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Clover feature · Home & field services

On-site invoicing for plumbers: how it works day to day.

A practical walk-through of on-site invoicing on Clover for plumbers: what happens, who does what and what to set up first.

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On-site invoicing for a plumber

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 the person doing the job write the invoice, collect payment and send the receipt before leaving the property.

For a plumber, the detail that matters is this: a Flex Pocket in each van with cellular, and invoicing from the office for commercial accounts.

How it flows in a plumber

Dispatch

the call and trip fee are explained.

On site

diagnosis and a quote before work.

Completion

labor and parts are invoiced.

Close

open quotes and follow-ups are reviewed.

Why it is worth setting up properly

A plumber that waits for the office to bill waits for the money. Collecting at the job shortens the gap.

In a plumber, an invoice written while the work is fresh is rarely questioned.

Keep common line items ready.
Use a payment link for customers who are away.
Send the receipt before you start the truck.
List materials separately.

What plumbers should know before setup

Card on site by handheld, invoice by link for businesses and property managers, and some checks that still arrive.

Setup is done with you in the room: devices placed where they will really be used, items and modifiers entered in your language, a test of each payment type and a short training session for opening and closing.

The pitfall to avoid

Leaving without sending the receipt.

It matters more in a plumber because plumbing work is often an emergency call, and getting paid on site closes the loop before the van moves to the next job.

Call Now to Get Set Up: (305) 384-8391

Devices that fit a plumber

Flex Pocket: In every van
Flex: With printer for paper receipts
Mini: Dispatch desk

Before you switch it on

Where will it live, and how will it be powered and connected?
What is the busiest ten minutes of my day, and what happens in them?
Where will it live, and how will it be powered and connected?

How it is set up for a plumber

Trip fee, labor and parts as separate lines.

Who uses it and with what permissions

Plumbers in trucks and a dispatcher.

Worth knowing

Plumbing calls often start as an emergency and end as an itemized bill. A trip fee, an hourly rate and parts as separate lines let the customer see what they are paying for, and a receipt sent from the truck before the van moves reduces the phone calls that follow a surprise total. A short note on the invoice about what was found and fixed is worth more than a discount.

As explained by Merchant Fund Express. Updated 2026.

Common questions

Can the crew take payment without the office?

Yes. A cellular handheld takes the payment and sends the receipt from the site.

Can customers pay later?

An invoice with a payment link lets them pay from their phone.

Can I take payment at the job site?

Yes. A handheld on cellular takes payment right after the job and sends a receipt by text or email.

Who installs and trains my staff?

Our team installs on site, configures your items and trains your staff, then stays available by phone after launch.

Should I send a statement before I call?

It helps but is not required. A recent processing statement lets us compare your effective rate to what a Clover setup would look like for your sales mix.

Can I show the trip fee separately?

Yes. A trip fee can be its own item, so the customer sees it separately from labor and parts before the work starts.

Can the customer pay by link?

Invoices include a payment link, so a customer who is at work or away can pay from a phone without a call to the office.

Keep exploring

Ready to get set up with Clover?

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.

Call (305) 384-8391
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