Managing Payment Methods in WorkForce

    Payment Methods in WorkForce are used for Site Access subscription services for your technicians. There are two types of subscription services:

    • Basic is a free account which allows your technicians to use JobSite as a GPS App to check in and out of work orders. Technicians on this account type cannot be dispatched to clients who require Site Access to badge technicians.
    • Badged is a monthly subscription service which allows your technicians to be dispatched to clients who require Site Access. Technicians can have their badge scanned by clients to gain entry into locations. This subscription service is currently $5.00 USD per technician.

    You can choose the level of service each technician can provide your clients by picking an Account Type and, while doing so, add a payment method. You can add a payment method under the Payments tab, as illustrated below.

    Payment Methods in WorkForce

    Primary and Back-Up Accounts

    In WorkForce, you can set up one primary account and at least one back-up account. The first method you enter is saved as your Primary account, while subsequent methods are considered back-up accounts.

    Tip: Be certain to load your main payment method first, as they cannot be edited.

    How to Add a Payment Method:

    1. In the main menu, click Payments. The Accounts tab opens by default.
    2. Under Payment Methods, click the + plus icon. The Site Access Payment Details modal appears.
    3. Click either the Credit card tab or the Bank Transfer tab, and enter the appropriate account information.
    4. Click the box to agree to the Terms of Service.
    5. Review the information carefully, and then click Agree & Subscribe. A confirmation banner appears indicating a successful connection, and the page refreshes with the account information.

    Declined Payment Method

    When a credit card is declined, you will receive an error message, and Error lists next to the payment method (as illustrated below). From here, you must remove the payment method by clicking Delete to the right of the line item.

    Payment Method Error

    Editing a Payment Method

    Warning: You cannot edit a payment method once it is saved. You must first remove it and then add it again.

    How to Edit a Payment Method:

    1. In the main menu, click Payments. The Accounts tab opens by default.
    2. Under Payment Methods, locate the desired method, and then click Delete to the right of the method. The account is removed, as indicated by the confirmation banner, and the page refreshes with the account information removed.
    3. Click the + plus icon. The Site Access Payment Details modal appears.
    4. Click either the Credit card tab or the Bank Transfer tab, and enter the appropriate account information.
    5. Click the box to agree to the Terms of Service.
    6. Review the information carefully, and then click Agree & Subscribe. A confirmation banner appears indicating a successful connection, and the page refreshes with the account information.

    How to Remove a Payment Method:

    1. In the main menu, click Payments. The Accounts tab opens by default.
    2. Under Payment Methods, locate the desired method, and then click Delete to the right of the method. The account is removed, as indicated by the confirmation banner, and the page refreshes with the account information removed.