Process credit card payments manually in the ServiceTitan Field Mobile App

Overview

You can process credit card payments in the Field Mobile App by entering credit card information. This lets you complete on-site transactions and enhance the overall customer experience.

Commercial businesses

Things to know

• You can accept credit card payments in the Field Mobile App without an internet connection. After accepting payment, the Card Transaction Initiated screen opens, letting you know that payment will be processed when the internet connection is restored.

• The names of certain screens, tabs, and so on may be different based on your selection in Menu > Settings. For more, see Show Residential or Commercial terms in the ServiceTitan Field Mobile App.

Manually process a credit card payment in the Field Mobile App

1. Open your job and:

   • If your default terminology is set to Residential, tap the Invoice tab.

   • If your default terminology is set to Commercial, tap the Work Summary tab.

2. Scroll to the Payments section and tap Pay.

3. On the Add Payment screen that opens:        

   1. Confirm the Payment Amount, and update it if needed.

   2. (Optional) Add a Memo describing what the payment is for.                

      Tip: If you're on a sales call and sell an estimate, you may need to collect an initial deposit. As a best practice, write the deposit details in the Memo field on the Payment Details screen and also in the Invoice Summary on the Invoice screen.

      

   3. Tap the Payment Type dropdown and select the type of Credit Card.

   4. Select Manual under Payment Type.

   5. Enter the Card Owner Name as it appears on the card, the Card Number, Expiration date, CVV, and billing Zip Code.                

      Tip: To store the credit card information, select Save card for future transactions. The actual card number is never stored on the device; only a reference token is stored in the database to allow for future transactions.

   6. Tap Continue.

      

4. On the Payment Authorization screen that opens, have the customer sign to authorize the payment.        

   Note: The digital signature is stored in case there is a future dispute. It's transmitted immediately to our secure database; no image file remains in the mobile device’s local gallery or cache.

5. When the customer finishes signing, tap Charge to process the payment.

Resolve credit card transaction failures in the Field Mobile App

When processing credit card payments, you may encounter error messages that indicate a failed transaction. Understanding these messages helps resolve issues quickly and ensure a smooth customer experience. Below are common failed credit card payment messages and ways to resolve them.

Payment Failed. Payment of $[amount] failed

An error occurred at the system level due to different factors, such as the system being unable to locate the card information, credentials issues, or other technical issues. Tap Try Again to re-process the payment.

Unable to process payment. Your card number is invalid.

You have entered the credit card information incorrectly. Tap Edit Card Details to re-enter the credit card information.

Payment of $[amount] declined.

The card issuer declined the transaction. This may be due to several reasons, including insufficient funds in the account, the card being over the limit, or other restrictions. Tap Back to Payment Details to go back and enter a different card payment.

Payment of $[amount] failed.

The credit card processor had issues processing the transaction. This may be due to several reasons, such as the billing address not matching the mailing address or other processing issues. Tap Back to Payment Details to go back and enter a different card payment.

Want to learn more?

• See Record payments without processing them in the ServiceTitan Field Mobile App