Payments
Most field service tools white-label Stripe, add a percentage on top, and call it a feature. We connect you directly to the payment processors your customers already trust, and charge exactly what they charge. Nothing more.
Direct integration
When a customer fills out a payment form, they see Stripe or Square branding, not a wrapper they've never heard of. Familiar surfaces convert. Custom payment forms from no-name CRMs add friction at the worst possible moment.
You own the account
We don't hold your processor relationship hostage. Your accounts are yours. If you ever leave, you sign in to Stripe or Square and keep going. No data migration, no payout pause, no drama.
Card on file
Nobody else does this. Toggle it on per estimate and the customer has to save a card before they can sign. No more chasing payment after the job is done. No more clients who accept the quote and ghost on the deposit.
Step 01
Toggle the requirement
Turn on "card on file required" when you send the estimate.
Step 02
Customer saves a card
They enter card details in a Stripe or Square sheet they recognize.
Step 03
Charge on schedule
Run deposits, milestones, or final payment from the card you already have.
A note from the founder
"I ran a window cleaning company for years. Watching the CRM I paid for tack a markup onto Stripe payments I was already paying Stripe for was insulting. They added nothing. Sometimes they made it worse. We built ShineCRM so nobody else has to put up with that."
In person, at the door
Most field service software treats in-person payment like an afterthought. You send an invoice, the customer types in their card on a tiny screen, half the time it fails. We integrate Square directly so your crew can take a tap-to-pay at the door, on the truck, anywhere.
Branded invoices
For card not present, we send a custom branded invoice powered by Stripe. Your logo, your colors, a payment page customers already trust. They click pay, you get paid. That's it.
Bookkeeping
We log every Stripe and Square fee against every transaction. Pull a CSV at tax time and hand it to your bookkeeper. No spreadsheets, no reconciliations, no surprise gaps.
Frequently asked
ShineCRM integrates with Stripe and Square. You connect your own processor account, ShineCRM charges through it, and the funds settle directly into your bank account. ShineCRM does not take a per-transaction markup.
Yes. Estimates can require a saved card before the customer signs. Once approved, deposits charge automatically and the final invoice charges against the saved card when the job completes, with no chasing.
No. ShineCRM does not add a markup on payments. You pay Stripe or Square's standard processing rates directly, and ShineCRM keeps zero percent of the transaction.
Every payment is reconciled to the estimate or invoice that triggered it, and the job that generated the invoice. You can see the full money trail (estimate signed, deposit charged, job completed, final charge) on a single customer profile.
Stop paying for someone else's markup
We make money on a flat monthly subscription. Your payments stay between you and your processor.
Start your trial