OtisOSIntegrated checkout
Move from an OtisOS invoice into secure Helcim checkout while keeping the payment tied to the work.
HVAC software built around the work
Get from finished work to paid without breaking the workflow.
OtisOS connects invoicing and payment status to the customer and service record, with integrated Helcim processing for secure card checkout and lower-cost ACH options.
Built into OtisOS
One more part of the workflow, not another disconnected app.
Transparent pricing model
Helcim passes through interchange/network costs and adds a published processing margin rather than hiding everything inside one flat percentage.
Automatic volume discounts
Helcim reduces its published processing margin as rolling card volume reaches higher tiers.
ACH for larger invoices
Bank payments can provide a lower-cost option for high-dollar HVAC invoices. Current U.S. Helcim ACH pricing is 0.5% + 25¢ with a $6 cap for transactions under $25,000, subject to Helcim's terms.
Connected workflow
Keep the invoice, checkout, and payment record connected.
01Invoice
Create the amount due from the completed work.
02Checkout
Open the secure payment experience from the OtisOS workflow.
03Reconcile
Keep provider and OtisOS payment references connected.
04Close
Carry payment status forward with the customer and job record.
FAQ
Common questions
How does Helcim card pricing work?
Helcim uses interchange-plus pricing, so the total rate varies by card and transaction type. For U.S. merchants at the entry volume tier, Helcim publishes its margin as interchange + 0.40% + 8¢ in person and interchange + 0.50% + 25¢ keyed or online.
What is Helcim's processing margin at the entry tier?
For U.S. merchants processing $0–$50,000 in monthly card volume, Helcim currently publishes interchange + 0.40% + 8¢ for card-present transactions and interchange + 0.50% + 25¢ for keyed and online transactions.
Can customers pay by bank transfer?
Helcim supports ACH. Current U.S. pricing is 0.5% + 25¢ per transaction, capped at $6 under Helcim's published terms. Processing pricing is set by Helcim and can change.
Built for HVAC companies