Overview
After you build or sell an estimate in ServiceTitan Mobile, you can process payments from the mobile app using the BBPOS card reader.
Who uses this feature
Technicians
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact paymentsupport@servicetitan.com for details
Things to know
Make sure you're on the latest version of the ServiceTitan Mobile app.
Link or pair the Bluetooth BBPOS Chipper 2X BT credit card reader with your mobile device to process card payments in the field in ServiceTitan Mobile. For instructions, see Set up your Android device with the BBPOS card reader in ServiceTitan Mobile or Set up your iOS device with the BBPOS card reader in ServiceTitan Mobile.
Process payments with the BBPOS card reader
Ensure your mobile device's Bluetooth is enabled and the BBPOS card reader is turned on.
Navigate to the Invoice or Estimate screen and tap Pay.
On the Pay screen, choose a payment type and enter the amount.

Tap Use Swiper.
If a pop-up opens asking you to choose whether you are using the EMV or headphone swiper, tap EMV.

Review the payment details. To keep the card on file, select Remember this card.

Tap Continue. A pop-up opens and asks you to process the charge using the EMV swiper.
Follow the instructions on the screen. If the card has a chip, try the chip reader first.
Note: If multiple swipers are detected, tap the reader that matches the serial number found on the back of your BBPOS card reader.
Once connected, tap Ready to swipe. The swiper initializes to prepare for the transaction.

Insert the card into the chip reader. ServiceTitan Mobile automatically starts processing the transaction.

After the EMV reader shows that the transaction is approved, remove the card. The confirmed amount appears. If there's a balance, it shows that too.

When the payment confirmation is complete, the Credit Card Payment Authorization screen opens. This can take up to five seconds.

Read and agree to the terms, then sign.
After you have a signature, tap Accept. The screen shows whether the payment was approved.
When finished, tap Done to return to the job.
Manually check for firmware updates
Before heading out to a job, you can check for and install new firmware updates for the EMV reader from the Technician Profile menu.
Note: Manual updates are not mandatory. The reader still searches for and installs updates when it processes payments.
In the ServiceTitan mobile app, tap Technician Profile.

From the slide out menu, tap EMV Reader Update.
The Update EMV Reader pop-up opens.Once the reader has been connected, tap Update.

Wait for the update to finish. This can take up to 10 minutes.
Caution: Do not close the app or turn off the reader during the update.
When the update is complete, tap Close. If you have other readers you want to update, tap Update Additional Readers and repeat steps 3-6.

Want to learn more?
Visit ServiceTitan Academy and enroll in ServiceTitan Payments Essentials
See Set up your iOS device with the BBPOS card reader in ServiceTitan Mobile
See Set up your Android device with the BBPOS card reader in ServiceTitan Mobile