Signed scope before the work starts

A signed scope protects water treatment dealers when a customer disputes a charge later. 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 water treatment & well services

How each solution supports water treatment & well services

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

Square Invoices

For water treatment & well services: Send itemized invoices for repair calls, installation deposits and service invoices and track deposits, due dates and outstanding balances. Most water treatment dealers quote softener, filtration and well service jobs before the work starts, and Square Invoices keeps the estimate, deposit and final payment on one record. 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 water treatment & well services: Document the scope, payment schedule and customer approval for repair calls, installation deposits and service invoices before work begins. A signed scope protects water treatment dealers when a customer disputes a charge later. 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

Recurring Billing

For water treatment & well services: Schedule and manage payments for maintenance plans and recurring service visits, including renewals and customer account balances. Bill softener rentals and salt delivery automatically each month. Recurring billing charges a saved card or bank account on a schedule, with retries when a payment fails.
  • Design plan structures and billing dates
  • Set up clear authorization and cancellation terms
  • Import existing autopay customers where permitted
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Consumer Financing

For water treatment & well services: Present financing options for repair calls, installation deposits and service invoices 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 water treatment & well services: Organize evidence for disputed repair calls, installation deposits and service invoices, 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 water treatment & well services: Arrange a processing account for repair calls, installation deposits and service invoices, with checkout methods matched to how customers pay. Typical tickets for water treatment dealers run $500 to $12,000, 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 Contracts questions

Questions home services company 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 water treatment & well services 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 home services company payments specialistAll water treatment & well services solutions