The Problem
You send a quote. The customer says yes. And then... nothing. You're texting and calling, trying to collect the deposit before you can even order materials or put the job on the schedule.
It's worse when the deposit never gets discussed until job day. Now you're standing in someone's driveway having an awkward money conversation before you've picked up a single tool.
And if a customer cancels after approving but before paying? You've lost the job, the time, and possibly the materials you fronted. For a small shop, one or two of those a month really stings.
How It Works
Here's the new flow. You send a quote with a deposit line built in. The customer opens it on their phone — no login, no app — reviews the options, and taps approve. The moment they approve, they're taken straight to a payment page where they pay the deposit by card.
Approval and payment happen in the same minute. You get notified, and the job is created on your schedule automatically with the deposit already marked as paid.
When the job wraps up, the balance invoice is already pre-filled from the original quote — no retyping prices or quantities. You send it, the customer pays on the same kind of simple page, and if they forget, gentle reminders go out on day 3, 7, and 14 without you lifting a finger.
What It Means for You
Every approved quote comes with cash in hand. You can buy materials, book the crew, and commit to the job knowing the customer is financially committed too. A roofer ordering shingles for a $12,000 job doesn't have to float $4,000 out of pocket while waiting on a check.
You also stop losing hours to deposit-chasing. No more "just following up on that deposit" calls. And because the balance invoice builds itself from the quote, your end-of-job paperwork takes minutes instead of an evening at the kitchen table.
Getting Started
Set a default deposit amount or percentage for your quotes — say 30% — and it applies automatically. When you send your next quote, the deposit collection is already baked in.
You can also ask your assistant things like "which quotes were approved this week?" or "which invoices are still unpaid?" to keep a pulse on your money without digging through spreadsheets.