Checklist for Charging Customer Cards
1. Write a Detailed Job Description
In the job description, include the customer information: name, phone number and address. This will be used as a work order that confirms the client who received the service was the one who requested the service provided.
Most disputes are a result of miscommunication. Explain the details of the job prior to starting the job. What are you going to do? What’s the expected result? And what will it cost? Do this as early as possible, preferably before you begin the job.
3. Confirm ID
When the job is complete, confirm your customer’s identity by asking them for a government-issued ID, like a driver's license. This will ensure the card they are about to use is theirs.
4. Use the Most Secure Method
EMV/chip cards are more secure than older magstripe cards. If a card has a chip, always insert the chip using the chip reader. Using the chip reader will increase the chances of winning disputes of fraud and unrecognized charges.
5. Get Proof of Service
Document that the service was successfully provided. We recommend asking your customer to review and sign a work order for your records, take before and after photos (if customer provides their consent), collect the VIN of the customer's vehicle, etc.