Before You Start / Selecting A Plan
We pride ourselves in easy-to-understand, transparent pricing, which consists of two main variables:
1. One-time, custom setup cost – Every lead matters, and there is no room for mistakes. As such, your Click to Buy journey begins with a small one-time investment to ensure your e-commerce setup is 100% perfect. In some cases, this setup cost can be waived with an annual contract agreement.
Setup satisfaction is guaranteed or your money back.
2. Ongoing subscription cost – A monthly licensing fee covers the hosting, security, and use of the Click to Buy software. This fee also helps support the ongoing rollout of new features and functionality.
Additional details can be found on our Pricing page.
In short – the faster you move, the faster we move.
Once your company has completed its onboarding packet and provided our team with service pricing details, it normally takes 2-3 days (on average) to have your experience ready to review & test. Timing will vary based on the number of services, service lines/groups, locations and completeness of your onboarding materials.
100%.
Click to Buy provides the ability for each branch or location to have its own Stripe account. Each Stripe account can be linked to a unique bank account and allows your business to directly accept payments and handle refunds on a branch-by-branch basis.
To set this up correctly, each branch will need to have its own Stripe account at the beginning of the Custom Setup process. Within Stripe, your financial team can also easily toggle between Stripe accounts as well to streamline the overall management of business payments across multi-location businesses.
E-Commerce Consulting, Support, & Optimization
Click to Buy Services does offer additional monthly consultation services and programs to help oversee your Click to Buy Services experience. Some of these are bundled with the one-time setup. If you’re interested in additional support, please let us know and one of our sales representatives will schedule a call.
Website Strategy, Design, Development & Digital Marketing
If your organization is in need of digital services that can help improve your overall website experience and increase qualified traffic to your site, we highly recommend Monkee-Boy, in Austin, TX. They have decades of experience working with home service companies and are good human beings.
Click to Buy was designed with 1000’s of services and use cases in mind so it is very likely that it will work for your service even if it is not listed on our website. Also, we do offer promotional “Early Adopter” discounts for new industries that we haven’t fully explored yet. If this applies to you and you’d like to see if your business qualifies for early adopter discounts, please contact us and let’s have a chat.
A multi-branch business is a business that has multiple offices, branches, or locations that require Click to Buy Services to display branch-specific:
- phone numbers;
- account access/management;
- service categories;
- service pricing & details; and/or
- bank accounts.
These locations are traditionally all owned/managed by the people. Click to Buy allows all locations to be managed under the same account and accessed from the same URL. If your business has locations with different owners, we recommend the Click to Buy Franchise subscription instead.
A multi-service group business organizes its services into more than one category/division/business unit/bucket/etc. (e.g. pest & lawn, plumbing & electrical, HVAC & pool, residential & commercial, etc.).
For scalability, each service line can include unlimited services, and each service can include unlimited pricing options.
A single-branch business is a company that has only one location / central office.
For scalability, a single-branch can have unlimited services/service groups and every service can include unlimited pricing options. Example: a pest control service line could include general pest, termite control, bed bug, mosquito, fire ant, flea & tick, and 1,000 other pest services.
If you own/manage a single-branch home service company and expand to additional branches in the future, Click to Buy can scale with you. It is very easy to upgrade to the Click to Buy “Multi-Branch” program that allows you to share information and extend functionality for each branch.
Click to Buy Services utilizes Stripe as it is considered one of the best and most trusted companies in the industry. Your business is required to have a fully authenticated Stripe account before the buildout of your Click to Buy experience begins.
If you already have a Stripe account:
We’ll simply need you to provide us with the Stripe API Key. Get help finding your Stripe API Key >
If you don’t have a Stripe account yet:
Please set one up on your own and then provide the Stripe API Keys (public and private) to your Onboarding Team.
Yes, it can – if your business provides both residential & commercial services, Click to Buy’s address validation technology can expand to identify when an address is a commercial address and send the customer to the Smart Estimate form to complete a commercial service estimate request.
Estimating and purchasing are limited to residential customers/addresses, however.
If, for any reason, your company determines Click to Buy is not a good fit within the first 60 days after launch, we will gladly provide a refund. Refunds will vary depending on whether you pay annually or go month-to-month.
- If you pay annually, you will receive a refund for the first two months minus the one-time setup fee and $1 per lead (estimate or purchase) that has come through the CtB system. The one-time setup cost is non-refundable and will be removed from your annual payment.
(Annual Cost Paid) – (Waived One-Time Setup Cost) – (Leads x $1) = Refund - If you pay monthly, you will be refunded for up to two (2) month’s paid subscription cost minus $1/lead (estimate or purchase). The one-time setup cost is non-refundable.
(Paid Subscription Cost x Months) – (Leads x $1) = Refund
Click to Buy Setup
Click to Buy offers three levels of access to your organization.
