Clover feature · Home & field services
A practical walk-through of virtual terminal 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.
A virtual terminal lets a HVAC contractor take a card for a phone or mail order securely.
For a HVAC contractor, the detail that matters is this: card on site for repairs, invoices and deposits for installs, and recurring billing for service plans.
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, a virtual terminal gives a record of every keyed order if a charge is questioned.
Phone orders are real sales, and writing a card number on a pad is the riskiest way to take them. A virtual terminal keeps the number out of paper and gives you a record to point to if a charge is questioned.
Crews of technicians and installers, with a dispatcher; revenue by technician and job type guides staffing.
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.
Keying a card from a note taken earlier. Enter it live so errors are caught while the customer is on the line.
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.
Large installs use deposits and progress payments.
shows recurring base.
shows mix.
shows quality.
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.
Use the virtual terminal and never write the number down; keep order details for your records.
Card-not-present sales carry more fraud risk, so they are priced separately.
Recurring billing tools can support plan renewals; we will confirm the best setup for your plans.
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.
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.
