Take money up front so the job does not start on your cash
Materials-heavy work funded entirely out of your own pocket until completion is how profitable businesses run out of money. Deposits and counter sales settle against the same ledger as everything else.
- 1
Quote requests a deposit
A fixed amount or a percentage.
- 2
Paid at approval
On the same link, before scheduling.
- 3
Materials ordered
With the customer committed.
- 4
Balance on completion
The deposit is netted off the invoice.
Illustrative — sample data
Deposit before dispatch
The customer is committed before the order is placed
A deposit requested at quote approval is paid on the same link, before you buy the materials. It also filters out the customer who was never quite going to go ahead.
One ledger
Counter sales and job revenue report together
Selling a part over the counter and completing a job are both revenue. Keeping them in one ledger means your reporting is the whole business rather than the part that happened to go through jobs.
Jobs
$48.2k
Counter
$6.1k
Deposits held
$9.4k
- Completed job revenue$48.2k
- Counter sales$6.1k
- Deposits on open jobs$9.4k
Illustrative — sample data
Where this sits in the day
Questions people ask
Start using Deposits & Counter Sales.
Set up your first crew, route, and quote today. Bring the clipboard if you must.
Get started