First, I want to say that we are really liking the new feature that allows us to send customers a payment link via SMS or email to pay an invoice. It has been very helpful for collecting payments.

We would like to suggest a related feature that would help improve our workflow even further.

Currently, the payment link can only be sent after an invoice has been generated. However, our company policy requires that we have a credit card on file before dispatching a technician to a job. Because of this, we often need customers to securely enter their card information before any work order or invoice is created.

It would be extremely helpful if there were a way to send customers a secure link (via SMS or email) that allows them to save a credit card directly to their customer profile, without needing an invoice to exist first.

This feature would allow us to:

Securely collect a card on file prior to dispatch

Reduce manual entry of card details by staff

Improve PCI compliance and security

Streamline scheduling and dispatch workflows

Thank you for considering this request. Please let us know if something like this already exists or if it might be added in the future.