In-app payments · JobWorks365

Clients pay online. It's tracked against the job.

Send a quote or invoice with a pay-online link built in. Deposits, milestone payments and final balances land against the right job automatically — no separate payment app, no chasing e-transfers, no manual reconciling.

No credit card required · Free plan available

In short

JobWorks365's in-app payment handling lets your clients pay quotes and invoices online by card through their secure client portal. Every payment — deposit, milestone, or final balance — is automatically tracked against the specific job it belongs to, so you always know what's paid, what's outstanding, and what a job actually collected without doing the math yourself.

The problem this solves

✕Chasing clients for e-transfers or cheques instead of just letting them pay online.
✕Payments that come in but have to be manually matched to the right job and invoice.
✕No clear picture of what's actually been collected on a job versus what was quoted.
✕Juggling a separate payment processor that doesn't talk to your invoicing at all.

How it works

Built for the day-to-day of a small contractor crew.

Pay-online link on every invoice

Quotes and invoices include a secure online payment option — clients pay by card without a phone call or an e-transfer back and forth.

Deposits, milestones, and final balances

Set up a payment schedule — deposit up front, milestone payments through the job, final balance on completion — and each one is tracked separately.

Tracked against the job automatically

Every payment attaches to the job and invoice it belongs to. No manual matching, no separate spreadsheet to keep in sync.

Partial payments handled cleanly

If a client pays part of an invoice, JobWorks365 tracks exactly what's paid and what's still owed on that balance.

Client portal, no login required

Clients get one secure link where they can review, approve and pay — no account to create, no password to remember.

See real profit as payments come in

Payments feed straight into job costing, so you can see live profit on a job instead of waiting until it's all wrapped up.

Who uses this

General contractors: Collect deposits before the crew rolls and progress payments through a multi-week remodel.

Electricians: Get paid the same day a service call wraps up instead of invoicing and waiting.

Plumbers: Take a deposit on parts before ordering, then collect the balance on completion.

Roofers: Collect a deposit right after the quote is signed, before materials get ordered.

HVAC: Split install payments into deposit, rough-in and final, all tracked automatically.

Cleaning companies: Handle recurring invoices and online payments without manual reconciling each week.

Why payments need to live inside the job, not a separate app

Most contractors end up with payments in one place and job records in another — an e-transfer here, a card reader there, an invoice PDF somewhere else. Reconciling that at the end of the month means piecing together which payment belongs to which job, by memory or by digging through bank statements.

JobWorks365 keeps payments inside the same job record as the quote, the invoice, and the messages with that client. When a client pays online, it's automatically logged against that job — no separate step, no manual entry.

Deposits, milestones and the final balance

Set up a payment schedule that matches how you actually run a job — a deposit before you start, milestone payments as work is completed, and a final balance on wrap-up. Each payment is tracked individually against the invoice it's tied to, so at any point you can see exactly what's collected and what's still owed.

That same data feeds job costing, so you're not waiting until a job is fully closed out to know whether it made money.

What it costs

Online payments are part of invoicing on the Pro and Elite plans — see the pricing page for the full breakdown and standard card processing rates.

Try JobWorks365 free for 30 days

No credit card required. Cancel anytime.

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Frequently asked questions

Can my clients pay online through JobWorks365?+

Yes. Quotes and invoices include a secure online payment option so clients can pay by card without a phone call or e-transfer.

Are payments tracked against the right job automatically?+

Yes. Every payment — deposit, milestone, or final balance — is automatically logged against the job and invoice it belongs to, with no manual reconciling required.

Can I split a job into a deposit and milestone payments?+

Yes. Set up a payment schedule with a deposit, one or more milestone payments, and a final balance, and each is tracked separately.

What happens if a client only pays part of an invoice?+

JobWorks365 tracks the partial payment and shows exactly what's paid and what's still owed on that invoice.

Do clients need to create an account to pay?+

No. Clients pay through a secure client portal link — no login or password required.

Is online payment processing included in my plan?+

Yes, online payments are included with invoicing on the Pro and Elite plans, subject to standard card processing rates.