Acceptable Payment Methods
Our services are pay-as-you-go. The only acceptable form of payment that we have besides prepay by check, is credit card on file. We do not provide service to anyone who insists on paying by check after the service has been completed. If they do not want to provide us a credit card, then they can prepay by check for the entire season. No exceptions to this rule!
Payment Receipt
Clients will only be charged once a service has been completed. They will be charged for that individual service. Our payment processor is Clearant who processes billions of dollars in payments every year, so their portal is secure. Once a client's card has been run, they will receive a receipt of the transaction in their email.
New Client Signup
A follow-up email is sent once an estimate is accepted. This triggers the automation to collect the clients credit card. If someone verbally accepts an estimate, it is best to direct them to manually "accept" the estimate email so that they receive the follow up email titled "Additional Step Required for Service".
Credit Card Automations
There are several credit card automations that are running at all times. These alert clients that their card on file is about to expire or ir there credit card is declined. For this reason, a portion of the customer service position is taking calls and emails of clients asking to update their payment information.
Update Client Credit Card
To update a client's credit card, either by phone or by email, it is best to instruct them to enter their payment information in our secure online payment portal. To send them the link, follow the steps below:
1. Go to client account
2. Go to "Send" and "Email" in the upper right action tabs
3. Select the email document titled "Additional Step Required for Service"
4. Next to where you select the document, select the form "Update Credit Card Information" and click send