Payments, and the software around them

The work looks nothing alike. Getting paid always does.

A lawn crew, a brake shop, an accounting firm and a property manager have almost nothing in common above the money line. Below it they all want the same three things: a quote that turns into an invoice, a card taken wherever the customer is standing, and the money landing where the books can already see it. We built that once — then built four different businesses on top of it.

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OnSight Agent · 3 automations running
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Pricing engine — so the screen, the PDF and the database can never disagree.
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The average pile of recommended work a shop has never been shown.
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Pricing programs — traditional, surcharge and dual pricing, per merchant.
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Ways to process — ours at a published rate, or the processor you already have.

The problem nobody has named

A service business recommends roughly twice what it sells.

The declined half is already diagnosed, already priced and already trusted. Then the job closes, and in every other system that work dies inside it.

Competitors can show you a list. A list is something somebody is supposed to work, and in a busy shop nobody ever does. OnSight works it for you.

Where it lives today A notes field, a technician’s memory, and an estimate that went quiet
Who is supposed to chase it Whoever has a spare afternoon. So: nobody
Where it lives in OnSight The Vault — priced today, ranked by what will actually sell, and due when the customer is ready

What is inside

One core everybody shares, and one thing nobody else has at all.

Estimates, invoicing, the virtual terminal, recurring billing, customers and the customer portal — every business gets all of it on day one, whatever it works on.

The platform The whole job, from the first call to the money landing Scheduling, jobs, crews, customers, inspections, estimates, invoices and reporting. See the platform → Scheduling & dispatch The day, ordered — and every change shown before it is written Seven views of one day, a route that works out its own best order, a preview of every promised time it would move, and an undo behind all of it. How the routing works → The customer portal Your customers self-serve, under your name See what they owe, pay it, accept estimates and answer recommendations — branded as your business, never billed as seats. See the portal → Payments Not bolted on, and the processing is yours to choose Counter terminal, keyed payments, pay links, deposits and card on file. Traditional, surcharge or dual pricing. Process with OnSight at a published rate, or bring your own. See how payments work → The Deferred Work Vault Everyone writes the job. Only one sells it twice. Every declined recommendation, kept with its photo and measurement, repriced nightly at today’s cost, ranked by what will actually sell, and put back in front of the customer when they are ready. See the Vault → $0 The average pile a shop has never been shown The OnSight Agent Tell it what should happen. It builds the automation. No trigger picker, no rule syntax. Describe the outcome in a sentence; the agent writes it against your own job types, shows every step, and waits for you to say go. Watch it build one →

Already in the box

Six things you are probably paying three other companies for.

None of it is an add-on, an upgrade, or a line on next year’s renewal. And you will not see all of it: every feature is switched on per trade, so a lawn crew never opens a screen built for a brake shop.

Your website, working A contact form your web developer drops in One tag on the site you already have. An enquiry arrives as a lead in the pipeline — with the page it came from, a follow-up date and a task against somebody’s name — instead of an inbox nobody remembers to check on a Saturday.
On my way A name, a photo and an ETA before the knock The customer sees who is coming to their house. It is the cheapest thing you can do about a door that does not get answered, and about the call that starts “there is a van outside.”
Car trades Video inspections, recorded on the phone The tech films the play in the ball joint, the shop compresses it, the customer gets a text and watches it in the school pickup line. Approving work stops being an argument about whether it was really necessary.
Their side of it A portal with the whole history in it Every invoice, estimate, payment and past visit, going back. They raise a request, upload the document you asked for, and settle up — without ringing the office, and without you paying a seat for them.
Before it is charged Fraud rules that refuse the card Ticket limits, velocity, duplicate attempts and blocked addresses, checked at the moment of the sale. A refused card costs you nothing. A chargeback costs the ticket, the fee and an afternoon.
Seen coming The cards that stop working next month Every card on file with an expiry date about to pass, listed while there is still time to ask. A recurring charge that fails quietly is not a decline — it is a month of revenue you find out about in the aging report.

Every one of these is standard, on every account, at the one price. See the whole platform →

Then pick your half

Four businesses that need the same money and nothing else the same.

Everything above is shared. This is where it forks — because a route, a bay, a billable hour and a lease are four different problems, and a system that treats them as one gives all four somebody else’s compromise.

Field service · 7 trades The work happens at their address Routes that order themselves, a record that belongs to the property, recurring rounds that put crews on the calendar, time tracked against the stop. See field service → Auto · 5 trades The work happens to their vehicle Digital inspections the customer believes, history keyed to the car rather than the owner, authorization on record before a wrench turns, follow-up on real mileage. See auto → Rental & property The work happens to a unit that outlasts the tenant Leases and tenants on the unit, rent raised from the lease and collected on autopay, maintenance requests that become scheduled jobs, owners who can see it without asking. See property management → Business services · 4 practices You bill time, retainers and signed work Time against the client at the rate that applied then, a portal for documents and requests, e-signature, and fees that raise themselves. See business services →

Your customers get one too

A portal for the people you work for — with your name on it.

Customers see what they owe, pay it, accept an estimate or answer a recommendation without ringing the office — branded as your business: your logo, your color, your phone number. Never per-seat, however many customers you have.

What your customers can do →

Without ringing you

  • See what they owe, and what each invoice was for
  • Pay it — in full, or a deposit before the work starts
  • Accept an estimate, or defer it with a date
  • Answer a recommendation — yes, not right now, or no thank you
  • Download any document as a PDF
  • Pay from a link with no account at all, which is what most will do

Why it wins

Four questions to ask whatever you are shown alongside us.

Not price, not feature count. These are the four a competitor cannot answer in the meeting.

01

“Does the price on declined work update itself?”

A quote from eight months ago at last year's cost either loses money or gets rebuilt by hand. Ours reprices nightly.

02

“Does it come back on this vehicle's mileage?”

Mileage is measured every visit; a date is a guess. With no odometer, the same engine runs on season and equipment age.

03

“Does the history follow the asset to the next owner?”

Others key history to the customer, so when the car or the house sells the record starts over. Ours attaches to the asset, with provenance.

04

“Who owns the merchant relationship?”

On bundled platforms, processing is a condition of the software. OnSight publishes its rate — 2.75% and 5c card present — and lets you bring your own instead. An option is not a condition.

Book a demo

Every system will write your work orders. This one goes back and sells what your customers said no to.

Thirty minutes, your own numbers, and a walk through the Vault on data that looks like yours. No card, and no obligation to switch anything.

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