Overview
After you pair your Adyen, BBPOS, or ID TECH credit card reader with the Field Mobile App, you can process payments with it. This gives you a modern and efficient way to process on-site transactions quickly, enhancing the overall customer experience.
Who uses this feature
Technicians
Primarily for Residential Service and Commercial Service business types
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.
Account configuration is required to use this feature. Please contact your office for details.
For Adyen card readers, account setup for Adyen payment integration and business unit (BU) connection is required. For BBPOS and ID TECH card readers, TSYS is the required processor. Please contact your office for details.
Things to know
The following credit card readers are compatible with the Field Mobile App:
Adyen NYC1
BBPOS Chipper™ 2X BT - TSYS
BBPOS Chipper™ 3X BT - TSYS
ID TECH VP3350 - TSYS
The following is required to use an Adyen card reader with the Field Mobile App:
At this time, overpayment is not supported with Adyen card readers, Adyen Tap-to-Pay, ID TECH, or BBPOS card readers.
If you receive an error stating that the card reader is unavailable, contact fintechsupport@servicetitan.com.
Best practices
To prepare, connect your card reader in advance, otherwise you'll have to do it while accepting your first payment. For pairing steps, see Pair an Adyen, BBPOS, or ID TECH credit card reader with the ServiceTitan Field Mobile App.
After downloading the Field Mobile App, select Allow for bluetooth permission so you can pair and use card readers.
To ensure more successful payments, use the chip reader on your card reader for all credit card transactions.
Tip: If the reader has trouble scanning the chip, try swiping the magnetic stripe through the reader instead.
Step 1: Check for card reader firmware updates in the Field Mobile App
Before heading out to a job, check for and install new firmware updates for the card reader from the Field Mobile App. Be aware that this is not the same as performing a Field Mobile App update.
Note: Firmware updates are only needed if they're available. Make sure to update the firmware by the required date.
Make sure your card reader is turned on and nearby.
Open your iOS or Android device settings and make sure Bluetooth is turned on.
Open the Field Mobile App and tap Menu
> Card Reader Management.On the Card Reader Management screen that opens, select your connected card reader.
On the screen that opens, tap Update firmware.
Wait for the update to finish. This can take up to 10 minutes.
Note: Do not close the app or turn off the card reader during the update.
When the update is complete, you can exit the screen.
If you have other card readers you want to update, repeat these steps.
(Optional) Step 2: Check for card reader configuration updates in the Field Mobile App
Manual configuration updates are not mandatory. The card reader still searches for and installs updates when it processes payments. If needed, however, you can manually update the configuration.
Note: This is not the same as performing a Field Mobile App update.
On the Card Reader Management screen, select your connected card reader.
On the screen that opens, tap Update configuration.
Wait for the update to finish. This can take up to 10 minutes.
Note: Do not close the app or turn off the card reader during the update.
When the update is complete, you can exit the screen.
If you have other card readers you want to update, repeat these steps.
Step 3: Process credit card payments with a card reader in the Field Mobile App
After your card reader is connected to the Field Mobile App, you can process payments with it:
Open the job you want to accept payments for.
Scroll to the side and tap the Invoice tab.
Scroll to the Payments section and tap Pay.
On the Add Payment screen that opens:
Confirm the Payment Amount and update it if needed.
(Optional) Add a Memo describing what the payment is for.
Tap Payment Type and select the type of Credit Card.
Ensure your Reader is shown.
Tap Continue.
On the screen that opens, have the customer read the authorization then tap Sign here.
Have the customer sign then tap Save Signature.
Tap Charge.
On the screen that opens, wait for the transaction to initiate then have the customer tap, insert, or swipe their card, depending on your reader.
Wait for the authorization to go through. After the payment is approved, tap Ok to go back to the Invoice tab. The payment is shown.
