A Better Way to Get Paid
In an industry built on recurring safety and trust, the payment process shouldn’t feel like a chore. If you’re still chasing down paper checks or manually taking card numbers over the phone, you’re creating payment friction for your customers and administrative drag for your office. Worse, you’re handling sensitive financial data in ways that could make customers nervous.
To compete, you need a fire protection software solution that makes your payment process as secure and sophisticated as your field service.
1. Secure Integrated Payments
Whether your customer prefers a traditional bank transfer (ACH) or the speed of a credit card, PZ handles the transaction with enterprise-level security.
- Encrypted Security: ACH bank details are encrypted, and credit card numbers are never stored in the system. We use secure “tokens” to process payments.
- Consent Vault: Every time a customer pays via ACH or credit card, PZ automatically generates a PDF Consent Agreement in the background. While the customer doesn’t see this, it provides you with a stored, audit-ready paper trail to protect your business if a charge is ever questioned.
2. AutoPay
The real shift in professionalism happens when you move from reactive collections to proactive revenue. AutoPay ensures that recurring services are paid on time without the customer having to remember a due date.
PZ offers flexibility in how this is managed:
- Customer Self-Service: Customers can save their preferred payment method in the Customer Portal and opt-in to AutoPay themselves.
- Internal Management: If your customers prefer not to use the Customer Portal, your office staff can set up and manage AutoPay settings directly, ensuring every recurring contract is covered.
3. Back-Office Control
Automation doesn’t mean losing sight of your money. The PZ Electronic Payment Workbench gives your financial team a dedicated control room to monitor electronic transactions.
- Real-Time Status: Your team can track the status of payments, from initiated to settled, in one place.
- Instant Resolution: If an ACH payment fails, the Workbench allows your staff to resubmit or void transactions and resend email confirmations to the customer with a few clicks.
4. Payment History
Professionalism also means providing instant answers. The Payment History tab in the Customer Portal allows customers to hop in at any time to see exactly what was paid and when, significantly reducing the “Did you get my payment?” phone calls.
The Payoff
Taken together, these tools improve the customer payment experience while giving your back office clearer control and visibility. By professionalizing your transaction, you replace manual follow-ups with a system that respects your customer’s time and your team’s energy, moving your business from “waiting for a check” to a high-speed revenue engine.
Real growth requires moving your financial data out of silos and into a unified workflow. If you want to see how secure payments, AutoPay, and customer self-service work together inside PZ, request a walkthrough with our team.