Site Admin
Site Manager access has the most power within your organization. They can:
- Create & manage all Site Admins, Locations Managers, & Order Processors
- Create & manage the organization’s colors & your CtB theme
- Create & manage all Locations
- Create & manage all Service Categories
- Create & manage all Services
- Create & manage all Coupons
- Create & manage all Orders
Location Managers
Location Manager access is for larger organizations with different branch owners/managers. Each Location Manager can:
- Create new Locations Managers
- Note: editing other Location Managers (even if created by another Location Manager) is not allowed
- Create & manage new Order Processors in locations they manage
- Manage any location-specific content they are assigned to
- Manage all Service Categories, Services, Coupons, and Orders in locations they manage
Best for franchises and larger organizations who have different branch owners/managers who should own the content for their branch(es).
Order Processors
Order Processor is a great role for administrative staff who should view & process estimates, orders, and billing. Order Processes do not have access to update your Click to Buy content & pricing. Order Processors can:
- View & manage all Orders in the Locations they are assigned to
In short – the faster you move, the faster we move.
Once your company has completed its onboarding packet and provided our team with service pricing details, it normally takes 2-3 days (on average) to have your experience ready to review & test. Timing will vary based on the number of services, service lines/groups, locations and completeness of your onboarding materials.
If you have a dedicated IT team or web manager, our team will not need any access to your website.
Should you not have an IT team or dedicated web manager, there are only two times we might need access:
- To set up your subdomain – here someone will need to make an update to your DNS (domain name servers) to point clicktobuy.yourdomain.com to your Click to Buy shopping cart.
- To connect Click to Buy to your website – in the off chance that you need help linking up buttons and navigation to point users to your new Click to Buy experience, our team will need access to your website to make edits to its content and pages.
Pricing may vary by the amount of coding and version of CMS that your site uses.
Before Your Click to Buy Experience is Launched
Should you have any changes to your setup during the buildout process, please contact your Onboarding Specialist. They will help your team with any changes.
After Your Click to Buy Experience is Launched
In most cases, your team should have access to make ongoing changes to your Click to Buy experience. If your team does not have the desire/ability, it is recommended to contact our Support team through our online support form.
Please be sure to include all requested information to allow our support team to respond as quickly as possible.
All requests are handled in the order they are received and additional charges may apply.
Launching Click to Buy Services
Click to Buy Services is designed to work with any website, regardless of the CMS (content management system), coding language, and/or platform.
Once ready, your Click to Buy setup is completed you will be able to access your experience at https://yourname.clicktobuyservices.com. If desired you can add a CNAME to your DNS to access your shopping cart at “https://anyname.yourwebsite.com.
To Connect Your Click to Buy Services Experience
Connecting Click to Buy Services to your website is incredibly simple. Follow these simple steps.
- Relink any/all links & buttons that point to your current Request an Estimate form to your Click to Buy URL.
- Redirect your Request an Estimate form URL to your Click to Buy URL.
- Sit back and relax. That’s it. It’s really that simple.
Since it is this easy, we normally let business owners (or their web manager) make these changes or can assist for an additional cost.
If you have a dedicated IT team or web manager, our team will not need any access to your website.
Should you not have an IT team or dedicated web manager, there are only two times we might need access:
- To set up your subdomain – here someone will need to make an update to your DNS (domain name servers) to point clicktobuy.yourdomain.com to your Click to Buy shopping cart.
- To connect Click to Buy to your website – in the off chance that you need help linking up buttons and navigation to point users to your new Click to Buy experience, our team will need access to your website to make edits to its content and pages.
Pricing may vary by the amount of coding and version of CMS that your site uses.
In short – the faster you move, the faster we move.
Once your company has completed its onboarding packet and provided our team with service pricing details, it normally takes 2-3 days (on average) to have your experience ready to review & test. Timing will vary based on the number of services, service lines/groups, locations and completeness of your onboarding materials.
Stripe & Other Payment Questions
To process a refund in Stripe, you will need to follow these steps:
- Log in to your Stripe account.
- Go to the “Payments” tab and find the payment that you want to refund.
- Click on the payment to view the details.
- Click on the “Refund” button.
- Enter the amount that you want to refund and select the reason for the refund.
- Click on the “Refund Payment” button to process the refund.
- The refund will be processed immediately, and the funds will be returned to the customer’s bank account or credit card.
It is important to note that you can only refund a payment within the first 90 days after it has been made. After 90 days, you will no longer be able to process a refund for that payment.
In short, yes – however, we would not recommend updating your Stripe account after active purchases have been made through your Click to Buy Services shopping cart as all recurring services purchased on the original Stripe account will continue to be billed towards it.
Should a new Stripe account be required, you’ll need to manually delete all old recurring services in Stripe and ask your customers to re-purchase. Our roadmap does include a feature that allows pre-existing, recurring invoices to be re-synchronized with a new Stripe account. Delivery of that feature is TBD.
Nope! We keep things simple and only charge a flat monthly subscription fee. A processing fee is, however, charged by Stripe, the trusted payment processor we use to handle payments.
Click to Buy Integrations
Yes, lots!
Click to Buy includes a powerful add-on module for Zapier. Zapier is a robust, trusted product that empowers your team to easily export your Click to Buy data into over 6000 different software products. Examples include Google Sheets, Quickbooks, CRM tools, and more…
To learn more about what Click to Buy can connect with, visit Click to Buy’s Zapier page.
