Overview
Process check payments with Mobile Remote Deposit Capture (MRDC) right in the Field Mobile App. This allows you to complete on-site transactions with more versatility and helps your business transition from paper to digital faster.
Note: If you'd prefer to manually enter a check for payment, see Process payments through Automated Clearing House (ACH) in the ServiceTitan Field Mobile App.
Who uses this feature
Technicians
Primarily benefits Residential Service and Replacement business types
Applies to all trades
Feature configuration
The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Office setup for Check (Mobile Deposit) payment types and payment processor business unit (BU) connection is required to use this feature. Please contact your office for details.
Things to know
You can accept check payments without an internet connection. After accepting the payment, the Payment screen shows this message: Not Yet Processed. Please sync your device within 72 hours to process the payment. The transaction is stored and then later processed when you have a stable internet connection.
Note: You won't see a Success or Failed response until you're back online. Make sure to check the payment to see if it succeeded or failed.
Best practices
Keep physical checks for at least seven days to ensure the payment has been posted. After that, you can shred and discard physical checks.
For optimal results:
Place the check flat on a dark colored surface that's not reflective and is well lit. Position your device's camera directly over the check, not at an angle, fitting all four corners into the guides provided.
Write a note on the front of the check after the payment successfully goes through. For example, you could write Mobile Deposit [date check received]. This ensures the same check is not deposited twice.
Use cases
After finishing a furnace install, you can scan the homeowner's check directly in the mobile app. Get a Success confirmation right from your truck so you know the payment is secure before you even pull out of the driveway.
When a landlord pays by check for a water heater repair, selecting the MRDC payment type sends it straight for automated processing. This ensures the office sees the payment instantly, keeping your customer's account up to date without you having to hand off paperwork.
If you're running multiple replacement jobs in a day, just scan each check as you go. ServiceTitan processes them in the background, ensuring deposits are handled automatically so you can go straight home at the end of your shift instead of stopping at the bank.
Process a check payment with Mobile Remote Deposit Capture (MRDC) in the Field Mobile App
Place the check front side up.
Open the job and tap the Invoice tab.
Scroll to the Payments section and tap Pay.
On the Add Payment screen that opens:
Tap the Payment Type dropdown and select MRDC.
Note: How the MRDC Payment Type is named in the Field Mobile App is dependent upon how your office set it up. Check with your office to confirm the name of the payment type you should select for MRDC payments.
Enter the Payment Amount listed on the check.
Note: The Payment Amount must match the amount on the check or the transaction will be rejected.
Tap Scan Front then Scan Back to take pictures of both the front and back of the check.
Note: You can optionally add a Memo for the office describing what the payment is for.
After you've captured both sides of the check, tap Submit.
Wait for the payment to process. When it's finished, a Success message appears if the payment went through. A Failed message appears if the payment did not go through.
Note: Make sure to check the MRDC payment status. Do this by going to the Invoice tab, scrolling to Payments, and tapping View All. If the payment failed, tap Show more to see the reason.
