SitePilot Payments | Financial Velocity Infrastructure
Native SitePilot Payments Architecture

Close Jobs Faster.
Get Paid Instantly.

Eliminate the gap between a “Yes” and a “Paid In Full.” SitePilot integrates legally binding contracts, automated invoicing, and digital gift cards into a single revenue engine.

Transaction Engine

Frictionless
Collection.

Native SitePilot integration with Stripe and PayPal allows for one-click payments, Apple Pay, and Google Pay. Manage recurring subscriptions or split payments for high-ticket services.

Subscription Management & Rebilling
Text-to-Pay (SMS Invoicing)
Stripe PayPal NMI Authorize.net
Live Transaction
Service Fee $1,200.00
Deposit Paid -$300.00
Legal Compliance

eSign & Contracts

Send legally binding documents and track status within the SitePilot CRM. Payments can be gated until signatures are verified.

Awaiting Client Signature
Preview
Sign Now
SitePilot
LEDGER PASS
$500.00
Digital Balance Card
Retention System

Digital Gift Cards &
Credit Management.

Use the native SitePilot Gift Card system to sell branded credits, issue refunds as store credit, or create loyalty rewards that customers can track through your custom mobile app.

Automated Ledger
No more spreadsheets. SitePilot balances update instantly upon redemption.
QR Redemption
Customers scan a unique code for instant balance application at point of sale.

The Complete Financial Loop

SitePilot connects your marketing spend to your bank account with zero manual touchpoints.

Automated Tax

Calculate state and local sales tax automatically based on customer location within SitePilot.

Refund Workflows

Issue refunds or credits within the CRM without logging into your merchant processor.

Receipt Automation

Professional PDF receipts are generated and emailed instantly upon transaction completion.

Accelerate Your Cash Flow.

Stop waiting on physical checks. Modernize your payment stack with SitePilot’s integrated ledger.

SitePilot Financial Infrastructure • Seamless SitePilot Integration