Signed scope before the work starts

Capture the signed contract and the required notice of cancellation together. Square Contracts builds contracts with e-signature that attach to Square estimates, invoices and appointments, free of charge.
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Payment solutions for window, door & siding installers

How each solution supports window, door & siding installers

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

Square Invoices

For window, door & siding installers: Send itemized invoices for project deposits, progress invoices and final balances and track deposits, due dates and outstanding balances. Take the order deposit when the contract is signed and invoice the balance at install. 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 window, door & siding installers: Document the scope, payment schedule and customer approval for project deposits, progress invoices and final balances before work begins. Capture the signed contract and the required notice of cancellation together. 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

Consumer Financing

For window, door & siding installers: 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 window, door & siding installers: 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 window, door & siding installers: Arrange a processing account for project deposits, progress invoices and final balances, with checkout methods matched to how customers pay. Typical tickets for window, door and siding installers run $5,000 to $40,000, 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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ACH Payments

For window, door & siding installers: Offer bank-account payments for project deposits, progress invoices and final balances, with authorization and invoice matching built into the workflow. Typical tickets for window, door and siding installers run $5,000 to $40,000. 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

Square Contracts questions

Questions contractor owners ask about getting paid in the field.
Square provides contract templates and electronic signature collection. Roots helps configure the templates and customer workflow.
Square Contracts works with Square Invoices and Appointments. We help plan the agreement, payment reference and customer handoff.
Bring your agreement templates, invoice process and signature requirements. Roots uses these details to plan the workflow for window, door & siding installers 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 window, door & siding installers solutions