Navigation: Mobile Applications > Tech Pro Mobile Application > Using Tech Pro: Payment This Help File Page was last Modified on 06/30/2017

❑For those Companies who authorize their Technicians to collect the Payment for a completed Service Ticket while on-site, this is the recommended process for that action.

•On the Service Ticket - Detail page: Tap the Menu Icon and Choose the Payment option.

 

Tech Pro - Payment page

 

❑Understanding & Using the Payment page:

•Balance - This Amount - if displayed - represents the Subscriber's Balance which existed prior to any charges for this Service Ticket.

•Payment Type - Tap the Down-Arrow on the right of the Payment Type field to view a list of all Payment Types.

 

Tech Pro - Payment page - Payment Types

 

✓Tap the appropriate Payment Type option to select it.

 

•Recording a Payment - Based on the Payment Type that was selected, enter that required information set.

✓Payment by Cash - Complete the Payment page for a Cash Payment:

▪Payee Name - Enter the Payee Name

▪Signature - Have the this person write their Signature in this box.

▪Email Receipt - Tap this option to Email a Receipt to the Email address on file.

▪Clear - If the person wants to re-enter their Signature: Tap the Clear button to erase the current Signature and re-enter.

 

✓Payment by Check - Complete the Payment page for a Check Payment as illustrated below:

 

Tech Pro - Payment page - with Check Payment Type entry

 

▪Amount - Enter the Amount of this Check.

▪Check Number - Enter the Check Number of this Check

▪Payee Name - Enter the Payee Name

a)If it is Personal Check: the Name as it appears on this Check

b)If a Business Check: the Name of the person who has signed the Check.

▪Signature - Have this person write their Signature in this box.

▪Email Receipt - Tap this option to Email a Receipt to the Email address on file.

▪Clear - If the person wants to re-enter their Signature: Tap the Clear button to erase the current Signature and re-enter.

 

✓Payment by Credit Card - Complete the Payment page for a Credit Card Payment as illustrated below:

 

Tech Pro - Payment page - with Credit Card Payment Type entry

 

▪Amount - Enter the Amount of this Credit Card Payment.

▪Transaction ID - When available, enter this information for Credit Card Payment.

▪Payee Name - Enter the Payee Name (as it appears on the Credit Card).

▪Signature - Have this person write their Signature in this box.

▪Email Receipt - Tap this option to Email a Receipt to the Email address on file.

▪Clear - If the person wants to re-enter their Signature: Tap the Clear button to erase the current Signature and re-enter.

 

•Regardless of the Payment Type used, once the Payment information has been entered:

 

Tap the Save button to record the Payment.

✓A Post Completion message will be displayed.

 

Tech Pro - Home page - Post Completion - Payment Posted Successfully! message

 

✓OK - Tap the OK button.

 

•The Home page will be displayed.

 

On the Home page, Review the List of remaining Work Orders (Service Tickets):

a)The Technician should examine the list of Scheduled Work Orders to determine their next stop for Today.

b)Tap that Service Ticket Number shown on the Home page

c)That Service Ticket - Detail page will be displayed

d)Follow the instructions in the Using Tech Pro chapter.