Overview

FieldPulse Payments makes getting paid fast, simple, and secure so your team can focus on jobs, not chasing payments. Technicians can accept in-person payments or send secure invoice links, and optionally opt in to next‑day funding and card-fee recovery tools. Everything syncs inside the FieldPulse platform so every cent is traceable. Apply now to speed cash flow, cut admin time, and give your customers the modern checkout experience they expect.

Prerequisites

The FieldPulse Payments application does require a credit check

To Begin the Application Process

Utilize the menu on the left hand side of your screen to navigate to Company Settings. Once in Company Settings, click into Features & Plugins from the menu at the top of your screen. You will then scroll down till you find the purple tile that says FieldPulse Payments.

Features & Plugins page with the purple FieldPulse Payments tile

Once you’ve located the FieldPulse Payments tile press the green Enable button to begin the application process.

FieldPulse Payments tile with the green Enable button

Please be aware that it may take a moment as we generate your profile and load your application form. The application form will open in a new tab on your computer. See application form pictured below.

FieldPulse Payments application form for entering business details

Begin to fill in the application form with all of your business details. Towards the bottom of this article there is a section form examples and troubleshooting tips as you work your way through each field on the application. Once you have filled in all of the required fields on the application, please press submit. Your FieldPulse Payments tile will update to Application Pending. This means that we are reviewing your application and within 3 business days you will receive a notification with one of the following statuses:

Status: Accepted

On the web app you will receive a pop-up notification as pictured below when you have been approved. You can now choose what user roles have access to utilizing FieldPulse Payments. (Note: you can also go into Company Settings > User Accounts to customize each specific users access to FieldPulse Payments this includes both taking payment and making refunds_)._ the FieldPulse Payments web app overview to learn more about FieldPulse Payments (Overview & Web App Details) the mobile payment collection methods to learn more about FieldPulse Payments (Mobile App Details)

Pop-up notification confirming the FieldPulse Payments application was accepted

Status: RFI (Request for Information)

On the web app you will receive a pop-up notification as pictured below that action is required on your part. The team is requesting more information in order to determine if your application is ready for approval or not. You are able to see what other information is needed by responding to the web app pop up or by navigating to the FieldPulse Payments tile within Company Settings as demonstrated at the beginning of this article. When reviewing your application you will notice at the top right hand corner of your screen is a red bubble that will detail what information is needed before you can submit your application again. Note: A Request for Information can happen at any time. For example, if your drivers license expires, an RFI notification will pop up to ensure that you update that information in our system.

Pop-up notification showing a Request for Information on the payments application

Status: Rejected

On the web app you will receive a pop-up notification as pictured below that your application has been rejected. If you have been rejected, please check your inbox for an email detailing the reasons as to why you have been rejected. Please feel free to contact our team if you need additional context or assistance with your next steps.

Pop-up notification showing the FieldPulse Payments application was rejected

Upgrading FieldPulse Payments

If you see the Upgrade option on your FieldPulse Payments tile, you can upgrade to the latest payment processor at any time. After clicking Upgrade, a pop-up message will appear with instructions on how to proceed, as shown below.

FieldPulse Payments tile showing the Upgrade option

Upgrade pop-up with instructions to move to the latest payment processor

Upgrading will not disrupt your ability to collect payments with your current set up so don’t worry!

