How It Works With PestPac
When payment collection is turned on for your PestPac integration, customers are asked for their payment details when they accept a proposal.
Optional by default: customers can skip the payment step.
Required: turn on the setting below, and customers must enter their payment details before they can accept.
Note: Options only appear if PestPac Integration is Enabled.
Tip: Payment collection applies to all of your proposals. You can’t turn the payment step off for only some proposals, like commercial jobs.
Making Payment Details Required by Default
Go to Proposals > Proposal Templates and open your template.
Scroll to the Pricing section.
Turn on the option to require PestPac payments by default.
Save your template.
Tip: When you create a proposal, check that the payment setting is still on before you send it.
For more on template settings, see Creating and Editing Proposal Templates.
Using FieldRoutes or Another CRM?
Collecting payment details when a proposal is accepted is currently only available with PestPac. In the meantime, here’s a handy workaround: automatically email your customer your CRM’s customer portal link as soon as they accept, so they can add their card right away.
Send Your Customer Portal Link After Acceptance
Go to Settings > Custom Settings > Automations and click Add Automation.
Enter a Name, and choose Proposals as the Automation Type.
Set the trigger to Status → Is Changed to → Accepted.
Add an Email action sent to
{{customer.primary_contact.email}}.In the email body, add your customer portal link and a short note asking your customer to add their payment details.
Click Save Changes, then turn on the automation with its toggle in the automation list.
Tip: Want your office in the loop? Add a second Email action to your office or scheduling inbox so your team can follow up!
For more on building automations, see Setting up Automations.
Frequently Asked Questions
Q:Does Smarter Launch charge my customer’s card?
No. With PestPac, the payment details are saved to your customer’s record in PestPac. Any charges happen in your billing system.
Q:Can my customer skip the payment step?
Yes, unless payment details are required on that proposal.
Q:Can I collect payment details with FieldRoutes?
Not directly in Smarter Launch yet. Use the portal-link automation above in the meantime.