Trades Workflow feature

Contractor Payment Tracking Software

Record cash, check, and external payments now, with online payment workflows ready when a processor is configured.

What it does

Trades Workflow tracks payment status and payment history against invoices. Online payment links are positioned as processor-ready and should be enabled only when the company has the payment setup configured.

Why contractors need it

Payment records should live with the invoice, not in a separate notebook or processor login that only one person checks.

Example workflow

If a customer pays by check, the office records the reference. If online payments are configured, the invoice can support a customer-friendly payment workflow.

What to expect

• Payment status tracking
• Cash, check, and external payment records
• Processor-ready online payment workflows
• Receipts and balance context

Claim control

Online payment language is intentionally integration-ready, not a blanket promise that every account has processing active by default.

Related product areas

Work order software | Contractor dispatch software | Field technician app | Field service software pricing