Card payments for home service pros
Get paid by card, tips included.
Text the invoice. Your customer signs, adds a tip and pays by card on their own phone. No card reader needed.
Available on the App Store and Google Play.
- Signed on the page or on your phone
- No tip, 10%, 15% or 20%
- The card goes to Stripe, never to us
Paid before you leave the driveway.
No app on their side. No card reader on yours. Three steps from finished work to money in your Stripe account.
- 1
Text the invoice.
From the job, tap Invoice, then SMS or Email. The customer gets a link to a hosted invoice page with the line items, the totals and the balance due. No account, no download.
- 2
They sign and pick a tip.
They sign on the page to approve it. The tip picker offers No tip, 10%, 15% or 20%, with the dollar amount under each, and the pay button updates to the new total.
- 3
They pay by card.
One button, Pay $384.50 by card, opens Stripe's secure checkout. The money goes to your own Stripe account, then to your bank, and you get an alert that it's paid.
Around the pay button.
Card payments run through Stripe. The customer's card number never touches OnsiteBoard.
- Deposits on estimates. Ask for a deposit on an estimate. The customer's page shows Deposit to start and a button to pay it by card. It counts toward the final invoice, and no tip is asked on a deposit.
- Your bank, no extra fee. Connect Stripe from Settings in a few minutes, inside the app. Payouts go to your bank. Stripe's card processing fee applies; OnsiteBoard adds no fee of its own.
- Cash and check, too. Record any payment on the job. The balance, the invoice's payment history and your reports all count it.
- You know when it lands. An alert when a customer signs, declines an estimate or pays. A tip is listed as its own line in the payment history.
Everything else in the box
One app for the whole job, from the booking to the payment. Every feature is in every plan.
Label reading
Photograph an appliance nameplate, a water heater label or an HVAC data plate; brand, model and serial go onto the service line, for you to check.
Remind in one tap
Unpaid balances show in red, with a Remind button that writes the text for you.
Online booking
Customers request a window you're really free on your booking link, and you confirm it. No double-booking from your booking page.
Import your customers
Bring customers and job history over from a spreadsheet or CSV. Repeats matched.
Your day, in time windows
Jobs sit in the arrival windows you set, with a reminder before each one.
Know who's calling
On iPhone, a customer's name shows on the incoming call, even if they're not in your contacts.
Draft from your notes
Tap Draft and the service lines are proposed from the job's notes, priced from your templates.
Browser dashboard
The week, the route, the quotes and who owes you, on a bigger screen. Same account.
One plan. Every feature.
Try all of it free for 14 days. No card needed to start.
or $479.00 a year (about $39.92/mo). Save about $120 a year with the yearly plan, compared with paying monthly.
- Online booking, signatures and payment reminders are in the one plan. No add-ons, no higher tier.
- 14 days free, no card to start
- iPhone, Android and the browser dashboard, one account
- Cancel anytime in your App Store or Google Play settings
Billed through the App Store or Google Play; renews until you cancel. You can start in a browser. The plan itself is bought in the iPhone or Android app. After the trial, without a plan, your jobs, customers and invoices stay viewable and exportable. Creating new work and sending documents by email from OnsiteBoard need a plan. Stripe's card processing fees are separate.
Questions techs ask
Do I need a card reader?
Does my customer need an app or an account?
How do tips work?
What does a card payment cost me?
Can I take a deposit before the work?
What if they pay cash or by check?
Send your next invoice from the driveway.
Download OnsiteBoard, connect Stripe from Settings, and text tomorrow's first invoice before you pull away. 14 days free, every feature, no card to start.
Available on the App Store and Google Play.