PAGE ONE INSIGHTS

Merchant Solutions

We set up the payment side of your business so getting paid is as easy as getting the job: card processing in person and online, invoices and payment links your customers can pay from their phone, recurring billing for ongoing work, and a gateway that connects to your CRM so every payment lands next to the lead it came from.

Strategic approach

Payments that fit how service businesses work

Most service companies get paid in three places — on site, over the phone, and online — and the tools rarely talk to each other. We set up one merchant account and gateway that covers all three, then connect it to the systems you already run on.

With the right setup, your business can:

  • Accept cards on site, by phone, or online
  • Send invoices and pay-by-link from any device
  • Bill recurring work automatically
  • See every payment next to the lead it came from

Digital growth analysis Free review

Review how you get paid today

We look at:

  • 01Where payments happen (field, phone, online)
  • 02Invoicing and follow-up steps
  • 03Recurring or membership billing
  • 04Statement and fee clarity
  • 05Chargeback and dispute handling

You get a plain-language recommendation before anything changes.

What we do

What we set up

Card processing

Accept credit and debit cards in person, over the phone, and online through one merchant account.

Virtual terminal & payment links

Key in a payment from any browser, or text and email a secure link your customer pays from their phone.

Invoicing

Branded invoices with a pay-now button, automatic reminders, and a clear paid/unpaid view.

Recurring billing

Maintenance plans, memberships, and installments billed on a schedule without re-keying cards.

Cash discount & surcharge programs

Where permitted, offset processing costs with compliant cash-discount or surcharge pricing — set up and disclosed correctly.

Secure vault & CRM connection

Cards are tokenized and stored by the gateway, never on your devices, and payments post to your CRM records automatically.

Real growth

From the invoice to the bank

Getting paid should close the loop on the job, not open a new one. We connect your payments to:

  • Your CRM and lead records
  • Invoices and receipts
  • Recurring subscriptions
  • Reporting you can actually read
  • Your CRM and lead records
  • Invoices and receipts
  • Recurring subscriptions
  • Reporting you can actually read

So every job ends with a payment you can find, and a customer you can bill again.

What’s included

What’s included in merchant setup

We handle the application, the configuration, and the training — so you go from “how do we take cards?” to taking them.

  1. 01

    Merchant account setup

    Application and underwriting handled with you; deposits go to your existing business bank account.

  2. 02

    Gateway & terminal configuration

    Virtual terminal, payment links, and any countertop or mobile hardware you need.

  3. 03

    Invoice & payment-link templates

    Branded templates with your logo, terms, and automatic reminders.

  4. 04

    Recurring billing

    Plans and schedules configured for maintenance agreements and installments.

  5. 05

    CRM connection & training

    Payments post to your CRM, and your team learns the day-to-day in one session.

FAQ

Common questions about merchant solutions

Straight answers, drawn from how the service actually works.

No. A merchant account deposits into the business bank account you already use. We handle the application and configuration; your banking stays where it is.

Yes. Payment links can be sent by text or email, and invoices include a pay-now button, so customers can pay from their phone without an app or account.

Yes. Payments, invoices, and recurring billing post to your CRM records, so the lead, the job, and the payment live in one place. If you don’t have a CRM yet, see our CRM & call tracking systems.

Pricing depends on your volume, average ticket, and how you accept cards. We review your current statement and explain the options in plain terms — including cash-discount or surcharge programs where they’re permitted — before you sign anything.

Let’s talk

Be on top & get more traffic to your business

Taking payments should be the easiest part of the job.

  • Accept cards anywhere you work
  • Invoice and bill recurring work automatically
  • Keep payments connected to your CRM

One account, one gateway, and a clear view of who has paid — set up by the same team that builds your lead systems.

Pairs well with

Services that work alongside merchant solutions

CRM & Call Tracking Systems

Track every call, automate follow-ups, and manage your leads with custom CRM and professional call tracking systems.

Explore

High-Converting Website Design

Custom websites built to load fast, rank well, and turn visitors into qualified leads with clear calls-to-action on every page.

Explore

Google Business Profile Optimization

Optimize your Business Profile to rank higher in local search, appear in the map pack, and generate more calls from nearby customers.

Explore

YOUR NEXT CHAPTER STARTS HERE

Let’s turn more searches into customers.

Get a free look at your website, Google presence, and lead follow-up—and a clear plan for what to improve.