Custom integrations with industry-based software like PestPac, FieldRoutes, HouseCall Pro, Service Titan, and more are possible but would require a one-time custom integration project. In some cases, third-party consultants or developers may be needed to assist with deep integrations.
Click to Buy Services utilizes Stripe as it is considered one of the best and most trusted companies in the industry. Your business is required to have a fully authenticated Stripe account before the buildout of your Click to Buy experience begins.
If you already have a Stripe account:
We’ll simply need you to provide us with the Stripe API Key. Get help finding your Stripe API Key >
If you don’t have a Stripe account yet:
Please set one up on your own and then provide the Stripe API Keys (public and private) to your Onboarding Team.
By using Zapier, you can easily connect Click to Buy Services with GorillaDesk and automate your workflow between the two platforms. This can save you time and effort and help you streamline your business processes.
To connect Click to Buy Services with GorillaDesk using Zapier, you will need to follow these steps:
- Sign up for a Zapier account if you don’t already have one. You can sign up for a free account at https://zapier.com/sign-up/.
- Go to the Zapier website (https://zapier.com/) and click on the “Make a Zap” button.
- Choose Click to Buy Services as the trigger app and GorillaDesk as the action app.
- Follow the prompts to connect your Click to Buy Services and GorillaDesk accounts to Zapier.
- Set up the trigger and action for your Zap. For example, you might set up the trigger to be a new service purchase in Click to Buy Services and the action to be the creation of a new customer in GorillaDesk.
- Test your Zap to make sure it is working properly.
- Turn on your Zap and start automating your workflow between Click to Buy Services and GorillaDesk.
By using Zapier, you can easily connect Click to Buy Services with Housecall Pro and automate your workflow between the two platforms. This can save you time and effort and help you streamline your business processes.
To connect Click to Buy Services with Housecall Pro using Zapier, you will need to follow these steps:
- Sign up for a Zapier account if you don’t already have one. You can sign up for a free account at https://zapier.com/sign-up/.
- Go to the Zapier website (https://zapier.com/) and click on the “Make a Zap” button.
- Choose Click to Buy Services as the trigger app and Housecall Pro as the action app.
- Follow the prompts to connect your Click to Buy Services and Housecall Pro accounts to Zapier. You will need to provide your login credentials for both platforms in order to connect them to Zapier.
- Set up the trigger and action for your Zap. For example, you might set up the trigger to be a new service purchase in Click to Buy Services and the action to be the creation of a new customer in Housecall Pro.
- Test your Zap to make sure it is working properly. Zapier will walk you through the process of testing your Zap to ensure that it is working as intended.
- Turn on your Zap and start using it to automate your workflow between Click to Buy Services and Housecall Pro. Once your Zap is set up and working properly, you can turn it on and start using it to automate your workflow between the two platforms.
General / Misc
No.
Click to Buy is online software that replaces your “Request An Estimate” form(s) with a customizable shopping cart. With Click to Buy, your online prospects can easily estimate almost any residential service, pay with a credit card, and checkout. If prospects prefer to still request an estimate, no problem – Click to Buy allows them to do that instead.
Click to Buy is customized with your logo and colors and only your services will appear on your website. Your services will not appear anywhere else.
Before Your Click to Buy Experience is Launched
Should you have any changes to your setup during the buildout process, please contact your Onboarding Specialist. They will help your team with any changes.
After Your Click to Buy Experience is Launched
In most cases, your team should have access to make ongoing changes to your Click to Buy experience. If your team does not have the desire/ability, it is recommended to contact our Support team through our online support form.
Please be sure to include all requested information to allow our support team to respond as quickly as possible.
All requests are handled in the order they are received and additional charges may apply.
E-Commerce Consulting, Support, & Optimization
Click to Buy Services does offer additional monthly consultation services and programs to help oversee your Click to Buy Services experience. Some of these are bundled with the one-time setup. If you’re interested in additional support, please let us know and one of our sales representatives will schedule a call.
Website Strategy, Design, Development & Digital Marketing
If your organization is in need of digital services that can help improve your overall website experience and increase qualified traffic to your site, we highly recommend Monkee-Boy, in Austin, TX. They have decades of experience working with home service companies and are good human beings.
Referrals – If your business is actively using Click to Buy and you have referred another business to sign up, please let us know and we will credit one (1) month of your Click to Buy subscription back to you for the kind words.
Affiliate Program – We are actively working on developing our affiliate program. In the meantime, if you are a digital marketing agency or web company that would like to discuss referral fees, please reach out and we will be in touch to discuss the details.
Should you decide that Click to Buy Services is not a great fit, for any reason, canceling your account is very simple.
During the first 90-Days:
Please let your onboarding specialist know before the 90-day period is up.
After 90 days: A 30-day notice to shut down your account is required. We also recommend completely disconnecting all of your website links that point to your Click to Buy experience before completing the form below to ensure no leads or payments are lost.
Otherwise – to begin the cancellation process, please complete this form.
Question not listed?
We are here to help and will do everything we can to answer your questions as you consider Click to Buy for your business. If your question is not listed here, please visit our Get Support page and leave us a note.