Connect a provider
The business owner configures their own Stripe or PayPal credentials.
FEATURE / PAYMENTS
Payments your way
Offer Stripe, PayPal and Canadian Interac e-Transfer with business-specific payment setup and verification.
HOW THE WORKFLOW RUNS
A practical workflow, not another disconnected tool.
Collect securely
Clients use a provider-hosted checkout when available.
Confirm before closing
Stripe needs verified webhooks; Interac needs bank verification.
BUSINESS VALUE
Keep information close to the work.
Keep the customer checkout experience connected to the invoice.
Start a workspace →CONNECTED FEATURES
The rest of your service operation.
Jobs & work orders
Keep every job organised from intake to completion. Track customer details, service history, assigned teams, status and billable work.
Discover feature →Drag-and-drop scheduling
Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.
Discover feature →Recurring visits
Schedule repeat work weekly, biweekly or monthly. Generate the upcoming visits reliably without rebuilding the same work order.
Discover feature →OPERATIONAL GUIDANCE
What to check before this goes live.
A connected workflow is only useful when the people, data and configuration around it are reliable.
Data quality
Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.
Correct permissions
Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.
Production validation
Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.
TRY THE WORKFLOW
Keep learning connected to doing.
Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.
COMMON QUESTIONS
Answers before you commit.
What does Payments your way mean in ZelvotriX?
Offer Stripe, PayPal and Canadian Interac e-Transfer with business-specific payment setup and verification.
Is this feature available in the web app?
This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.
Do payments go to ZelvotriX or the service business?
Each business configures its own provider credentials for invoice collection.
How are Interac payments confirmed?
The business must independently verify the transfer in its bank account before marking it received.
What needs checking before live settlement?
Provider credentials, webhook signatures, currency eligibility and reconciliation must pass staging tests.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.