Clover feature · Home & field services
A practical walk-through of on-site invoicing on Clover for HVAC contractors: what happens, who does what and what to set up first.
✓ Installed by our team and supported by phone. Rates and equipment are quoted to your business.
Merchant Fund Express configures this Clover capability with your devices, menu and team, so it is working from the first shift.
On-site invoicing lets a HVAC contractor write the invoice and collect payment at the job.
For a HVAC contractor, the detail that matters is this: a Flex Pocket per van, invoicing for installs and a Station Duo or Mini at the office.
emergency vs scheduled calls are separated.
diagnostics lead to a repair-or-replace quote.
the invoice is paid by card or link.
maintenance plan renewals are reviewed.
In a HVAC contractor, an invoice written while the work is fresh is rarely questioned.
Money that waits for the office waits for a week. Collecting on site shortens the gap between finishing the work and getting paid, and puts the line items in front of the customer while the job is fresh.
Card on site for repairs, invoices and deposits for installs, and recurring billing for service plans.
Our team ships hardware configured, then comes on site to place it, connect it, build your items and train your staff. We stay on the line through your first service.
Quoting a total in conversation and then entering something different. The invoice should match what was said.
It matters more in a HVAC contractor because hVAC demand is seasonal, with summer and winter peaks that stack emergency calls and maintenance-plan renewals.
Service calls, parts and installs are separate; maintenance agreements are recurring items.
Technicians in trucks and a dispatcher. A handheld per truck.
For an HVAC company the maintenance plan is the engine: it smooths the seasons and feeds installs. Reporting plan renewals separately from repair calls shows how healthy the base is, and a replacement quote should be a deliberate step from a repair call, with the deposit and financing question handled before the crew is scheduled.
As explained by Merchant Fund Express. Updated 2026.
Yes. A cellular handheld takes the payment and sends the receipt from the site.
An invoice with a payment link lets them pay from their phone.
Yes. Deposits and milestone payments can be invoiced and tracked against the job.
Call (305) 384-8391. We help you troubleshoot, switch to a backup device or arrange a replacement, and we plan a backup connection when we set you up.
Our team installs on site, configures your items and trains your staff, then stays available by phone after launch.
Recurring billing supports plans; ask us to confirm the setup.
Deposits are recorded as partial payments against the job, so a large install is committed financially before equipment is ordered.
Call Merchant Fund Express. We install it, train your staff and stay on the line after launch. Ask for a free rate review while you are at it.
