Take a deposit when a bid is signed
A percent or a set amount, due when they sign. It's on the bid they sign, its invoice goes out right away, and it comes off their next invoices. Off until you turn it on.
A deposit shows a builder is serious and keeps your cash coming in before a big job. Turn it on once, and every new bid asks for it when it's signed.
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1
Open Post-construction settings
In the menu, tap Marketing, then Bids, then Post-construction settings.
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2
Turn on the deposit
Tick Ask for a deposit on new bids, type the deposit, pick A percent of the total or A set amount, and tap Save.
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3
Change it on a bid
In the bid builder, Deposit due when they sign starts with yours. Change it, or leave it empty for no deposit on that bid.
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4
They sign
They see Deposit due when you sign on the bid. When they sign, the deposit invoice goes out with their signed copy, due right away.
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5
It comes off their next invoices
Once they pay it, or you mark it paid by check or ACH, it comes off the bid's next job invoices. The bid shows what came off.