From $200 service calls to $15,000 system replacements, handle every payment. Collect deposits, process on-site cards, offer financing, and send payment links.
These challenges cost you time, money, and customers. IntelliDrive OS solves them.
Asking a homeowner to write a $5,000 check as a deposit feels risky for both parties. Without secure digital deposit collection, deals stall.
You tell customers to apply for financing through a third-party site. Many never follow through and the sale dies.
The tech finishes a repair but the homeowner is not there, or does not have their wallet. You send a bill and wait weeks.
Six capabilities designed specifically for how hvac technicians work.
Send a deposit payment link via text or email. Customer pays securely from their phone. Funds confirmed before you order equipment.
Customers apply for financing directly in the checkout flow. Approved amounts show as a payment option alongside card and cash.
Techs process card payments on service calls with tap-to-pay or a compact Bluetooth reader. No separate merchant account needed.
Split large installations into milestone payments (deposit, rough-in, completion). Track paid and outstanding amounts per job.
Outstanding balances trigger email and SMS reminders on a schedule you set. No manual follow-up required.
See revenue by service type, by tech, and by payment method. Card fees, deposits, and financed amounts broken out clearly.
Four simple steps to transform your payment processing workflow.
Customer approves the proposal and pays the deposit via payment link. Funds confirmed in your account.
Track progress payments on multi-day installations if applicable.
Collect the balance via card on-site, payment link, or financing. Customer selects their preferred method.
Full payment history logged on the customer profile. Digital receipt with equipment details and warranty sent.
Real improvements from hvac technicians using IntelliDrive OS.
Digital deposit collection eliminates bounced checks and secures your equipment order.
Financing options let homeowners afford higher-SEER systems that would otherwise be out of budget.
On-site collection and automated reminders dramatically reduce outstanding receivables.
Join hvac technicians who use IntelliDrive OS to save time, reduce errors, and grow their business.
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