Integration Partners

Take card payments in FieldPulse with your Bank of America merchant account

Your team closes the job, sends the invoice, and collects payment, all in FieldPulse. Payments run through your Merchant Services account provided by Bank of America and settle into the Bank of America business checking account you already use. You don't need a second processor or a Friday afternoon spent reconciling receipts.

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Why It Matters

Your payments shouldn't live in a different system than your jobs

Here's how it usually goes. An HVAC tech finishes a repair, the customer pays on a separate terminal, and the invoice in your job software still says unpaid. On Friday, someone in the office matches card receipts to invoices by hand and hopes nothing slipped through.That isn't an effort problem. It's two systems that don't talk to each other. FieldPulse and Bank of America close the gap.
A FieldPulse estimate for a sample company showing line items and a Convert to Invoice button.

Integrated Payments

Invoice, collect, and record the payment in one place

Connect your Merchant Services account provided by Bank of America to FieldPulse once. After that:You can accept all major card brands, including credit and signature debit.
  • Your office sends an invoice, and the customer pays by card straight from it.
  • Your techs take card payments on-site from the FieldPulse mobile app.
  • Payment status and settlement details sync back to FieldPulse, so the invoice updates on its own.
  • Voids and refunds happen in FieldPulse too.
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A FieldPulse estimate for a sample company showing line items and a Convert to Invoice button.

Get Paid

The money lands where the rest of your business already lives

Payments settle into your Bank of America business checking account, the same one you use for payroll, suppliers, and everything else. You can access funds as soon as the same business day.¹ One login lets you view and manage your Business Advantage and Merchant Services accounts in one place.Every transaction is also tied to a job and an invoice in FieldPulse. Your books match your jobs, and nobody has to do the matching by hand.
The FieldPulse Payments deposits view showing a deposit report with created dates, statuses, amounts, and payment methods.

Full Service FSM

Plus everything else it takes to run the business

Payments are one piece. FieldPulse also runs scheduling and dispatch, estimates with Good-Better-Best options, pricebooks, maintenance agreements, QuickBooks sync, and reporting. It's the system your office and your field work from, so everyone is on the same page when the job closes.
A FieldPulse fleet tracking map showing technician vehicle location pins, a 'Jake's Van' status card with speed and address, and an installation job with an on-the-way arrival window.

From demo to your first payment

Here's what you need and how setup works. FieldPulse onboarding runs alongside your Bank of America application, so you're not waiting on one to start the other.

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Four things to have in place

The integration runs through your Merchant Services account provided by Bank of America, so a few banking pieces need to be set up first.

A Bank of America business checking account
Enrollment in Business Advantage 360, Bank of America's small business online banking
A Merchant Services account provided by Bank of America
A FieldPulse account

FieldPulse and Bank of America FAQs

No. Payments run through your Merchant Services account provided by Bank of America. You don't need a second processor to set up or reconcile against.

See how it works with your jobs

Book a demo and we'll show you invoicing and payments in FieldPulse, connected to your Bank of America merchant account.

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Disclosures

Bank of America is a referral partner of FieldPulse. Bank of America, N.A. is not responsible for, and does not guarantee the services and/or products of FieldPulse, its parent company, or any affiliates or subsidiaries. All logos and company names mentioned herein are the property of their respective owners.Use of security solutions is not a guarantee that your systems will not be breached or guarantee that you will be compliant with the Payment Card Industry Data Security Standard or Card Organization Rules.A Bank of America business checking account is required to apply for a Merchant Services account. You must be enrolled in Business Advantage 360, our small business online banking, to have a Merchant Services account from Bank of America. Merchant Services processing funds must be settled into a Bank of America business checking account.Your Merchant Services account provided by Bank of America includes the use of the Fraud Management tool at no extra cost. We disclaim all warranties (express or implied) that the Fraud Management tool will accurately identify every instance of fraud or that every transaction identified as suspicious or high risk is, in fact, fraudulent. You are solely responsible for all settings, configurations, and decisions you make or actions you take or do not take or are made or taken or not taken at your direction, on alerted transaction activity.¹Same day access to funding is subject to credit approval. If your merchant account is approved for same day funding, you will have the option to select one funding window to initiate a payout of proceeds to your designated Bank of America business checking account used for settlement. Valid only on Visa®, Mastercard®, Discover® and American Express OptBlue® transactions and PIN debit transactions including EBT. Exceptions may apply.Users of Bank of America hardware and point of sale software solutions are responsible for any compliance with applicable federal or state laws governing the privacy and security of health or medical information.“Bank of America” is the marketing name used by certain Global Banking and Global Markets businesses of Bank of America Corporation. Lending, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC.Banking products and services are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.