Deposits
Collect a deposit before you reserve crew time
Set the deposit requirement on each estimate, collect it through the client portal, and schedule the job once the work is approved and secured.
Use this when
Where this workflow fits
- The job requires materials, travel, subcontractors, or a meaningful block of crew time.
- You want the client to approve scope and terms before the booking moves forward.
- Different jobs need different deposit rules instead of one policy for every service.
Inside Interdatum
What the CRM handles
- Prepare the estimate and choose whether a deposit is required.
- Send the estimate by email or transactional SMS.
- Let the client review the PDF and accept your terms in the portal.
- Collect the required deposit through Stripe Connect, or record approval without a deposit.
- Schedule the approved work with the payment and estimate attached to the file.
Good fit
Teams likely to use it
- Custom or higher-value service work
- Jobs with material or travel costs
- Operators who protect calendar time with deposits
Free to start
Build this workflow around your operation
Signup is open. Create your CRM, choose your currency, configure your services, and turn on only the workflow pieces your business needs.