Card processing
Accept credit and debit cards in person, over the phone, and online through one merchant account.
Get paid, simply
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.
Strategic approach
Payments that fit how service businesses work
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.
With the right setup, your business can:
- Accept cards on site, by phone, or online
- Send invoices and pay-by-link from any device
- Bill recurring work automatically
- See every payment next to the lead it came from
Digital growth analysisFree review
Review how you get paid today
We look at:
- 01Where payments happen (field, phone, online)
- 02Invoicing and follow-up steps
- 03Recurring or membership billing
- 04Statement and fee clarity
- 05Chargeback and dispute handling
You get a plain-language recommendation before anything changes.
What we do
What we set up
Virtual terminal & payment links
Key in a payment from any browser, or text and email a secure link your customer pays from their phone.
Invoicing
Branded invoices with a pay-now button, automatic reminders, and a clear paid/unpaid view.
Recurring billing
Maintenance plans, memberships, and installments billed on a schedule without re-keying cards.
Cash discount & surcharge programs
Where permitted, offset processing costs with compliant cash-discount or surcharge pricing — set up and disclosed correctly.
Secure vault & CRM connection
Cards are tokenized and stored by the gateway, never on your devices, and payments post to your CRM records automatically.
Real growth
From the invoice to the bank
Getting paid should close the loop on the job, not open a new one. We connect your payments to:
- Your CRM and lead records
- Invoices and receipts
- Recurring subscriptions
- Reporting you can actually read
- Your CRM and lead records
- Invoices and receipts
- Recurring subscriptions
- Reporting you can actually read
So every job ends with a payment you can find, and a customer you can bill again.
What’s included
What’s included in merchant setup
We handle the application, the configuration, and the training — so you go from “how do we take cards?” to taking them.
- 01
Merchant account setup
Application and underwriting handled with you; deposits go to your existing business bank account.
- 02
Gateway & terminal configuration
Virtual terminal, payment links, and any countertop or mobile hardware you need.
- 03
Invoice & payment-link templates
Branded templates with your logo, terms, and automatic reminders.
- 04
Recurring billing
Plans and schedules configured for maintenance agreements and installments.
- 05
CRM connection & training
Payments post to your CRM, and your team learns the day-to-day in one session.
FAQ
Common questions about merchant solutions
Straight answers, drawn from how the service actually works.
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.
Let’s talk
Be on top & get more traffic to your business
Taking payments should be the easiest part of the job.
- Accept cards anywhere you work
- Invoice and bill recurring work automatically
- Keep payments connected to your CRM
One account, one gateway, and a clear view of who has paid — set up by the same team that builds your lead systems.
Pairs well with
Services that work alongside merchant solutions
Ready to turn your marketing into measurable growth?
Schedule a free strategy call to review your website, Google presence, and lead systems — and get a clear, documented plan to grow calls and customers.