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- Launch Payzer directly from your Dock or taskbar.
- Work without distractions in a dedicated window, separate from your browser tabs.
- Manage multiple Payzer accounts and switch between them without logging out.
Payzer helps HVAC and plumbing contractors coordinate office work and service calls in the field. Office teams can manage customer records, track calls and leads, schedule appointments, and dispatch technicians using maps and service-area groups. Technicians can view job details and customer history in the mobile app, record work, and keep the office informed. Contractors can prepare proposals and invoices, collect card or ACH payments, and offer maintenance plans that create recurring service visits. Customer tools include appointment notifications, service reminders, online payment, and electronic signatures. Reporting covers areas such as sales, appointments, job costs, employee time, and receivables; QuickBooks integration can help reduce duplicate accounting entry. Payzer is intended for trade businesses looking to manage customer service, scheduling, billing, and field operations in one system.
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