Method
Select payment method
The technician starts with amount and method selection before moving into the specific capture flow.
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Prepayments
WO-000046 · HVAC Maintenance
Continue to payment
Open payment history
Cash / Check
Manual entry path
Cash and check should use a simple manual capture flow with reference details and immediate confirmation.
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Manual Prepayment
Cash or check
Save manual prepayment
Cancel
Card
Credit card entry and processing
The card path should show both the entry state and the short processing state so the handoff is unambiguous.
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Card Prepayment
$500.00 deposit
Process card payment
Back to method selection
Success
Processed and synced
After capture, the technician should see a clear success state plus sync visibility and next actions.
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Prepayment Captured
WO-000046
Email receipt
Collect another payment
Mobile adaptation — Work Order Prepayments
The storyboard makes this explicit: technicians need to be able to collect pre-payments in v1 even though invoicing stays in the back office. The payment flow therefore belongs directly on the work order so it stays close to the field execution path.
What this screen simplifies
- Cash, check, and card collection are still peer choices, but each now has a clearer capture state.
- The card path explicitly shows entry, processing, and success so the technician understands what is happening.
- Manual cash and check entry stay lightweight and do not force the same interaction model as credit card capture.
- Receipt and confirmation actions stay close to the payment action.
States shown
- Method selection. Choose amount and payment type first.
- Manual entry. Cash and check follow a quick manual record flow with reference capture.
- Card processing. Credit card payments show explicit entry and processing states.
- Success and sync. The technician sees a clear result plus receipt and follow-up actions.
Voice examples
🎤"Take a five hundred dollar card prepayment for this work order."
🎤"Record a check deposit and email the receipt to Adam Wilson."
Open question
We still need to confirm how much financial detail from the work order should be visible to the technician on mobile. This prepayment view assumes the technician can see the payment amount, payment status, and the amount still due, but deeper financial detail may need a tighter role boundary.