This improvement lets technicians process Automated Clearing House (ACH) check payments in the Field Mobile App.
What's changing with processing check payments through ACH?
Technicians can now enter ACH check details and process payments with them right in the Field Mobile App. The technician taps a payment type marked for ACH, then adds the check details, such as name, routing number, and account number. The payment goes into a pending state, with updates shown as it's accepted or denied. Before this, technicians couldn't manually process checks in the field. This improvement supports check collection workflows and helps businesses transition from paper to digital faster.
Before and After
Before (Current)
Open a job and tap the Invoice tab.
Tap Pay.
Enter the payment amount and there's no payment types that map to ACH available to be selected.
No way to enter routing or account number to process a check.
The technician leaves the job or sends info back to the office for processing.
Impact: Technicians couldn't process checks or ACH payments in the field, slowing down payments.
After
Open a job and tap the Invoice tab.
Tap Pay.
Enter the payment amount and select a payment type that maps to ACH.
Enter the name, routing number, account number, amount, and optional check number.
Tap Submit. Payment status shows as Pending, Accepted, or Denied.
Impact: Technicians can now process check or ACH payments during a visit, improving cash flow.
Test changes in the Field Mobile App: Tap Menu > Switch Environment or tap Switch to a different environment on the sign in screen if you're not signed in.
Who uses this feature
Residential Service and Replacement, Residential Construction
Technicians
Region availability: USA
How it works for your industry
Residential Service and Replacement
A technician finishes a water heater install and collects a $150 check using the ACH payment type. They enter the check details directly in the Field Mobile App and submit it for processing.
On a drain cleaning job, the technician taps ACH, enters the homeowner's routing and account numbers, and completes the payment.
Residential Construction
A technician finishing work on a new HVAC install logs the check payment immediately through ACH entry.
The homeowner gives a handwritten check at the final walkthrough; the technician adds the required info to the mobile app using the ACH payment type.
A subcontractor's check for materials gets entered and confirmed by the technician in the field through an ACH transaction.
How to Prepare
Confirm your ACH-capable payment types are properly set up in ServiceTitan.
Train technicians to recognize and select payment types marked for ACH in the Field Mobile App.
Align your accounting or finance team on how ACH and check payments appear in payment records.