Create a $0 card authorization product in GHL, build a card capture form connected to that product, and share the form link with customers so they can securely place a card on file.If you have a ma...

Add your GHL card capture form link to your quote email so customers can securely place a card on file before scheduling.Step 1. Copy the card capture form link In GHL, go to Sites Open your Card ...

When a customer submits their card through your GHL card capture form, the card is stored in Stripe. To use it in TCS, copy the Stripe Customer ID and Payment Method ID into the customer profile an...

Follow the steps from start to finish to enable a card capture form in GHL and how to connect cards into TCS  Step 1: Set up a Card Capture Form in GHL If you have a marketing company that us...

Use the Jobs / Projected Jobs report to estimate future revenue. Export the report, total the price column, and you'll have a projection of expected revenue for the selected date range.Step 1. Open...

You can create and send invoices directly from Stripe by opening the customer’s Stripe profile, adding line items, selecting payment collection options, and then marking the payment as paid inside ...

Audience: Developers and integration partners building webhook consumers against TCS. Status: v1 — Production Scope: Job lifecycle events only. For customer, lead-source, and quote data, use the v...

This explains how tips are processed when a trainer and trainee work together on a job. By default, the full tip goes to the trainer, but it can be manually split if desired.Step 1: Identify Traine...

This shows how a customer can use the tip link from their cleaning notification to leave a one-time tip for a specific job without accessing the full cleaning software.Step 1: Access the Tip LinkTh...