Integration Partners

Process payments right from the job site.

FieldPulse brings your daily field service operations and Bank of America payment processing into one place. Whether your team is taking a card from the truck or sending an invoice from the front office, every payment settles straight into your existing account without extra paperwork.

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Why It Matters

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

Using different platforms for dispatching and card processing forces your staff into constant double-entry. Connecting FieldPulse to Bank of America keeps your job records and bank account in sync.
  • Track paid, settled, and refunded invoices in real time from your office dashboard.
  • Keep your job files and accounting records accurate without manual data entry.
  • Maintain your existing Bank of America relationship without opening another merchant account.
An illustration of a phone displaying a house with a dollar sign, surrounded by icons for a payment card, inventory box, invoice, checklist, and status.

Field To Office

Turn quotes into paid invoices before leaving the driveway.

Chasing payments days after a job wraps up hurts your cash flow. FieldPulse lets your technicians handle the entire billing process right from the customer’s property.
  • Build flat-rate estimates on mobile and collect customer signatures on-site.
  • Convert approved quotes into final invoices with a single tap.
  • Collect card payments on the spot so your crew never brings paper checks back to the shop.
An illustration of two hands shaking beneath a dollar-sign coin, representing closing a sale.

Smarter Bookkeeping

Eliminate manual reconciliation at the end of the day.

Using different platforms for dispatching and card processing forces your staff into constant double-entry. Connecting FieldPulse to Bank of America keeps your job records and bank account in sync.
  • Track paid, settled, and refunded invoices in real time from your office dashboard.
  • Keep your job files and accounting records accurate without manual data entry.
  • Maintain your existing Bank of America relationship without opening another merchant account.
An illustration of a laptop showing a spreadsheet with an error warning dialog next to stacks of coins.

Built For Trades

Powerful field software backed by the bank you already trust.

FieldPulse gives field service businesses the operational tools they need to grow, without complicating their finances.
  • Manage scheduling, dispatching, and customer histories from one central platform.
  • Get dedicated onboarding support to configure your pricebooks and train your staff.
  • Connect your payment credentials directly through your Bank of America portal with guidance from both teams.
The FieldPulse dashboard shown on a laptop with revenue and profit charts, next to a phone showing the team schedule, with software award badges below.

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.

Book a FieldPulse Demo

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.