Save Time with Simple Home Service Business Software

Who is Project 2 Payment created for? 

Project 2 Payment home service sales software is ideal for U.S.-based home or commercial service businesses that need simple project-to-payment workflows. 

It’s perfect for trades such as electricians, plumbers, HVAC, home organizers, and any service provider who sends estimates or invoices and accepts in-person or online payments. 

Does Project 2 Payment work for small businesses? 

Yes! Whether you’re a team of 1 or 10, it’s fast and easy to send estimates, create invoices, collect payments, and run reports. 

How do I get set up for payment processing in Project 2 Payment? 

Sign up and complete the merchant application. Most businesses are approved within 24 business hours. 

What types of payments can I process and track in Project 2 Payment? 

Credit/debit cards, ACH/eCheck, and cash or paper checks, all tracked inside Project 2 Payment for complete payment history.

Can I create line-itemized invoices using Project 2 Payment? 

Yes, add items, show taxes, and instantly convert estimates into invoices.  

How do customers pay after I invoice them? 

There are three ways your customers can pay after you invoice them—and you get to choose which you use! 

1. In Person: Cash, credit/debit card, or check. You can track any payment type in Project 2 Payment to mark an invoice as paid. 
2. Online: Customers can either pay online directly on your website using a payment page, or through an email payment link alongside their invoice. Online payments must be made by card or eCheck so you and your customer receive notification of the transaction. 
3. Quick Pay: If your customer has paid you before and saved a preferred payment method, with your customer’s permission, you can charge their preferred saved payment method on file by clicking the dollar sign by their name in the “Customers” tab. 

Can I create estimates onsite? 

Yes, build and send estimates from your phone before leaving the job site with our field service management software.

Where is the summary of my payment activity? 

In the Payment Activity dashboard! Sort, filter, search, and export transaction data anytime. 

Is there a phone app? 

Project 2 Payment is available for download on the Google Play Store! We are actively working to get Project 2 Payment available for download on the Apple App Store as well. In the meantime, Project 2 Payment is web-based and fully optimized for use on any mobile, tablet, or desktop devices. Simply navigate to the login screen through your phone or tablet browser. 

Which devices work with Project 2 Payment? Can I switch between multiple devices? 

Project 2 Payment is compatible with any computer (Windows or Mac), mobile device, or tablet. It’s fully web-based, so as long as your device has an internet or mobile connection, you have access to all your Project 2 Payment data. If you are in the field, at your desk, or double-checking something for a customer while on vacation, you can switch from device to device and log into Project 2 Payment with any device you have on hand. 

How much does Project 2 Payment cost? 

The software is $20 per month for unlimited users plus applicable payment processing fees: 

• Card processing is 2.9% + $0.30 per transaction*
• eCheck processing is 0.5% + $0.25 per transaction
• No cancellation fees 
• No time-based contracts

*Corporate and International cards will be charged an additional 0.50% per transaction. 

 What types of payments can I process and track in Project 2 Payment? 

• Credit or debit cards (Visa, MasterCard, Discover, and American Express)
• ACH electronic check (eCheck) 
• Paper cash or paper check 

Be sure to track paper payments in Project 2 Payment so you have complete payment history records and know which invoices are still outstanding. 

How long does it take for support to respond to inquiries? 

During office hours (8:00 a.m. to 5:00 p.m. Monday through Friday Central Time), your phone call will be answered immediately by a live Support Team Member. Email or support ticket inquiries are responded to within one business hour. 

Our support team has an average 4.9 star customer help rating, so you’re sure to get fast and accurate assistance. 

How do I get in touch with support? 

There are a few ways to get in touch with the Project 2 Payment Support Team: 

1. Phone: You can reach our US-based Support Team directly by phone Monday through Friday, from 8:00 a.m. to 5:00 p.m. CST at 855-447-7541. 
2. Email: support@project2payment.com 
3. Self-service Portal/Ticket Request: On the left-side navigation bar in Project 2 Payment, click “Contact Support” to access a full library of help articles. If you still can’t find what you need, click “Submit a Request” in the top right corner to create a help ticket.