Process payments through Automated Clearing House (ACH) in the ServiceTitan Field Mobile App

  • Updated on May 7, 2026
  • Published on Apr 3, 2026
  • 3 minute(s) read
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Overview

Enter bank details, and add a check number if you have a physical check, to process payments directly in the Field Mobile App through Automated Clearing House (ACH). This allows you to fully complete on-site payments quickly while helping your business transition from paper to digital.

Note: If you'd prefer to scan a check for payment, see Process check payments with Mobile Remote Deposit Capture (MRDC) in the ServiceTitan Field Mobile App.

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Who uses this feature

  • Technicians

  • Primarily benefits Residential Service and Replacement and Residential Construction business types

  • Applies to all trades

Feature configuration

Things to know

  • If you accept ACH check payments without an internet connection, the payment is shown as Not yet processed. Sync your device within 72 hours to fully process payment. The transaction is stored and then later processed when you're back online.

Best practices

Use cases

  • As a Residential Service and Replacement technician:

    • You finish a water heater install and collect a $150 check using the ACH payment type. You enter the check details directly in the Field Mobile App and submit it for processing.

    • On a drain cleaning job, you tap ACH, enter the homeowner's routing and account numbers, and complete the payment.

  • As a Residential Construction technician:

    • You finish work on a new HVAC install and log the check payment immediately through ACH entry.

    • The homeowner gives a handwritten check at the final walkthrough; you add the required details using the ACH payment type.

    • A subcontractor's check for materials gets entered and confirmed by you through an ACH transaction.

Process an ACH payment in the Field Mobile App

Manually entering a check works as an ACH transaction or bank transfer. To manually enter a check:

  1. Open your job and tap the Invoice tab.

  2. Scroll to the Payments section and tap Pay. Invoice summary showing customer authorization, items, and payment details with a pay button.

  3. On the Add Payment screen that opens, enter the Payment Amount.

  4. (Optional) Add a Memo describing what the payment is for. Payment details screen showing amount, memo, and payment type fields for entry.

  5. Tap the Payment Type dropdown and select ACH.

    Note: How the ACH 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 ACH payments.

    Payment options screen showing various card and bank account choices for adding payment.

  6. Review the Please Note message that pops up, then click X or Okay to close the message, depending on what your screen shows.

  7. In the new fields that appear on the Add Payment screen, enter the following details:

    1. Name on Check

      Note: This field is pre-populated with the name of the customer record. You may need to edit it so that the customer's name is exactly as it appears on the check.

    2. Routing Number

    3. Account Number

    4. Confirm Account Number

    5. (Optional) Check Number Payment details form showing fields for check information and payment amount.

      Tip: If you're not sure where to find the check details, tap the Help icon for instructions.

      Illustration of a check with routing, account, and check numbers labeled below.

  8. Tap Continue or Pay, depending on what your screen shows.

  9. On the Payment Authorization screen that opens, have the customer sign to authorize the payment. Payment authorization form requiring electronic signature and bank account details for transactions.

    Note: After you save the signature, the customer's digital signature is stored in case there’s a future dispute.

  10. When finished, tap Charge to process the payment. Payment authorization form requiring electronic signature and amount of $2,000.00.

Wait for the payment to process.

Note: If your technician profile in the office is not assigned to the business unit (BU) your office selected in Settings > Integrations > Payment Processing > Bank Accounts (ACH), the Processing screen will not appear. The payment will only be recorded and not processed. Someone from the office or the customer's bank will still need to process the ACH check to finalize it.

Payment processing screen displaying a $2,000 transaction in progress.

After the payment processes, you'll see a Success message if the payment went through, or a Failed message if the payment did not go through.

Payment success notification for a $2,000.00 transaction approval.

On the Invoice tab, you can also scroll to the Payments section and tap View All to see the payment status.

Job payments overview showing balance, invoice total, and payment statuses including a failed transaction.

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