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.
With ServiceM8 Pay, taking Deposits is easier than ever, with the ability to collect a pre-payment when clients accept your quote, on site or online.
Online Deposits
When a client accepts your quote online, they’ll be prompted to pay the deposit, then & there.
On Site Deposits
If the client accepts on site, you can take the pre-payment on the spot, with nothing but your iPhone.
Default Percentage
Simply set a percentage amount of each job’s value as your default deposit required upon quote acceptance.
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.
Per Job Deposits
The % deposit required can be adjusted from your default, on a job-by-job basis in the Online Dashboard.
Per Proposal Deposits
When sending a Proposal, the % deposit required can be adjusted from your default, on a job-by-job basis.
Fixed Amounts
When sending a Proposal online, you can set a fixed deposit amount rather than a percentage.
Learn more about how to use Deposits with ServiceM8 Pay.
Deposits are available with ServiceM8 Pay, our new solution to accept card payments, offering great processing rates & faster payouts. Learn more about ServiceM8 Pay.
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