Tap to Pay
Review Monster's CRM lets you take a card in person with nothing but your phone. The customer taps their card, or their phone or watch, on the back of your iPhone or Android phone, and the job is paid.
There's no card reader to buy, pair or keep charged. If the phone is in your pocket, you can take a payment.
How it works on the job
Open the job, tap Collect payment, then Tap to Pay. The amount owed is already filled in. Hand the phone over, the customer taps, and you're done.
The payment books itself against the job and its invoice, so the office sees it paid without a phone call or a note.
- Works with contactless cards, Apple Pay and Google Pay
- No extra hardware
- Runs through your own Stripe account
- The job's balance updates on its own
Set up once, then it's just there
Tap to Pay uses the same Stripe connection as the rest of your payments. Once Stripe is connected in Settings, Payments, the Tap to Pay button is ready on every job.
If Stripe isn't connected yet, the button takes you straight to the setup page instead of failing in front of a customer.
Why it helps
Getting paid on the spot means fewer invoices sitting open and fewer follow-up calls. It also means the customer pays while they're happy with the work and standing right there looking at it.
In practice
A tech finishes a furnace tune-up and walks the homeowner through what he found. He taps Collect payment on the job, then Tap to Pay. She holds her phone against his for a second, it beeps, and the job reads paid. By the time he's back in the van, the office can see it.
Step-by-step help for tap to pay is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Do I need a card reader for Tap to Pay?
No. Tap to Pay uses the phone itself. The customer taps their contactless card, phone or watch on your iPhone or Android phone.
Does a Tap to Pay payment show up on the job?
Yes. It's booked against the job and its invoice automatically, so the balance clears without anyone typing it in.
What do I need to use Tap to Pay?
A connected Stripe account and the Review Monster CRM app on a supported iPhone or Android phone. You connect Stripe once from Settings, Payments.
Works well with
Take cards online through your own Stripe account, save cards on file and track every refund.
The Review Monster CRM app for iPhone and AndroidYour whole CRM on your phone: schedule, jobs, texts, calls and payments, with alerts when something needs you.
InvoicesSend an invoice as a link that opens straight to it, with reminders, deposits and a clean PDF.
Crew app for techs and subcontractorsYour crew gets their jobs, a clock, mileage, receipts and pay history on their phone, and only what they need.
Tap to Pay comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.