Quote deposits
Take a deposit on acceptance.
Replaces Word documents, a spreadsheet of prices and a Sunday evening. A quote that goes out the same day wins work that a quote sent three days later does not.
Quotes out in minutes, accepted from the customer's phone.
Start from one of 218 priced templates or your own price book, offer good-better-best options, take a deposit on acceptance and turn the quote into a job and an invoice without retyping a line.
Quotes go out the same day, so you win work that used to go to whoever replied first.
- Set a deposit percentage per quote, or a fixed amount where a percentage does not fit
- The deposit is taken by card or Apple Pay at the moment of acceptance, not chased afterwards
- The final invoice nets the deposit off automatically and shows the balance due
- Materials-heavy jobs stop being financed out of your own bank account
Step 02 of the job: quote
Pick one of 218 priced quote templates for your trade or pull lines from your own price book. Offer good-better-best options. Send it from the van, and the customer signs on their phone.
Quote deposits is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does quote deposits replace?
For most trade businesses, Word documents, a spreadsheet of prices and a Sunday evening. A quote that goes out the same day wins work that a quote sent three days later does not.
Does quote deposits work on a phone, and offline?
Yes. The mobile app is offline-first: records created on site are stored on the device and synced automatically, in order, when signal returns. Lofts, plant rooms and rural sites were the design brief.
Which plan is it on?
Every paid plan. Quote deposits is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and quote deposits is switched on with your trade's templates already in place.
The rest of Quoting & Estimating
All 10 →- Build line-item quotes in minutes and win more work
- Online quote acceptance
- Price book
- Quote reminders
- Quote to invoice
- Quote with confidence using smart price suggestions
- Tiered quote options
- Turn a few job photos into a ready-to-send quote
- Win more quotes faster with ready-made templates
Put quote deposits to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.