Built for Field Service Software
Field service payment processing
from driveway to office
CSIPay is the embedded payments platform for field service software in the Constellation ecosystem. Techs collect on site, the office sends invoices to pay by link, and the job closes when the money posts.
The best time to collect is while the truck is still in the driveway.
Field service revenue leaks in the gap between finishing the work and getting paid. If the technician can take payment on site, the job closes on the spot. If not, the invoice goes to the office, ages for weeks, and someone spends Friday calling customers. Send to pay invoicing shrinks that gap: the invoice arrives by text or email with a link, and the customer pays from their phone the same day.
The complication is that field payments happen in three places: at the job, from the office, and sometimes as a deposit before the crew is even scheduled. When those run on different systems, the field service software stops being the source of truth. CSIPay embeds all three in your platform, so on site mobile payments and office invoicing post back to the same work order.
Everything field service software needs to get jobs paid.
On site mobile payments
Technicians take card payment at the job, and the payment closes against the work order.
Send to pay invoicing
Invoices go out by text or email with a payment link, and the customer pays without a phone call.
Deposits on scheduled work
Collect a deposit when the job is booked and the balance when the work is complete.
Office and account billing
Bill commercial accounts and recurring service agreements from the back office through the same layer.
Security built in
Every payment, in the field or from the office, is protected to PCI DSS Level 1.
Revenue for your platform
Field service volume becomes platform revenue through our partnership and PayFac as a Service models.
A payments layer that follows the work order.
CSIPay is the embedded payments platform for Constellation Software and Jonas Group companies, including the software that dispatches trucks and runs service businesses. Because payments live inside the platform, the work order stays the single record of the job, and the processing relationship stays inside the ecosystem.
The infrastructure holds up in the real world: more than 4,000 merchants on the platform, PCI DSS Level 1 security, a 99.9% uptime SLA, and coverage across the US and Canada, including card not present payments in Canada, which covers every payment link a customer taps.
What that means for you
- Built for field service software in Constellation and Jonas Group
- One partner from the driveway to the back office
- Every field and office payment protected to PCI DSS Level 1, on a 99.9% uptime SLA
- US and Canada, card present on site and card not present by link
Three steps to collecting at the curb.
Embed field payments
Integrate CSIPay through our APIs and on site payment and pay by link become features of your product.
Onboard your contractors
Service businesses get underwritten and collecting quickly, with compliance carried by CSIPay.
Grow job by job
Every work order paid through your platform builds your processing share. When you grow, we grow.
Field service payment questions.
What is send to pay invoicing?
It is invoicing where the customer receives a text or email with a secure payment link and pays from their own device. The payment posts back to the invoice and work order in your field service software, without office staff taking a card over the phone.
Can technicians take payment at the job site?
Yes. Techs collect card payment on site, and the payment settles against the work order, so dispatch and the office see the job as paid in real time.
How do deposits on scheduled jobs work?
A deposit is collected when the job is booked, and the remaining balance is collected on completion, on site or by payment link. Both payments live on the same work order record.
Why should a field service platform embed payments?
Because the work order is the business. When payments run through a separate system, jobs show complete in one place and unpaid in another. Embedding CSIPay keeps scheduling, completion, and payment on a single record, and turns processing into platform revenue.
Close the job and the payment together.
Bring field service payment processing into the software your service businesses dispatch from. When you grow, we grow.
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