A small repair may be paid at the door. A panel upgrade or EV charger installation may involve a deposit, materials, and a final balance. We review these payments separately, so a blended rate does not hide what a large job costs.
We check how often technicians key cards.
We check whether the reader works reliably in the field.
We look at how payments connect to invoices and job records.
For bigger projects, we compare card and ACH options and examine any financing charges.
Commercial card payments may warrant a look at the purchase data your system transmits.
If you plan to charge customers for card use, the design must be checked against applicable rules before it goes live. We can help compare the payment options and coordinate the questions for your qualified compliance adviser.
Send a statement and a sample of your typical service and project invoices. We will put the fee in the context of the job.
