Getting paid
ConnectedWorkOS collects card payments through a payment processor you connect yourself — Stripe or Square, whichever you already use. Your money goes to your bank, we never hold it, and card numbers never touch our servers.
Two processors
Most contractors already take cards somewhere. If that's Square — a reader in the truck, a register in the shop — connect it and your ConnectedWorkOS invoices land in the same account as your in-person sales, on the same payouts, in the same dashboard. If it's Stripe, or you have neither, Stripe is a free account you can open during setup.
The right choice if you don't take cards today, or already use Stripe. Setup includes Stripe's own onboarding — business details and a bank account — which takes about ten minutes once.
You sign in to the Square account you already have, approve the connection, and you're done — there's no second onboarding because Square already knows your business. Invoice payments show up next to your POS sales.
One or the other, and you can switch. A business takes card payments through one processor at a time. Connect both if you like and choose which is live in Settings; payments already taken stay with the processor that took them.
Setting it up
A one-time job. With Square it's a couple of minutes; with Stripe it's about ten, most of it Stripe's own onboarding rather than ours, so have your business details and a bank account to hand.
Inside ConnectedWorkOS. Two buttons: Connect with Stripe and Connect with Square. Pick the one you use.
You're sent to Stripe or Square to sign in to your own account and approve the connection. If you already take card payments there, pick that account — you don't need a second one. New to Stripe? You create the account right there, and it's free to open.
Stripe asks the questions a payment processor is legally required to ask: your business name and structure, an address, your EIN or SSN for a sole proprietor, and the bank account for payouts. This is between you and Stripe — we never see it. An existing Square or Stripe account has already answered these, so this step doesn't appear.
That's it. Quotes can now take a deposit on acceptance, and invoices can be paid by card. Square businesses with more than one location pick which one payments are taken at.
Until you connect an account, you cannot take card payments. Quoting, scheduling and invoicing all still work, but the pay page will tell your customer that payment isn't available. The setup checklist on your dashboard flags this for exactly that reason.
Where the money goes
The connection is an authorisation — Stripe Connect, or Square's OAuth — that you grant and can revoke: you own the account, you agree to the processor's terms directly with them, and we're permitted to create charges and refunds on your behalf. We never take custody of your money, and we never hold your account keys.
What it costs
A flat monthly or annual price for ConnectedWorkOS, billed as part of your Connected Home Ledger plan. It does not change with how much you invoice — we take no percentage of your jobs.
Your processor charges a per-transaction fee on each card payment and deducts it before payout. Those rates are theirs, they're published on Stripe's and Square's own pricing pages, and they can change — so we don't quote a number here that might be wrong by the time you read it. Square businesses pay the same online rate they already pay for invoices from Square itself.
Nobody takes a cut of your revenue except the card networks. Some field-service tools charge you a percentage of every invoice on top of processing. We don't — you pay a subscription, your processor charges for moving money, and that's the whole list.
Day to day
Set a deposit percentage per quote. Accepting it raises the invoice and emails the pay link in the same action.
Marking the work complete raises the remaining balance, net of the deposit. Send it, or let it sit until you're ready.
Refund from the payment it belongs to, through whichever processor took it. The customer gets a receipt, and your books are adjusted so the income isn't overstated.
Every payment, with card brand and last four, a link to the processor's receipt, and a filterable sales journal you can export as CSV for your accountant.
The payment form is Stripe's or Square's, embedded in the page. Card numbers go from your customer to the processor directly — our servers never see or store them.
They click the link in your email, see the invoice, and pay. There's nothing to sign up for and nothing to install.
Other processors
Square was added because contractors asked for it. We're deliberately not listing processors we don't support yet — if the one you use matters to your decision, tell us which one; that's the most useful signal for what we build next. In-person payments through a Square reader aren't part of ConnectedWorkOS yet; today the connection is for invoices paid online.
Built for the shop with a truck
Set up your business in Connected Home Ledger, then open ConnectedWorkOS from your workspace. If you'd rather be walked through it first, we'll show you a real job end to end — lead to final payment — in about twenty minutes.