Field payments
Run the card on site, or text a pay link the customer opens on their phone. Money lands in your bank, receipts sync to your CRM, and a job cannot be closed while it still owes.
Most solar service work gets completed in the field and then sits unpaid for days while the office chases a check. SolarProjeX closes that gap. Your tech collects payment at the moment the work is signed off, using the same phone they already run the job on.
Take a card on site with a captured signature, or send a pay-by-link the customer opens instantly with Apple Pay, Cash App, Klarna, and standard cards. Funds settle to your own bank account through Stripe, and a receipt pushes straight back into your CRM so the office never rekeys a payment.
How it works
Enter the card, capture a signature, done. The customer walks away with a receipt and you walk away paid.
Not ready to pay at the door? Send a link. Apple Pay, Cash App, Klarna, and cards all work from their phone.
Stripe Connect pays out to your account. No middleman holding your money, no monthly minimum.
The completion gate stops a job from closing with money still owed unless a manager overrides it.
Payments run through Stripe Connect into a connected account you own, so funds settle directly to your bank on Stripe’s normal payout schedule.
Cards on site, plus pay-by-link options including Apple Pay, Cash App Pay, Klarna, and standard debit and credit cards.
No. A completion payment gate blocks closeout while a balance remains. A manager can override with a reason if needed.
Yes. Paid status and receipts push back to your connected CRM automatically, so the office does not rekey anything.
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