The operating system for merchant services reps.
Track leads, capture field notes, manage partners, organize training, submit demos, and monitor residual opportunities from one clean workspace built for payment professionals.
Built by a merchant services rep, for reps in the field.
ResidualOS · Dashboard
Monthly Residuals
$18,750
Processing Volume
$1.42M
Active Merchants
47
Pipeline Value
$96,400
Field Capture
SavedNorthstar Coffee Co. · East Plaza
Spoke with Maya, owner. Currently using Square and processing ~$42k/mo. Interested in dual pricing and faster funding. Follow up Thursday morning.
One workspace for field notes, follow-ups, demos, partners, and residual opportunities.
What is ResidualOS?
A merchant services operating system for the people who sell payments.
ResidualOS is a merchant services operating system built for independent payment processing reps, ISOs, referral partners, and appointment setters. It combines lead tracking, field note capture, follow-up management, residual opportunity tracking, partner submissions, training, and document organization into one workspace built specifically for how payments are sold.
The reality of selling payments
Your merchant services workflow should not live in notebooks, spreadsheets, and text messages.
Field notes get lost after prospecting.
Follow-ups slip through the cracks.
Partner submissions are hard to track.
Training docs are scattered across drives.
Residual estimates are inconsistent.
Generic CRMs do not understand merchant services.
Who it's for
Built for the people actually selling payments.
ResidualOS is built for the people prospecting businesses, booking demos, managing partners, and tracking residual opportunities — not generic sales teams.
Throw out the notepad. Capture field notes the moment they happen.
ResidualOS Field Capture is built for reps walking into businesses, canvassing plazas, and collecting quick notes between conversations. Instead of trying to remember every detail later, reps can capture what happened, structure the lead, and keep the next follow-up moving.
- Capture door-to-door prospecting notes fast.
- Turn messy notes into structured lead records.
- Track business name, contact, processor, POS, pain points, and follow-up.
- Save time after long field days.
- Keep the next action clear.
- Built for merchant services reps — not generic sales teams.
Field Capture · Voice or Type
DraftingStopped at Lakeside Auto Spa. Owner Ben, took over from his dad last year. Currently on Square — flat 2.6%. Wants help with chargebacks and faster funding.
Mentioned they get hit on weekends. Has 3 detail bays, ~$48k/mo. Best follow-up window: Tuesday afternoon.
Structured lead preview
- Business
- Lakeside Auto Spa
- Contact
- Ben (Owner)
- Processor
- Square
- Volume
- ~$48k/mo
- Pain point
- Chargebacks, funding
- Follow-up
- Tue afternoon
Before ResidualOS
Visited 14 businesses. Notes scattered in a notebook, phone, and memory.
After ResidualOS
14 visits captured. 6 follow-ups scheduled. 3 qualified leads saved.
End-to-end workflow
From first conversation to residual opportunity.
ResidualOS helps reps move from field conversation to structured lead, follow-up, demo submission, and residual estimate without losing the thread.
- Capture
- Qualify
- Follow Up
- Submit Demo
- Track Status
- Estimate Residual
Built for the entire workflow
Everything a payment rep needs to stay organized.
Field Capture
Replace the notepad with fast prospecting notes and structured lead capture.
Lead Pipeline
Track prospects from first conversation to submitted application or booked demo.
Partner Portal
Let referral partners and appointment setters submit demos, track updates, and complete training.
Training Center
Organize scripts, SOPs, objection handling, and program-specific resources.
Documents & Agreements
Store partner agreements, signed documents, provider docs, and training resources.
Residual Tracking
Estimate residual opportunities, partner payouts, and owner share.
Proposal Estimates
Use proposed processing details and Schedule A assumptions to forecast residual value.
Program-Specific Workflows
Keep every offer, vertical, and partner program organized by assigned workflow.
Give referral partners and appointment setters a clean portal.
ResidualOS lets reps create partner portals that match the programs, offers, and verticals they sell. Whether a rep is booking demos, managing referral partners, or training appointment setters, the portal can be organized around assigned programs and workflows.
- Assigned program access
- Training checklist with progress tracking
- Demo submission forms
- Submission status tracking
- Provider-submitted updates
- Commission visibility
- Partner-visible notes and timeline updates
Customize the portal around the programs, providers, verticals, and offers your sales team actually works.
Partner Portal
ActiveYour Partner Portal
Submitted
18
Scheduled
5
Completed
6
Est. Earnings
$2,640
Training Checklist
- Program overview video
- Prospecting guide
- Demo booking walkthrough
- Submit first qualified demo
Not another generic CRM
Built specifically for how payment reps actually work.
ResidualOS is designed around how payment reps actually work: walking into businesses, booking demos, collecting statements, tracking partner referrals, managing program-specific training, estimating residual opportunities, and following the money after the deal closes.
Generic CRM
- Built for broad sales teams
- Manual note entry
- No residual logic
- No partner training portal
- No merchant-services-specific workflow
ResidualOS
- Built for payment reps
- Field Capture for prospecting
- Partner and setter portal
- Program-specific training
- Residual and commission tracking
- Proposed processing and Schedule A estimates
Get a workspace shaped for how payments actually get sold.
ResidualOS is currently being tested with a small group of merchant services reps, referral partners, and appointment setters.