01 · PricePrice it from your catalog.
The office adds products and services from the shared catalog to the work order, so the technician's cart is ready before the visit.
Every job, from booking to completion.
Schedule the visit, capture the work on-site with photos and a signature, invoice it, and take payment right there on the PAX terminal — every job linked to the customer and reconciled in your reports.
One work order. Photos, signature, a sequenced invoice and payment on the PAX — on the same record.
DRQUOTE
Diane Roy
WO-1042 · WORK ORDER · (416) 555-0142 · 3rd visit
AWAITING PHOTO
AWAITING PHOTO
Diagnostic — on-site$ 90.00
Compressor relay (part)$ 64.50
Labour · 1.5 h$ 135.00
HST (13%)$ 37.64
Estimate$ 327.14
SIGN-OFFdrag to sign · focus the pad to sign with a keyboard
estimate ready · send to diane
LIVE MAP · ANDRE
NOT BOOKED YET
STOP 2 OF 3 · OPEN SLOTgps · 30 s · 5 m
- 1Kwan Appliance240 Roncesvalles Ave11:20
- 2Open slot412 Glenlake Ave14:00
- 3Northside Deli1190 Bloor St W16:15
Quoted from the same catalog the counter uses.Diagnostic, likely part, labour — priced off the live catalog, not a notepad.
Stage 1 of 6 — Quote. Quoted from the same catalog the counter uses.
A work order, not a loose receipt.
Customer, line items, on-site photos, signature, and a sequenced invoice number stay on one record — priced, scheduled, invoiced, paid, and reconciled through one workflow.
Keep scrolling01 · Price
02 · ScheduleBook the visit.
Book jobs and appointments, then review the agenda by day or technician, with scheduling details kept in one place.
03 · On-sitePhotos, notes, signature.
The technician records labour and parts, attaches photos, and captures the customer's sign-off.
04 · InvoiceA sequenced invoice record.
Completed jobs can produce sequential invoice records linked to the work order, customer, and payment history.
05 · Get paidTap or chip on the PAX.
Accept supported card payments on-site and send the customer a receipt from the same workflow.
How payments work →
06 · ReconcileIncluded in reporting.
The work order, invoice, payment, and tax records stay connected, and field activity is included in the day's reporting.
See it land in reports →From service request to completed payment.
An illustrative work order from scheduling through customer sign-off.
09:12
Create and schedule the work order.
The office prices the job from the shared product and service catalog, schedules the appointment, and assigns it to a technician's agenda. If a technician later moves the visit from the terminal, the customer is emailed the new time.
14:38
Complete the job on-site.
The technician records labour and parts, attaches photos, captures the customer's sign-off, and accepts payment on the terminal. The invoice can be emailed from the completed work order.
18:00
Review the completed job in reporting.
The work order, invoice, payment, and tax records remain connected in the same system. Field activity is included in the day's reporting without re-entering the completed job.
The work order connects the job, customer, invoice, and payment.
See it land in reports →Everything a service job needs.
From the first booking to the signed, paid job — on the terminal in the technician's hand and in the back office.
01
Time-stamped photos
Before-and-after photos from the terminal camera are time-stamped, credited to the technician, and stored on the job — up to five per job by default.
02
Live map & route
Watch technicians' terminals on the live map (Live Map module), and see the day's stops in route order, with drive times, on the Work Orders map.
03
Scheduling & agenda
Book jobs and appointments, then review the agenda by day or technician, with scheduling details kept in one place.
04
Customer records
Link a job to a saved customer — search by name, phone, or email when you book — and see their jobs and what you've billed on their page.
05
Completion checks
Require a photo, completion notes, or a signature per job — the terminal won't close the job without them.
06
Fiscal invoices
Completed jobs can produce sequential invoice records linked to the work order, customer, and payment history.
07
Payment on the job
Accept supported card payments on-site and send the customer a receipt from the same workflow.
08
Signed sign-off
Capture a customer signature at completion so every job has a clear, recorded acceptance.
If the work happens on-site, it fits.
Anywhere a quote turns into a scheduled visit and a signed, paid job.
- Repair shops
- HVAC & plumbing
- Electrical & trades
- Mobile detailing
- Appliance & equipment
- Home services
- Installations
- On-site rentals
Work orders, start to finish.
What does POS Velocity field service cover?
The office books and prices the job in the portal, and the technician runs it from the PAX terminal: photos and a signature on-site, payment on the PAX, and a sequenced fiscal invoice issued afterwards when invoicing is switched on. Everything reconciles in your reports. Work Orders is an optional module.
Can I take payment at the job site?
Yes. Tap, chip, and contactless run right on the PAX terminal in the field — the job closes out paid, with the card receipt printed, emailed, or texted according to your terminal settings.
Can I see where my technicians are?
Yes. The live map (Live Map module) shows each technician's terminal, and the Work Orders map shows the day's stops in route order with drive times. Before-and-after photos are time-stamped and stored on the job.
Are the invoices audit-ready?
Completed jobs can generate sequential invoice records linked to the work order, customer, and payment. Your accounting or tax adviser can confirm the records required for your jurisdiction.
What kinds of businesses use field service mode?
Repair shops, HVAC and plumbing, electrical and trades, mobile detailing, appliance and equipment service, home services, installations, and on-site rentals.
Are jobs linked to customer history?
Yes. A work order can link to a saved customer — search by name, phone, or email when you book — and each customer's page lists their jobs and what you've billed.
See a job go from quote to paid.
We'll walk through a sample work order on a PAX terminal — scheduling, photos, invoice, and on-site payment — using a workflow matched to your business.
30-minute walkthroughReal PAX terminalNo commitment