Deposit workflow
Collect deposits before scheduling service jobs.
Interdatum helps service businesses collect deposits before calendar time is blocked, keeping estimates, approvals, deposits, scheduling, invoices, and payments connected.
Operational pain
What breaks before Interdatum
- Jobs get scheduled before the client has committed financially.
- Deposit links, estimate PDFs, and job notes live in separate tools.
- Operators have to manually check whether a deposit was paid before assigning work.
- Clients ask where to approve, download, or pay because the workflow is scattered.
Connected workflow
How the flow works
- Capture the request and service variables from a website intake form.
- Generate and send the estimate from the CRM.
- Let the client review the estimate through the client portal.
- Collect the deposit through Stripe Connect before scheduling.
- Schedule the job once the booking is financially secured.
- Keep the invoice and final payment tied to the original job record.
Best for
Service businesses that need this workflow
- Pressure washing jobs that require deposits before reserving crew time.
- Cleaning and detailing jobs where no-shows or cancellations are expensive.
- Marine, trades, and specialty service work that needs client approval before dispatch.
Free onboarding
Want this workflow for your service business?
Create a CRM with email and password, configure your business basics, and start shaping intake, estimates, deposits, scheduling, invoices, and payments around your operation.