Who owns my data?
You do. Always. Cadence is a processor; your customer records, schedules, invoices, and history belong to your business. Customer records export to CSV from inside Cadence today; broader self‑serve exports are rolling out, and we’ll provide a full export on request — including before tenant scrubbing at cancellation.
How do I migrate from QuickBooks or a spreadsheet?
Cadence syncs bidirectionally with QuickBooks Online on the Pro tier — customers, invoices, and payments stay in step automatically. Bulk CSV import is on the roadmap; in the meantime our team will help you with seed-data import during onboarding.
How does payment processing work? Do you take a cut?
Cadence Payments runs on Stripe Connect under your own connected Stripe account. You pay Stripe’s standard processing rates plus a small Cadence service fee. Funds settle directly to your bank on Stripe’s standard schedule (typically two business days for cards). The platform does not intercept payments or hold them in escrow.
ACH availability: ACH/bank‑debit is controlled by your own Stripe Dashboard, not by Cadence. Enable it on your connected account and it will appear automatically alongside card on the pay page — no extra setup on our side.
Is customer payment data PCI-compliant?
Yes. We never see or store full card numbers — Stripe handles all card data directly. This puts Cadence (and you) in the lowest PCI scope tier (SAQ A), which is the same compliance shape Shopify and most modern SaaS billing platforms use.
What happens if I cancel?
Cancel any time from Settings → Billing. Your workspace stays read-only for 30 days afterward so you can export data and finalize outstanding invoices. After 30 days, your tenant data is permanently scrubbed in line with GDPR and CCPA right-to-erasure requirements.
Does Cadence work on phones? What about offline?
Yes to both. Field crews and sales reps use mobile web from any phone or tablet, no app to install. Quotes captured in the field — plus full visit completion, including status updates, customer signatures, and on‑site photos — queue locally on the device and sync automatically when the connection comes back. Designed for trucks, basements, and rural service areas where signal drops mid-job.
How does pricing scale with team size?
Per tenant, not per technician. Core ($79/mo) and Pro ($129/mo) both include unlimited users — add as many crews, dispatchers, and admins as you need without overage charges. Enterprise customers add custom RBAC and per-seat controls; talk to sales.
Can my customers see their own invoices and pay online?
Yes — the Pro tier ships a customer portal branded with your business name, logo, and color palette. Your customers see their invoice history, current balance, and pay online via card or ACH. They never see “Cadence” anywhere — it’s your brand front to back.
What’s the difference between Core and Pro?
Core covers schedule, dispatch, invoicing, Quick Quote, and Cadence Payments — everything most solo operators and small teams need to run the business and get paid. Pro adds:
- The branded customer portal
- QuickBooks Online sync
- SMS notifications
- Advanced reports and dashboards
Most operators upgrade once they want self-serve invoice access for their customers or QuickBooks sync.
Do you have an API?
A public API and webhooks are on the roadmap. If you have a specific integration in mind, talk to sales — we’re prioritizing the API surface based on what founding customers actually need to wire up.
Still have questions?
We answer every email personally during the founding-customer phase. Reach out at hello@cadencefieldops.com or request a demo — typical response within one business day.