First Time Setup and Accepting Terms and Conditions

Before you can complete this step, you'll need to have already signed into your work iCloud account on your iPhone and iPad (if you have one). If you need help with this, please email itsupport@goettl.com, and let them know you're trying to use Tap-to-Pay in ServiceTitan.

You'll also need to be assigned assigned to a job and ready to collect payment. Have your dispatch team assign a fake test job to you, if necessary.

1. On your iPhone (not your iPad), log in to the ServiceTitan Field Mobile app.
2. Go into the invoice section in the ServiceTitan Field mobile app on the far-right side.
   
1. 
   
3. Scroll down and tap on the Pay button.
   
1. 
   
4. The Payment Amount will already be pre-filled with the invoice total. You can do a partial payment by entering a different amount and using a different payment method, or leaving it as is.
   
5. Tap on Payment Type, and select a credit card option from the list, and Tap To Pay will appear as a button.
   
1. 
2. 
   
6. After tapping on Tap To Pay, the customer's Payment Authorization screen will appear. Have the customer sign with their finger, and then tap Charge $[whatever the dollar amount is] at the bottom.
   
1. 
2. 
7. You'll be greeted to a one-time Terms and Conditions form you'll need to accept. Tap on Continue at the bottom.
1. 
2. Note: If you don't see this, and instead see a spinning circle, make sure you've already signed into your work iCloud account on your iPhone and iPad (if you have one). If you need help with this, please email itsupport@goettl.com, and let them know you're trying to use Tap-to-Pay in ServiceTitan.
8. You'll then be greeted to a long, boring list of Terms and Conditions. Tap Agree to continue, and you'll then see Account Linked ✔️.
   
1. 
2. 
9. You should see a Tutorial on how to use Tap to Pay - you can either read through it, or tap Next in the upper-right corner several times.
   
1. 
10. You'll then get an offer to get updates about Tap to Pay - tap on Not Now at the bottom.
    
1. 
11. Finally, you'll be greeted by one last You're Ready! page. Tap on text Start accepting payments in the middle of the screen to proceed. And that's it! You'll never have to go through this again, and can use Tap-to-Pay like normal. Time to reward yourself with some coffee!
    
1. 
   

Collecting Payments on iPhone

1. Before continuing, please ensure you've completed the First Time Setup and Accepting Terms and Conditions section above.
2. From your iPhone, go into the invoice section in the ServiceTitan Field mobile app on the far-right side.
   
1. 
   
3. Scroll down and tap on the Pay button.
   
1. 
   
4. The Payment Amount will already be pre-filled with the invoice total. You can do a partial payment by entering a different amount and using a different payment method, or leaving it as is.
   
5. Tap on Payment Type, and select a credit card option from the list, and Tap To Pay will appear as a button.
   
1. 
2. 
   
6. After tapping on Tap To Pay, the customer's Payment Authorization screen will appear. Have the customer sign with their finger, and then tap Charge $[whatever the dollar amount is] at the bottom.
   
1. 
2. 
   
7. Next, you'll see Hold Here to Pay at the top of the screen. Tap the top-half of your iPhone on their physical card, or their virtual card/wallet, depending on their preference.
   
1. 
   
8. Once the payment is accepted, have the customer sign for the payment if needed, and tap Done.
9. Congrats! You've successfully used Tap-to-Pay. Time for some much deserved coffee!

Collecting Payments on iPad (coming soon)

Heads up! This feature is coming soon in a soon to be released ServiceTitan Field Mobile app update.

Tap-to-Pay directly on an iPad is not available as iPads don’t support NFC. However, you can still easily complete Tap-to-Pay on your work iPad by scanning a QR code with your work iPhone when collecting payment. Best of all, this will automatically prompt you any time you attempt to use Tap-to-Pay on your iPad as well.

1. Before continuing, please ensure you've completed the First Time Setup and Accepting Terms and Conditions section above.
2. From your iPad, go into the invoice in the ServiceTitan Field Mobile app.
   
3. Tap on the Pay button.
   
4. Select either Full Balance or enter a Partial Balance.
   
5. Tap Tap to Pay, and the Scan QR Code screen appears.
   
6. Open the camera on your iPhone, and scan the QR code on your iPad, and the Pay screen will appear on your iPhone.
   
7. On your iPhone, tap Tap-to-Pay and complete the transaction.
   
8. Return to your iPad, and tap Close on the Scan QR Code screen. The ServiceTitan app on your iPad will automatically refresh with the added payment details.
   

Troubleshooting