Workiz + Square: In-Person Payment Collection & Job Sync

Overview

Collect payments on-site using Square Terminal and automatically sync transactions back to Workiz for accurate job tracking and accounting.

What Gets Automated

1. On-Site Payment Processing: Techs use Square Terminal to collect payment at job completion
2. Automatic Job Update: Square payment instantly updates Workiz job status to "Paid"
3. Receipt Email: Customer receives Square receipt via email immediately
4. Daily Reconciliation: End-of-day report shows all Square payments matched to Workiz jobs
5. Tip Handling: Techs can accept tips via Square Terminal, tracked separately
6. Failed Payment Retry: If card declines, system sends payment link for customer to retry

Benefits for Contractors

• Collect payment on-site before leaving customer's home (no more waiting for checks)
• Reduce unpaid invoices by 90% - get paid while you're there
• Save 4+ hours/week reconciling payments between systems
• Improve tech accountability with real-time payment tracking
• Professional checkout experience with Square Terminal hardware
• Next-day deposits to your bank account

How We Implement

1. Set up Square Terminal hardware (you purchase, we configure)
2. Connect Square to Workiz via API integration
3. Create job-to-payment matching rules (by invoice number or customer name)
4. Configure payment confirmation flow back to Workiz
5. Train techs on using Square Terminal for job payments
6. Set up daily reconciliation reports for your bookkeeper

What You Need

• Workiz account with job management enabled
• Square Terminal hardware ($299 one-time purchase)
• Square account (free to set up)
• Techs with smartphones/tablets for Square connection

Typical Setup Time

3-4 business days from hardware arrival to live integration.

Industry-Specific Notes

• HVAC: Perfect for emergency repairs and maintenance where customers expect to pay on-site
• Plumbing: Ideal for service calls and same-day repairs
• Electrical: Works great for panel upgrades and outlet installations
• Appliance Repair: Best for in-home repairs where customers want immediate resolution

Equipment Details

Square Terminal includes built-in receipt printer, card reader, and customer-facing display. Battery lasts full day. Accepts chip, tap, and swipe cards plus Apple Pay/Google Pay.

Real-World Results

Plumbing company in Atlanta increased on-site payment collection from 40% to 92% after deploying Square Terminals. Reduced outstanding AR from $38k to $8k in 90 days.

Pricing Note

Square charges 2.6% + $0.10 per in-person transaction (lower than online rates). Terminal hardware is $299 one-time (lasts 3+ years). No monthly fees.