Clone of Field Documentation Quiz

1

Name* This field is required.

First Name

Last Name

2

Company* This field is required.

3

Email* This field is required.

example@example.com

4

Do you need an IICRC CE certificate? *Only applicable to certified technicians; WRT, ASD, AMRT, etc.

5

When is the best time to collect a deposit or deductible using Encircle Payments?* This field is required.

A. After all work has been completed

B. Before the job begins or as soon as the homeowner says yes

C. When the insurance claim is fully approved

D. Only after the final invoice is issued

6

What is the fastest and lowest-fee way to collect an on-site payment?* This field is required.

A. Payment link via email

B. Bank transfer through Stripe dashboard

C. Tap to Pay

D. Cash or check

7

What information should you include in every payment request description?* This field is required.

A. Just the total amount

B. Only the job number

C. A short, clear explanation of what the payment covers

D. The customer’s address

8

How does the customer complete a Tap to Pay transaction?* This field is required.

A. By swiping their card through an external card reader

B. By signing a printed receipt

C. By entering their card details manually

D. By tapping their card or mobile wallet on your Phone

9

What happens immediately after a Tap to Pay transaction is completed?* This field is required.

A. The payment appears in the dashboard, and a receipt is automatically emailed to the customer

B. The user must manually send a receipt

C. The funds are instantly deposited in your bank

D. The customer must verify by email

10

If your customer isn’t on-site, what’s the best way to request payment?* This field is required.

A. Wait until the next visit

B. Use a payment link to send a secure request by email or text

C. Ask them to call Stripe directly

D. Write down their credit card information

11

Date

12

Score