Service request to Square payment link
Create a reviewable Square payment request from an approved service record.
Possible result
Square payment collection stays connected to the service request.
Payments and accountingA workflow to discuss
Connect in-person and online payment events to customer and service workflows.
Best for operators already taking payments through Square.
Example workflows
These are possible workflows to review for your account. Listing an app here does not mean a ready connector supports every action.
Create a reviewable Square payment request from an approved service record.
Possible result
Square payment collection stays connected to the service request.
Move a verified Square payment into the next booking or dispatch state.
Possible result
Operations can see which jobs are paid without checking another dashboard.
Provider names and logos belong to their respective owners. These are example workflows; the actions we build for you depend on your account access and agreed setup.
Before you configure a workflow
Connections
Review access, read and write actions, delivery, and final status before calling a workflow connected.
Getting started
Choose between a voice workflow around your existing tools and a broader website, booking, and operations setup.
Data and trust
Prepare a practical data map for voice, messages, demos, providers, and staff access before production use.