Taking a pre-payment when customers accept your quote is a great practice to protect your business, make jobs run smoother, and maintain cashflow to cover overheads, pay wages & buy materials. Now, taking Deposits with ServiceM8, on site or online, is easier than ever. Available with ServiceM8 Pay.

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Online Deposits

When a client accepts your quote online, they’ll be prompted to pay the deposit, then & there.

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Default Percentage

Simply set a percentage amount of each job’s value as your default deposit required upon quote acceptance.

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Client Rules

To waive deposits for some clients, or require a higher amount for others, you can set a custom rule in their Client Card.

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Per Job Deposits

The % deposit required can be adjusted from your default, on a job-by-job basis in the Online Dashboard.

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Per Proposal Deposits

When sending a Proposal, the % deposit required can be adjusted from your default, on a job-by-job basis.

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Fixed Amounts

When sending a Proposal online, you can set a fixed deposit amount rather than a percentage.

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On Site Deposits

If the client accepts on site, you can take the pre-payment on the spot, with nothing but your iPhone.

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Payment Sync

Deposit payments sync to Xero & QuickBooks as pre-payments, and are auto-linked when the final invoice is Approved.

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New Merge Fields

You can add new merge fields to your quote, email & SMS templates to auto-populate deposit percentage & fixed amounts.

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Learn More

• How to use Deposits with ServiceM8 Pay

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How to Upgrade to ServiceM8 13

• Online: to activate ServiceM8 13 features & improvements in your Online Dashboard, there’s a two-step process 1) click ‘Activate ServiceM8 13’ just under the top video at https://www.servicem8.com/september-2024-update, to reveal a green notice in Settings, then 2) click the ‘Activate’ button.‍
• App: the ServiceM8 13 iOS app & the new ServiceM8 Lite app for Android are now available in the App Store & Google Play store.