Tap to Pay

Take a card with the phone in your pocket

With Tap to Pay in the ServFlo Tech app, customers tap a card, phone or watch on your technician's phone. There's no card reader to buy, pair or charge.

Start free — 14 days Book a demo

Included on every plan

Payments

$6,284.50

Collected this week · 23 payments

AllCardBank

Next payout $2,914.36

Arriving Thursday, Oct 15 · Checking •••• 3320

Morgan Lee
Visa •••• 4242 · 11:07 AM
Succeeded$480.00
Hartley Dental
Bank •••• 6789 · 10:22 AM
Processing$1,840.00
Grace KimAutopay
Mastercard •••• 5510 · 8:00 AM
Succeeded$29.00
Jen Alvarez
Visa •••• 1881 · Yesterday
Succeeded$245.00
Riverside Cafe
Amex •••• 1005 · Yesterday
Refunded−$60.00

9:41

Bright Air Heating & Cooling

Invoice INV-2231 · Morgan Lee

Amount due

$480.00

Water heater repair · 5 itemsView

CardBank (ACH)

4242 4242 4242 4242VISA

08 / 28•••

ZIP62704

Pay $480.00

Secure payment · Powered by Stripe

The short answer

Can I take card payments on my phone without a card reader?

Yes, with Tap to Pay. In the ServFlo Tech app, the customer taps a card, phone or watch on the back of a supported phone, and the money goes to your business's Stripe account. It's on every ServFlo plan, starting with Core ($49 a month). Stripe bills its in-person card rate to your business; ServFlo adds no fee.

No card reader

Cards, Apple Pay and Google Pay on supported phones, paid into your own Stripe account.

Deposits on the spot

Take a quote's deposit by tap when the customer approves in the kitchen.

Saved cards

Charge a card the customer saved, with their OK, when you allow it.

How Tap to Pay works

Tap to Pay is the first choice on Collect payment, with the amount due already on the button.

Open the job's invoice, tap Charge now, then Tap to Pay
Change the amount first to take part of the balance
The customer holds their card, phone or watch near your phone until the check mark
If the card asks for a PIN, hand them the phone to type it
Text or email the receipt; the invoice is marked paid when Stripe confirms
A declined card is explained in plain words, and nothing is charged

9:41

‹ TodayIn progress

JOB-1047 · 10:30–12:00

Dev Patel

82 Linden Ct, Springfield

DirectionsCall

Why you're here

AC runs but upstairs won't drop below 80°. Side gate code 4412.

Checklist · 2 of 3

Check refrigerant pressures
Clean condenser coil
Test run capacitor

Photos

Complete and collect $389

TodayScheduleTimeMore

Deposits and saved cards

Close the sale and collect in the same visit.

On an approved quote, choose Tap to Pay for the deposit, next to cash and check
The deposit moves onto the invoice when the quote is invoiced
Card on file shows when a customer saved a card, for example for a membership
Technicians can charge saved cards only if an owner or admin turns it on; it's off by default
Office staff can always charge a saved card

servflo.ai/q/k7x2m9

Bright Air Heating & Cooling

(217) 555-0142 · Springfield, IL

Quote Q-1087

Expires Oct 28, 2026

Prepared for Erin and Tom Brennan · 42 Oakview Dr

Replace or repair your AC and furnace

Thanks for having us out, Erin. Your 2009 system is still running, but the AC coil is leaking. Here are three ways to go. Pick the one that fits and approve it right here.

Priya Shah

Comfort advisor

Good

Repair and tune-up

Get this season out of your current system.

$484

Replace run capacitor$185
Furnace tune-up and flame sensor$129
Refrigerant top-off, 2 lb$170

Approve good

Recommended

Better

14 SEER2 AC and 96% furnace

A matched, efficient system with lower bills.

$9,300

10% deposit today · $930

3-ton AC and 96% gas furnace$7,450
Install, permit and haul-away$1,850
10-year parts and labor warrantyIncluded

Approve better

Best

High-efficiency heat pump

Quiet variable-speed comfort, all year.

$14,650

18 SEER2 variable-speed heat pump$11,900
Install, line set and haul-away$2,400
Smart thermostat, installed$350

Approve best

You'll sign by typing your name. Nothing is charged until you approve.Ask for changesDecline

What you need

Tap to Pay uses the Stripe account you already connect for online payments.

Online payments set up with Stripe, and your business address in Settings
Technicians can collect payment, turned on in Settings
A supported phone with NFC: the button only shows on phones that can take a tap
Signal: without it, the customer scans the pay-later QR code instead
Refunds go back to the card from the office, like any card payment

Payments

$6,284.50

Collected this week · 23 payments

AllCardBank

Next payout $2,914.36

Arriving Thursday, Oct 15 · Checking •••• 3320

Morgan Lee
Visa •••• 4242 · 11:07 AM
Succeeded$480.00
Hartley Dental
Bank •••• 6789 · 10:22 AM
Processing$1,840.00
Grace KimAutopay
Mastercard •••• 5510 · 8:00 AM
Succeeded$29.00
Jen Alvarez
Visa •••• 1881 · Yesterday
Succeeded$245.00
Riverside Cafe
Amex •••• 1005 · Yesterday
Refunded−$60.00

9:41

Bright Air Heating & Cooling

Invoice INV-2231 · Morgan Lee

Amount due

$480.00

Water heater repair · 5 itemsView

CardBank (ACH)

4242 4242 4242 4242VISA

08 / 28•••

ZIP62704

Pay $480.00

Secure payment · Powered by Stripe

Questions, answered

Something else on your mind? Ask us and a person will answer.

Do I need a card reader to take payments in the field?

No. Tap to Pay turns a supported phone into the card reader. Customers tap a contactless card, Apple Pay or Google Pay on the technician's phone in the ServFlo Tech app.

Which phones work with Tap to Pay?

Supported phones with NFC. The Tap to Pay button only shows on a phone that can take a tap; on Android that's Android 13 or newer with NFC and developer options off. Any phone can still show the pay-later QR code or record cash and checks.

What does Tap to Pay cost?

ServFlo adds no fee. Tap to Pay payments are card payments in your own Stripe account, and Stripe bills its in-person card rate to your business.

Can my techs take a deposit when a customer approves a quote?

Yes. On the approved quote, enter the deposit and choose Tap to Pay next to cash and check. ServFlo saves the quote and opens Tap to Pay for the deposit, which moves onto the invoice later.

What if there's no signal at the job?

Tap to Pay needs signal. Without it, the app shows the job's pay-later QR code: the customer scans it and pays once they're online. Cash and checks work offline.

Can technicians charge a customer's saved card?

Only if an owner or admin turns on Let technicians charge saved cards in Settings → Payments; it's off by default. The tech asks the customer first, checks the amount and charges. Office staff can always charge a saved card.