Process credit card payments with tap-to-pay in the ServiceTitan Field Mobile App

Overview

If your account is configured for it and you’ve met the requirements, you can process credit card payments through tap-to-pay in the Field Mobile App. This gives you a modern and efficient way to process on-site transactions quickly, enhancing the overall customer experience.

Things to know

• You need to be online with an internet connection and you cannot be on a phone call when trying to use tap-to-pay.

• If you’re using an iOS device, you need to be signed into iCloud to use tap-to-pay.

• Tap-to-pay requirements:        

  • Near-Field Communication (NFC) technology. This is typically enabled by default for iOS devices. You may need to turn it on for Android devices.

  • A device passcode or biometric.

  • iPhone XS or newer and iOS 17.4 or newer for Adyen tap-to-pay.

  • Android 12 or newer for Adyen tap-to-pay.

  • iOS 16.7 or newer for TSYS tap-to-pay.

  • Android 13 or newer for TSYS tap-to-pay.            

    Tip: For more, see ServiceTitan's system requirements here.

• Tap-to-pay is not available on iPad tablets as iPads don’t support NFC. Tap-to-pay is available on all NFC-enabled Android tablets.

• At this time, overpayment is not supported with Adyen Tap-to-Pay.

• Your job appointment must belong to a business unit that’s enabled for tap-to-pay to use this payment type with it. Please contact your office for details.

Best practices

• The first time you use tap-to-pay in the Field Mobile App:

  • You’ll need to complete the tutorial.

    

    Make sure to tap Start accepting payments to finish the tutorial.

    

  • For Adyen processing, you’re prompted to accept the terms and conditions before moving forward. We recommend that you do this before accepting your first payment as to not delay the process with your customer. To accept the agreement, go to Invoice > Pay > Tap to Pay > Continue.

    Note: We also recommend that you connect your device with your work email.

    

• When you initiate a tap-to-pay payment, make sure your phone is not near any card readers, as this may register a payment with your phone.

Use cases

• After you’ve finished a job like an AC repair, have the customer tap their contactless card directly against your phone.

• For customers who prefer Apple Pay or Google Pay, hold your device near their phone. The payment authorizes instantly, allowing you to close the job without ever touching a physical card.

• Use tap-to-pay for routine visits like membership tune-ups. It provides a professional, one-tap experience that syncs immediately with your reports—no separate card reader required.

Process a credit card payment with tap-to-pay in the Field Mobile App

1. Open the job you want to accept payments for and tap the Invoice tab.

2. Scroll to the Payments section and tap Pay.

3. On the Add Payment screen that opens:

   1. Ensure the Payment Amount is correct.

   2. Select the Payment Type.

   3. Select Tap to Pay. 

      

4. On the Payment Authorization screen that opens, have the customer:

   1. Read the authorization then tap Sign here.

   2. Sign to authorize the payment then tap Charge. 

5. On the screen that opens, wait for the transaction to initiate then have the customer hold their card against your screen to pay.

6. Wait for the authorization to go through. After the payment is approved, tap Close (iOS) or Done (Android) to go back to the Field Mobile App.

On the Invoice tab that opens, the payment is shown.

Want to learn more?

• See Process Adyen, BBPOS, or ID TECH card reader payments in the ServiceTitan Field Mobile App

• See Process credit card payments manually in the ServiceTitan Field Mobile App