In this article, you will learn how to allow techs to collect credit card payments.
Workiz Pay is a fast, simple, and secure online payment solution that enables you to collect credit card payments from your customers while on the job.
In order for your team members to collect payments out in the field, you will need to complete a few steps.
Activating Workiz Pay
In order to start charging credit cards, you will first need to activate Workiz Pay. To learn more about creating a Workiz Pay account, please see this article.
Allowing techs to charge credit cards
From the navigation bar, select Settings > Settings
Under Users & roles, select Roles & permissions
Select Tech
Verify the following permissions are enabled:
Charge credit cards
Financial data
Your field techs will now be able to collect payments while on the job site.
Tip: Workiz makes collecting payments even easier with card readers.
To learn more about the benefits of using a Workiz card reader to collect payments, please see this article.
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