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.
When a client accepts your quote online, they’ll be prompted to pay the deposit, then & there.
Simply set a percentage amount of each job’s value as your default deposit required upon quote acceptance.
To waive deposits for some clients, or require a higher amount for others, you can set a custom rule in their Client Card.
The % deposit required can be adjusted from your default, on a job-by-job basis in the Online Dashboard.
When sending a Proposal, the % deposit required can be adjusted from your default, on a job-by-job basis.
When sending a Proposal online, you can set a fixed deposit amount rather than a percentage.
If the client accepts on site, you can take the pre-payment on the spot, with nothing but your iPhone.
Deposit payments sync to Xero & QuickBooks as pre-payments, and are auto-linked when the final invoice is Approved.
You can add new merge fields to your quote, email & SMS templates to auto-populate deposit percentage & fixed amounts.
