Stripe users who process credit cards in the (Legacy) worker app
Important Information:
Card Readers enable the users in the (Legacy) field worker app to have the ability to swipe, insert, or tap the credit card when they are processing a credit card in the field worker app.
- Convenience: The card readers are easy to use, and seamlessly integrates with the Service Fusion Field Worker App.
- Cost-Effectiveness: Enjoy the lower transaction rates compared to "Card Not Present" (CNP) transactions.
- Security: Transactions conducted with the card present significantly reduce the risk of fraud, ensuring more secure payment processing. It also offers security to your customer by bypassing the need to type in their card information to accept payment.
- Efficiency: Technicians in the field can process payments instantly on-site, significantly saving time and simplifying the payment collection process.
Strategic Workflows:
- When a customer wants to present the technician in the field with a credit card payment, the technician can swipe, insert or tap the credit card using the reader.
- Alleviate the need for the technician to manually enter the credit card information into field worker app, thus decreasing credit card payment errors.
Process Description:
- Navigate to My Work within the app and select the job ready to accept payment.
- Once the job has been selected, click the Invoice tab at the bottom of the page.
- Scroll to the bottom of the page and if the job has not been completed (job deposit), select the Apply Deposit button. If the job has been completed, select the Finalize Invoice button.
- Select Apply Payment.
- Upon navigating to the Payments screen, there will be an option to select: Credit/Debit Card (it has the Service Fusion Payments logo beside it).
- After selecting this option, the Service Fusion Payments app will open.
- The Service Fusion Payments app will attempt to find the card reader using the Bluetooth connection.
- Once found, it will be selectable from the "Paired Devices" list.
- Select the card reader to be taken to the payment page.
- Swipe, insert, or tap the card being used, then select Apply Payment.
- The page will transition to a loading page while the payment processes.
- Once the payment has been processed, the screen will update to the "Payment Received" page.
Step-by-Step Instruction:
Using the card reader to accept payment within the Service Fusion Field Worker App will follow the standard job workflow. Navigate to My Work within the app.
Select the job ready to accept payment.
Once the job has been selected, click the Invoice tab at the bottom of the page.
Scroll to the bottom of the page and if the job has not been completed (job deposit), select the Apply Deposit button. If the job has been completed, select the Finalize Invoice button.
Upon navigating to the Payments screen, there will be an option to select: Credit/Debit Card (it has the Service Fusion Payments logo beside it). This will only be visible for users utilizing Service Fusion Payments by Stripe.
After selecting this option, the Service Fusion app will attempt to find the card reader using the Bluetooth connection. Once found, it will be selectable from the "Paired Devices" list. Select the card reader to be taken to the payment page.
Swipe, insert, or tap the card being used, then select Apply Payment. The page will transition to a loading page while the payment processes before landing on the "Payment Received" page.
Click here to learn how to set up the Stripe Credit Card Reader