In this article, we'll guide you through the integrated deposit process, ensuring a smooth experience for both you and your customers.
Understanding the Deposit Flow
1. Initiating the Deposit Process
When a customer opens an estimate, a distinct approach is taken to handle all necessary actions seamlessly. Once you review the estimate and decide it looks good, you're immediately directed to the paid deposit link.
2. Configuring Deposit Details
In the example provided, a flat-rate deposit strategy is used. The system allows for straightforward input of data, ensuring a hassle-free configuration of deposit details.
3. Completing the Transaction
After inputting the necessary data, processing the transaction is a breeze. Upon successful completion, you have the option to close or revisit the estimate for any additional adjustments.
4. Office-Side Perspective
From the office side, new indicators show whether a deposit has been paid. If a deposit is required per the estimate, the system clearly highlights this information. For instance, in the case of a flat rate estimate, the system shows that a deposit is required.
5. Impact on Job Status
If the required deposit remains unpaid, the job retains its status as an estimate and won't transition to "ready to book" until the deposit is settled. Conversely, once the deposit is paid, the job seamlessly moves to the "ready to book" stage.
Conclusion
Our integrated deposit flow aims to simplify your payment processes, allowing you to efficiently manage estimates, payments, and bookings within a unified system. By incorporating these features, we ensure a streamlined experience for you and your customers, minimizing complexities and maximizing efficiency.
If you have further questions or encounter any issues with the deposit flow, feel free to reach out to our support team. We're here to help you make the most of our integrated deposit system!