Step 1
Open a confirmed job
Use the private representative credentials configured for estimate approval. Customer and property details appear only after authorization succeeds. Load the confirmed job from its estimate or invoice number, add any approved on-site haul-off services, collect the exact final balance, and issue the customer’s paid receipt.
Original confirmed scheduling
Job and customer information
The information below is loaded directly from the approved scheduling record.
Step 2
Complete the project total
Leave an added service unselected to ignore it. Selected additions are included automatically in either PayPal or Chase final payment.
Step 3
Collect and verify final payment
Choose one method. PayPal emails the customer a final invoice and secure payment link for the Step 2 amount. The job is marked complete and the paid receipt is emailed only after PayPal verifies that invoice as fully paid or the representative records an approved Chase transaction.
Email PayPal final invoice
After the final closeout box is selected, PayPal will email a secure invoice and payment link to the customer stored in the confirmed scheduling record.
Customer invoice email: Load a confirmed job
The job remains open until PayPal verifies the invoice as fully paid.
Open customer payment linkRepresentative-assisted Chase payment
- Open the Chase Checkout or POS application on the representative’s device.
- Process the exact amount using the approved method.
- Confirm Chase shows the transaction as approved and completed.
- Record the reference below. Never enter card numbers on this page.
No final payment is due
The approved total is already paid and no added services are selected. The representative can close the completed job and issue the paid receipt without processing another payment.
Invoice paid receipt recorded