Ideas

Need way to transfer a payment from one job to another

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Happens quite often.

For example, we need a way to take an existing card payment (which we are integrated via card processor like Sphere, etc) and not have to clear it and re-enter – but instead have it moved from one job to another.

Our previous service software (Walkabout) had this option, which would let you move the payment “from job ___ and transfer to job ___”

1 comment

  1. Hi, thank you for your submission!

    Our team is currently looking into ways to streamline the payment process within ServiceWorks, we will take this suggestion into consideration.