We understand the importance of streamlining processes, especially when it comes to managing deposits on the office side. Here's a comprehensive guide to help you navigate this aspect seamlessly.
Verifying Deposit Payments:
When handling estimates, it's crucial to identify whether a deposit is required. This information is pivotal in determining the status of the job.
1. Identifying Deposit Requirements:
Upon reviewing an estimate, check if a deposit has been entered on the Estimate tab. This is integral to ensure a deposit is collected.
2. Managing Unpaid Deposits:
If a deposit is required but remains unpaid, the job will stay in the estimate status. It won't transition to "ready to book" until the deposit is settled.
3. Facilitating Smooth Transitions:
Once the estimate is signed and the deposit is paid, the job automatically moves to "ready to book." This ensures efficient progression in our workflow.
Tips for Clarity:
Consider renaming estimates for clarity, reflecting the nature of the job and deposit requirements.
Communicate clearly with customers about deposit requirements to avoid delays in booking.
Troubleshooting:
In case of any discrepancies or issues with deposit payments, promptly communicate with the relevant stakeholders for resolution.
Managing deposits effectively are key to ensuring smooth transitions from estimates to bookings.
If you have any further questions or require assistance, don't hesitate to reach out to the support team.