Getting paid shouldn't wait until the job is finished. In this tutorial, we'll walk you through how to turn on Deposits in Servgrow, request a deposit the moment a customer approves an estimate, and add a deposit request when you create a new job. By the end, you'll be collecting deposits in just a couple of clicks and cutting down on no shows and last minute cancellations.
Let's get to it!
Collecting a deposit can happen at the time a customer approves an estimate, after a customer approves an estimate, or after you create a job.
Collecting a deposit at the same time the customer approves an estimate.
You can make it required after approval to move forward. The customer can not approve without paying the deposit.
Collecting a deposit after the customer approves the deposit.
You can make it optional to pay the deposit at the time of approval or after the approval. With this, customers have the option to approve the estimate and then pay deposit, or skip deposit during approval and pay later.
Collecting a deposit on a job.
After creating a job, you can request a deposit from a customer.
Collecting a Deposit on an Estimate
1. Navigate to Invoice Settings
Invoice settings are found in your main settings area.
2. Next, under estimates, toggle on 'collect a deposit'.
A. Set the default value of the deposit. You have the option of a percentage or assigned value.
B. Toggle on to require a deposit when the customer approves the estimate. Customer can not approve without paying the deposit. Toggle off to allow the customer to have the option to approve the estimate without paying the deposit at the time.
C. Toggle on to convert the estimate to a job automatically after approval.
Save settings and you're all set.
Collecting a Deposit on a Job
1. Navigate to Invoice Settings
Invoice settings are found in your main settings area.
2. Next, under Job deposits, toggle on 'collect a deposit'.
Set the default value of the deposit. You have the option of a percentage or assigned value.
Save settings.
3. After creating the job, you'll have the option to request the deposit.
You can edit the amount when requesting the deposit.
There you go! Now happy deposit collecting!