Take the payment before the truck leaves the driveway
Optimiz Pay is payment processing built into the platform, not bolted on. Cards, digital wallets, bank payments and tap-to-pay all run through the same system that already knows the job, so every payment lands on the right invoice without a separate processor account.
- Tap-to-pay on the technician's phone, no extra hardware required
- Every payment reconciles to its job and invoice automatically
- One dashboard for disputes, refunds and payouts
Charged on site, matched to the job instantly
A separate payment processor means a separate mess
Bolting a generic payment terminal onto your field service software leaves you matching transactions by hand and explaining chargebacks with no job history attached.
Collect payment the moment the job is done
A technician can take a card or a digital wallet payment directly from their phone standing in the driveway. No card reader to carry, no separate app to open, no waiting for the office to invoice later.
- Tap-to-pay works with the phone already in the tech's pocket
- Payment closes the job and the invoice in the same action
- Customers can also pay from the invoice's payment link later
Every dollar traceable to the job it came from
Payments post against the invoice, the job and the customer automatically. Disputes come with the job record attached, so answering a chargeback doesn't mean digging through old paperwork.
- Automatic reconciliation removes end-of-week matching
- Dispute cases carry the job's photos, signature and notes
- Payout visibility shows what's landing in your account and when
What you get out of the box
Live in an afternoon, not a quarter
Job finishes
The technician closes out the visit and the invoice is ready to collect against.
Take the payment
Tap to pay in the field, or send the customer the payment link.
Payment settles
The charge processes and posts against the invoice and job automatically.
Books stay current
Reconciliation happens without anyone matching numbers by hand.
Built for the people doing the work
Part of the same platform, not a bolt-on
Optimiz Pay shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Optimiz Pay is built into every plan as your payment processing option — there's no separate processor account to set up. Processing is part of using the platform, not a line-item add-on.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
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Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyGet paid where the work happens
Take the payment on site and let it reconcile itself, instead of chasing it after the invoice goes out.