Connect Square to the tools you already use

Connect Square to your remodeling CRM and accounting so nobody re-keys jobs or payments. The Square App Marketplace connects third-party apps to your Square account, from accounting to industry software.
Talk to a contractor payments specialistAll remodeling & renovation contractors solutions
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Payment solutions for remodeling & renovation contractors

How each solution supports remodeling & renovation contractors

See what each option adds to the way your business takes and tracks payments.

Square Invoices

For remodeling & renovation contractors: Send itemized invoices for project deposits, progress invoices and final balances and track deposits, due dates and outstanding balances. Send good-better-best estimates (up to nine packages) so homeowners pick a scope without another visit. Square Invoices sends estimates and invoices by email, SMS or a shareable link and tracks what's paid, unpaid or overdue. Roots configures the templates, payment schedules and reminders around how you bill.
  • Build your service catalog, tax settings and branded invoice and estimate templates
  • Set up deposit and milestone schedules that match your contracts and any state limits you operate under
  • Connect Square to QuickBooks Online or Xero so paid invoices reconcile automatically
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Square Contracts

For remodeling & renovation contractors: Document the scope, payment schedule and customer approval for project deposits, progress invoices and final balances before work begins. Use Square's state home improvement contract templates (CA, NY, FL, TX) as a starting point for your scope and change-order terms. Square Contracts builds contracts with e-signature that attach to Square estimates, invoices and appointments, free of charge.
  • Adapt Square's templates to your scope, change-order and warranty language
  • Attach contracts to estimates and bookings automatically
  • Coordinate with your attorney on state-specific terms
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Square Payment Links

For remodeling & renovation contractors: Share a checkout link for project deposits, progress invoices and final balances through messages, email or your website. Send a reusable design-consultation fee link before the first in-home visit. Square Payment Links creates a checkout page you can share by text, email, social or QR code, and one link can be reused for a standard charge.
  • Create reusable links for standard fees and deposits
  • Generate QR codes for trucks, leave-behinds and invoices
  • Make sure paid links land in the right customer profile and report
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Square Marketing

For remodeling & renovation contractors: Build opt-in campaigns for project deposits, progress invoices and final balances, from new offerings to reminders for returning customers. Stay in front of past clients for the next room with seasonal email campaigns. Square Marketing sends email and text campaigns to customers in your Square Customer Directory.
  • Build seasonal and service-interval reminder campaigns
  • Segment customers by service history
  • Set up SMS opt-in at checkout and booking
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Square Integrations

For remodeling & renovation contractors: Connect Square transaction data with the tools used to manage job codes, change orders and milestone invoices, reducing repeated data entry. Connect Square to your remodeling CRM and accounting so nobody re-keys jobs or payments. The Square App Marketplace connects third-party apps to your Square account, from accounting to industry software.
  • Pick the apps that fit your workflow and connect them
  • Map items, taxes and payment types for clean accounting sync
  • Test and document the integration for your team

ACH Payments

For remodeling & renovation contractors: Offer bank-account payments for project deposits, progress invoices and final balances, with authorization and invoice matching built into the workflow. Typical tickets for remodeling contractors run $10,000 to $150,000. On the larger ones, ACH costs far less than a card. ACH moves money straight from the customer's bank account, which usually costs far less than a card on a large invoice.
  • Set up ACH on invoices and payment pages
  • Write authorization language
  • Explain return and settlement timing
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Transfer initiated

$15,450.00 · ref ACH-7731

Credit Card Surcharging

For remodeling & renovation contractors: Plan credit-card surcharge disclosures for project deposits, progress invoices and final balances, keeping eligible card payments distinct at checkout. Typical tickets for remodeling contractors run $10,000 to $150,000. Where it's allowed, a compliant surcharge offsets card costs on the larger ones. A surcharge adds a disclosed fee to credit card payments only. Visa caps it at 3% or your cost of acceptance, whichever is lower, and some states ban or cap it.
  • Check your states and card mix before you start
  • Configure terminals, invoices and receipts
  • Provide compliant signage and invoice language
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Consumer Financing

For remodeling & renovation contractors: Present financing options for project deposits, progress invoices and final balances alongside the purchase or service estimate. Roots connects your business with buy-now-pay-later options for customer purchases.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
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Chargeback Management

For remodeling & renovation contractors: Organize evidence for disputed project deposits, progress invoices and final balances, including customer authorizations, delivery details and service records. Roots coordinates chargeback-management services to help your business handle disputes and organize responses.
  • Discuss your business goals on a free consultation
  • Coordinate your provider introduction and setup
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Merchant Account

For remodeling & renovation contractors: Arrange a processing account for project deposits, progress invoices and final balances, with checkout methods matched to how customers pay. Typical tickets for remodeling contractors run $10,000 to $150,000, and a merchant account's limits and pricing can be set for that range. A dedicated merchant account gives you custom pricing and processing limits set during underwriting. Roots uses it when Square isn't the right fit.
  • Statement review and a pricing quote
  • Underwriting and application support
  • A named support contact after go-live
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Square Integrations questions

Questions contractor owners ask about getting paid in the field.
We start with the software you use and the data that needs to move between systems. Roots helps select and configure the agreed app connection.
Yes. We review Square’s developer APIs and your software documentation, then quote a defined project for the required workflow.
Bring your software list, account access and data-sync requirements. Roots uses these details to plan the workflow for remodeling & renovation contractors and prepare a clear setup scope.
See Square’s official pages for current software, hardware and processing prices. Request a quote for your Roots setup or custom project. Consultations and payment reviews are free.

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Talk to a contractor payments specialistAll remodeling & renovation contractors solutions