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Field payments

Get paid in the field, before the truck leaves.

Run the card on site, or text a pay link the customer opens on their phone. Money lands in your bank, receipts sync to your CRM, and a job cannot be closed while it still owes.

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Stop chasing money after the job is done.

Most solar service work gets completed in the field and then sits unpaid for days while the office chases a check. SolarProjeX closes that gap. Your tech collects payment at the moment the work is signed off, using the same phone they already run the job on.

Take a card on site with a captured signature, or send a pay-by-link the customer opens instantly with Apple Pay, Cash App, Klarna, and standard cards. Funds settle to your own bank account through Stripe, and a receipt pushes straight back into your CRM so the office never rekeys a payment.

  • On-site card entry with customer signature capture
  • Emailed or texted pay-by-link with Apple Pay, Cash App, Klarna, and cards
  • Payouts to your own bank account through Stripe Connect
  • Receipts and paid status sync back to your CRM automatically
  • A completion gate blocks closing any job that still carries a balance
  • Automatic reconciliation matches payments to the right job

How it works

Payment is part of closeout, not a separate errand.

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Tap to pay on site

Enter the card, capture a signature, done. The customer walks away with a receipt and you walk away paid.

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Pay by link

Not ready to pay at the door? Send a link. Apple Pay, Cash App, Klarna, and cards all work from their phone.

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Straight to your bank

Stripe Connect pays out to your account. No middleman holding your money, no monthly minimum.

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No balance slips through

The completion gate stops a job from closing with money still owed unless a manager overrides it.

Frequently asked questions

How does the money reach my bank?

Payments run through Stripe Connect into a connected account you own, so funds settle directly to your bank on Stripe’s normal payout schedule.

What payment methods can the customer use?

Cards on site, plus pay-by-link options including Apple Pay, Cash App Pay, Klarna, and standard debit and credit cards.

Can a tech accidentally close a job that is not paid?

No. A completion payment gate blocks closeout while a balance remains. A manager can override with a reason if needed.

Do payments show up in my CRM?

Yes. Paid status and receipts push back to your connected CRM automatically, so the office does not rekey anything.

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