Pass card costs on large tickets, by the rules

Offer compliant surcharging as a feature your contractors can switch on. 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.
Talk to a software platform payments specialistAll field service software solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for field service software

How each solution supports field service software

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

Embedded Payments

For field service software: Put checkout for customer payments, software subscriptions and platform fees inside your software, keeping payment events connected to customer and operating records. On-site card, tap and invoice payments inside your app. Roots helps software platforms embed white-label payment acceptance with in-app merchant onboarding, dashboards and a revenue share. You don't carry the cost of becoming a payment facilitator yourself.
  • Pick a model: referral, managed payfac or a full payfac path
  • Handle integration and embedded UI build
  • Price your payments product and model margins
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Payouts

For field service software: Distribute amounts owed to platform merchants and software partners, with payment references matched to customer accounts, payment events and platform fee allocations. Subcontractors are paid per completed job. Roots sets up bulk and API-triggered payouts provided through our licensed banking and money-transmission partners, covering ACH, same-day ACH, RTP, FedNow and push-to-debit where supported.
  • Map your funds flow and match each payment type to a rail with our banking partners
  • Build or connect the payout API and approval workflow
  • Configure schedules, limits and payee notifications
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Square Integrations

For field service software: Connect Square transaction data with the tools used to manage customer accounts, payment events and platform fee allocations, reducing repeated data entry. Field businesses on Square can be integrated with your software. Roots Payments, an independent Square Reseller, connects Square to accounting, reporting and operations tools using Square's published APIs and app integrations.
  • Roots service: integration audit and plan
  • Roots service: setup and testing
  • Roots service: ongoing support
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Custom Development on Square

For field service software: Build a Square-based payment workflow around customer payments, software subscriptions and platform fees, with custom software for your operating process. Build a Square integration so contractors who already use Square can connect their accounts to your product through Square's APIs. Roots builds custom apps and integrations on Square's public APIs. This is Roots' work, not a Square product.
  • Scope and build the integration between Square and your software platform
  • Two-way sync of jobs, invoices and customers
  • Dashboards and automations Square doesn't offer natively
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Custom Payment Integration

For field service software: Connect the payment flow for customer payments, software subscriptions and platform fees with your software and the operational records behind customer accounts, payment events and platform fee allocations. Double entry between your software platform and payments costs field service software companies hours every week. Roots builds integrations that tie payments to the software you run your business on.
  • Discovery and scoping
  • Build, test and launch
  • Ongoing maintenance
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Text to Pay

For field service software: Send a payment request for customer payments, software subscriptions and platform fees by text so customers can pay against a specific order or invoice. Add text-to-pay to your field-service platform so contractors can send secure payment links and customers can pay from their phone.
  • Set up message templates and consent
  • Connect links to your invoices or software platform
  • Report on paid and unpaid requests
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ACH Payments

For field service software: Offer bank-account payments for customer payments, software subscriptions and platform fees, with authorization and invoice matching built into the workflow. Field-service software can support a wide range of invoice sizes. Roots configures card and ACH payment options for your customers and connects payment records to your platform.
  • Set up ACH on invoices and payment pages
  • Write authorization language
  • Explain return and settlement timing
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$2,306.20 · ref ACH-7731

Credit Card Surcharging

For field service software: Plan credit-card surcharge disclosures for customer payments, software subscriptions and platform fees, keeping eligible card payments distinct at checkout. Offer compliant surcharging as a feature your contractors can switch on. 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

Credit Card Surcharging questions

Questions software platform teams ask about payouts.
A surcharge adds a fee to an eligible card payment. A cash discount offers a lower price for cash. Roots reviews the proposed program with your processing partner before setup.
We help plan the required customer notices, checkout display and receipt for the program confirmed for your business.
Bring your processing costs, card mix, customer notices and checkout equipment. Roots uses these details to plan the workflow for field service software and prepare a clear setup scope.
Request a quote for your business and the setup you need. We review the scope and costs with you before you proceed. Consultations and payment reviews are free.

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Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to a software platform payments specialistAll field service software solutions