FieldPulse Payments Application

Examples and Troubleshooting Tips

Merchant Details: Business Information

Application Field Name	Explanations of Field
Merchant DBA Name	The operating name of the connected account’s company, if it’s different than the legal name. This will be the default name used for customer credit card statements.
Legal Business Name	The legal business name must precisely match the name as it appears on the IRS documents for the business.
TIN Type	Select from one of the following: • SSN (Social Security Number) - United States • EIN (Employer Identification Number - United States • BN (Business Number) - Canada • SIN (Social Insurance Number) - Canada
TIN	Enter in the number for the TIN type you selected above.
Website	If you don’t have a website, enter a social media page, LinkedIn, or other relevant link for your business.
Business Type	Select from one of the following: • Sole Proprietor: An individual who owns and operates their business independently, bearing full responsibility for its debts and liabilities. • Corporation: A legal entity that is separate from its owners, providing limited liability protection to its shareholders while allowing for the operation of plumbing or HVAC services, for example, under a distinct business name. • Limited Liability Company (LLC): A flexible business structure that combines the liability protection of a corporation with the tax benefits of a partnership. • Partnership: A business structure in which two or more individuals come together to operate a business, sharing its profits, losses, and management responsibilities. Profits and losses are usually reported on the individual partners’ tax returns. • Non-Profit Organization: An entity that operates for a charitable purpose. • Government Organization: An entity that operates at the local, state, or federal level.
MCC Code	Merchant Category Codes (MCCs) - MCCs are used to identify the type of business in which a merchant is engaged.
Date Established	Please enter the date in which your business was started.
Business Address	Please enter your legal business address. No PO box addresses accepted.
Product/Service Description	The type of service or product offered by your business.
Average Ticket	Dollar amount of your average transaction.
High Ticket	Dollar amount of your highest transaction.
Annual Sale Volume	Total dollar amount of sales for your business in a year.
Days to Ship	Average timeframe from transaction to delivery.

Merchant Details: Owners

Application Field Name	Explanations of Field
Contact Type	Choose between the following: Owner, Director, Executive.
Title	Example: Chief Executive Officer (CEO)
Address	Please enter the street address of the Owner. No PO box addresses accepted.
Percentage of Ownership	The proportion of ownership this member holds.
Date of Ownership	The date when you as the owner assumed legal ownership of the business in part or whole.
Significant Responsibility	Is the owner an individual with significant responsibility for managing the merchant account such as an executive officer or senior manager (e.g., Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, Treasurer, or any other individual who regularly performs similar functions)? Select Yes or No here.
Politically Exposed Person	A politically exposed person is one who has been entrusted with a prominent public function. For example: Heads of State or of government, senior politicians, senior government, judicial or military officials, senior executives of state owned corporations, and/or important political party officials. Select Yes or No here.

Merchant Details: Banking Information

Application Field Name	Explanations of Field
Account Type	Select from one of the following: • Personal Checking • Personal Savings • Corporate Checking • Corporate Savings
Name on Account	Please enter the name of the person or corporation that is on the account. This must match what is displayed on your checks.
Routing Number	Ensure that the routing number you enter is 9 digits for USA banks and 8 digits for Canadian banks.

Merchant Details: Attachments

Application Field Name	Explanations of Field
Select Document Type to Upload	Select from one of the following: • Business License • SS-4 • Other

Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

Getting Started

Using FieldPulse

Features & Add-Ons

Integrations & Partners

Offline Mode

Training & Resources

Troubleshooting & Technical Specs

FieldPulse Payments Application

Overview

Prerequisites

To Begin the Application Process

Status: Accepted

Status: RFI (Request for Information)

Status: Rejected

Upgrading FieldPulse Payments

FieldPulse Payments Application

Examples and Troubleshooting Tips

Merchant Details: Business Information

Merchant Details: Owners

Merchant Details: Banking Information

Merchant Details: Attachments

​Overview

​Prerequisites

​To Begin the Application Process

​Status: Accepted

​Status: RFI (Request for Information)

​Status: Rejected

​Upgrading FieldPulse Payments

​FieldPulse Payments Application

​Examples and Troubleshooting Tips

​Merchant Details: Business Information

​Merchant Details: Owners

​Merchant Details: Banking Information

​Merchant Details: Attachments

Overview

Prerequisites

To Begin the Application Process

Status: Accepted

Status: RFI (Request for Information)

Status: Rejected

Upgrading FieldPulse Payments

FieldPulse Payments Application

Examples and Troubleshooting Tips

Merchant Details: Business Information

Merchant Details: Owners

Merchant Details: Banking Information

Merchant Details: Attachments