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Payzer

Stage 2 | Established SMB
Best For: Multi-trade contractors simplifying project financing
L Expert Review by Lumen Editorial
✓ Updated: March 2026
Managing multiple payment methods and disparate lender portals creates massive administrative drag for solar sales teams. Payzer anchors the Finance pillar by integrating payments and financing into a single ho...

See Payzer in Action

Key Features

  • In-field and online payment processing
  • Instant financing approvals for customers
  • Technician scheduling and dispatch
  • Customer relationship management (CRM)
  • Digital invoicing and quotes
  • Cloud storage for project photos

Pricing

Contact for Pricing ($149+/month for full CRM)

The Deep Dive

The Business Case

Managing multiple payment methods and disparate lender portals creates massive administrative drag for solar sales teams. Payzer anchors the Finance pillar by integrating payments and financing into a single home-improvement CRM.

Workflow Integration

  • Simplify the sales process with integrated mobile payments and instant, digital financing approvals.
  • Centralize dispatching, lead tracking, and invoicing into one platform to reduce administrative overhead.
  • Improve cash flow by enabling homeowners to pay via credit card, ACH, or financing from a single digital invoice.

Maturity Fit

Fitting perfectly into Stage 2, Payzer provides the stable workflows and established reliability needed for SMB installers who have moved past initial growth and require consistent performance.

Audit your Finance with Payzer via the link below.

Visit Website →

Pros

  • Streamlines the path to customer payment
  • Powerful financing options for expensive solar systems
  • Reliable mobile tool for field technicians

Cons

  • Project management features can be basic
  • Transaction fees can add up for high-volume users
  • Interface setup can be time-consuming for back-office

Request a Custom Quote for Payzer

Get personalized pricing and a feature breakdown for your installation team.

Top Alternatives to Payzer

Not convinced? Compare these popular Finance solutions.

1

Dividend Finance

Contractors lose deals in the living room because of slow financing approvals and complex loan docs. Dividend Finance anchors the Finance pillar by providing instant, soft-pull credit decisions. Built for Stage 1 and 2 teams needing a frictionless path to 'Contract Signed.'

  • Execute soft-pull credit checks to qualify homeowners without impacting their score.
  • Automate loan documentation to reach project kick-off in minutes, not days.
  • Offer a diversified portfolio of loan products to match any homeowner's ROI target.

Audit your Finance with Dividend Finance via the link below.

Compare VS → 2

Mosaic

A lack of technical connectivity between design tools and lenders often results in financing friction that kills deals at the kitchen table. Mosaic anchors the Finance pillar by offering a robust, API-integrated lending platform. Ideal for Stage 2 teams looking for a reliable, tech-first financing partner.

  • Leverage a robust API to integrate solar lending directly into your existing sales and proposal software.
  • Provide homeowners with flexible, competitive loan products to match their specific financial (ROI) goals.
  • Accelerate project development with a portal designed for fast credit decisions and reliable milestone payouts.

Audit your Finance with Mosaic via the link below.

Compare VS → 2

SolarInsure

Homeowners fear 'orphaned systems' when installers exit the market or equipment warranties become difficult to claim. SolarInsure anchors the Finance pillar by providing third-party backed warranty protection. Ideal for Stage 2 teams looking to increase brand trust.

  • Increase close rates by providing homeowners with 30-year, third-party backed warranty and insurance protection.
  • Automate the warranty claim process to reduce administrative pressure on your internal service department.
  • Monitor system performance via integrated tools to proactively identify and resolve long-term warranty issues.

Audit your Finance with SolarInsure via the link below.

Compare VS →
View all Finance tools in the Comparison Hub →