NXT INSPEKT

NxtInspekt is a full feature, software-as-a-service (SaaS) scheduling platform uniquely created to handle the specific needs and data of Home Inspectors. Nxt Inspekt understands the Home Inspection business and knows what Home Inspectors need to make scheduling convenient, easy and cost-effective… A simple interface that works with your existing website & no more phone tag. Clients/Realtors can book appointments from any device with an Internet connection – 24/7/365. Integrating your Guardian Financial merchant account with NxtInspekt is simple, quick and easy. Sign up for credit card processing now, and we at Guardian will help you with every step of the integration process.

There are several ways (places) that you can have the Client enter their credit card info into NXT:

1. Add one of the following email template variables to an email %PAYMENT_BUTTON% or %INVOICE_BUTTON% – both of these variables will take the Client to the Invoice screen to view the amount owed and allow them to enter their card info and be charged immediately
2. Add %PAYMENT_METHOD% to the Inspection Agreement – this variable will add a table to the Agreement that lists all available Payment Methods and requires the Client to check one of the boxes. When Credit Card is checked, a dialog appears for the Client to enter their card info. The card is then Authorized for a small amount to verify the credentials, then the card is Charged a period of time after the Appointment Start Time has taken place (default is 24 hours after, but this can be changed to any amount).
3. On the external Reports/Files screen, if the Files are setup to not be available if the Inspection is not PAID, then the Client will see a button to Pay Now. Their card can be entered and will be Captured immediately.
4. You are able to manually add a Credit Card to the Appointment Profile > Payments panel > Add Credit Card. Then you can manually force the card to be processed/Captured by clicking the Capture Funds button on the Appointment Profile > Actions panel

The rates and fees associated with processing credit cards are primarily determined by the risk associated with running the transaction. Because we work with so many Home Inspectors, we have been able to create an account that gives the lowest rates to transactions that have historically been charged at a higher risk level. We try our very best to make sure our pricing is as simple as possible to understand.

RATES AND FEES

Below are some screen shots that will aid you in integrating your credit card processing account with NXTInspekt. Once you have activated your Authorize.net gateway, you will need to login to Authorize.net and get the API Login ID, Transaction Key and Public Client Key.

To obtain the API Login ID and Transaction Key:

1. Log into the Merchant Interface at https://account.authorize.net
2. Click Account from the main toolbar.
3. Click Settings in the main left-side menu.
4. Click API Credentials & Keys.
5. Your API Login ID is displayed on the page if one has been generated already. If not, enter your Secret Answer. The API Login ID will then be generated.
6. Enter your Secret Answer.
7. Select New Transaction Key.
8. Click Submit to continue. Your new Transaction Key is displayed.

To obtain a Public Client Key:

1. Log into the Merchant Interface at https://account.authorize.net
2. Click Account from the main toolbar.
3. Click Settings in the main left-side menu.
4. Click Security Settings.
5. Click General Security Settings.
6. Click Manage Public Client Key.
7. Enter your Secret Answer.
8. Click Submit to continue. Your new Public Client Key is displayed.

While you are here, once you have copied and pasted these numbers into NXTInspekt; go back to the Account tab in authorize.net, click on “Test Mode” in the Security Settings section and set your account to “Live.”

The last step is to Enable Customer Information Manager (CIM) with Authorize.Net – This simply allows NXT to create a customer profile for your Client through an API call so their CC can be saved in Authorize.Net

1. Log into the Merchant Interface at https://account.authorize.net.
2. Select Customer Information Manager (CIM) from the home screen.
3. Click on Sign up for Customer Information Manager (CIM) Now.
4. Select the checkmark I have read and understand the Terms of Service.
5. Click I Agree.

Once the steps above have been followed and the credentials entered into NXT Integration, you will be able to accept Credit Card payment at time of Agreement e-signing through NXT.  The “Payment Method Table” template variable %PAYMENT_METHOD_TABLE% needs to added to your Agreement (typically towards the bottom). When the Client selects “Credit Card”, they are then prompted to enter their CC info. The CC will be validated immediately, and then once the Appointment Start Datetime has passed, the Card will be automatically processed (set to run approximately 24 hours after start date time) to coincide roughly with Report being sent.  This amount of time after Appointment Start Date/Time can be set to whatever value you would like.

Also, you can manually force the Capture to happen early by clicking the “Capture Funds thru Authorize.Net” button on the Appointment Profile > Actions panel.