Payment Policy

Policy Statement

Spartan Plumbing requires payment at the time of service for all work performed. This policy exists to protect the company's cash flow and eliminate collections issues. All employees must enforce this policy consistently — no exceptions without manager approval.

Who This Applies To

All service technicians, install technicians, sales representatives, and office staff involved in billing or payment processing.

Payment Terms

Service Calls

• Full payment is due at job completion before the technician leaves the property
• Accepted methods: credit card, debit card, cashier's check, cash, or approved financing
• We do NOT accept regular personal checks

Install Jobs

• 40% deposit is collected before work begins
• Remaining balance is due at job completion
• For financed jobs, the financing approval must be completed before work starts

Financing

• GoodLeap, Service Finance, and Turns are available financing options
• Technicians should present financing as part of the Good/Better/Best options
• Financing applications must be completed and approved before work begins, not after
• Do not use only one financing provider — present all available options to the customer

Exceptions (Manager Approval Required)

• Payment plans or delayed payment: requires supervisor or Josh approval in advance
• Splitting payment across multiple days: not allowed without manager approval
• Waiving the dispatch fee: requires supervisor approval
• Discounts beyond your authorization level: see Discount Authorization Levels

Cash Handling

• Count cash in front of the customer and provide a receipt immediately
• Drop off cash at the shop dropbox before heading home — do not carry cash overnight
• All cash transactions must be recorded in ServiceTitan

Violations

• Leaving a job site without collecting full payment (unless approved by a manager) is a policy violation
• Accepting a regular personal check without authorization is a policy violation
• Repeated policy violations will result in coaching, written warning, and potential further action

Important Notes

• This policy was identified as frequently violated — inconsistent enforcement hurts the company and creates unfair situations for employees who do follow it
• If a customer refuses to pay, do not argue. Call your supervisor and let them handle it. See Technician Safety During Payment Collection SOP
• For insurance claim jobs, the office handles invoicing separately — confirm the process with the office before collecting

Related SOPs

• Technician Safety During Payment Collection — staying safe during payment
• Financing Options Explanation for Techs — presenting financing to customers
• Company Credit Card Usage Policy — company card handling
• Discount Authorization Levels — who can approve discounts