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Square integration

Bring Square into the payment handoff.

Authorize your Square account and use supported payment flows alongside JobFlow invoice records.

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Today’s work · Crew planning

3 visits
AM
Property maintenanceAvery Morgan · 9:00 AM
Scheduled
JL
Property inspectionJordan Lee · 11:30 AM
Crew assigned
SR
Seasonal maintenanceSam Rivera · 2:00 PM
Ready
Illustrated workflow · Sample data

01 / The workflow

Authorize the connection

Use the Square connection action in payment settings and complete the provider authorization flow. Review status before taking payments.

  • Square account authorization
  • Connection status
  • Disconnect control

02 / The workflow

Keep the invoice in context

Supported checkout flows connect the customer payment step with invoice payment activity. Review the balance and status after payment.

  • Invoice payment context
  • Payment activity

03 / The workflow

Confirm account requirements

Square account eligibility, processing charges and settlement terms apply. Check your provider setup and the workflow you need before moving live billing.

  • Suitable provider account
  • Current provider fees and terms
  • Configuration prerequisites

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of the workflow.

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Review the product, choose the plan that fits and follow the current access option.

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