--- title: "Collect deposits on sold-for-later estimates in the ServiceTitan Field Mobile App" slug: "collect-deposits-sold-for-later-estimates-servicetitan-field-mobile-app" updated: 2026-10-29T12:37:46Z published: 2026-10-29T12:37:46Z canonical: "help.servicetitan.com/collect-deposits-sold-for-later-estimates-servicetitan-field-mobile-app" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Collect deposits on sold-for-later estimates in the ServiceTitan Field Mobile App ## Overview After you sell an estimate and schedule the work for later, you can collect a deposit directly in the Field Mobile App. The deposit carries over to the follow-up job when it's booked, making sure the right balance shows on the final invoice. You can also set or adjust a deposit amount before an estimate is sold—when you share an estimate with a customer by email or text — so the amount they see matches what you intend to collect. > [!NOTE] > **Note:** Do not send estimate deposits by email or text after the estimate is sold. This won’t update the deposit amount. Starting in version 25.0, deposit fields will be locked when sharing by email or text if any payment has already been collected on the estimate. --- ### #### Who uses this feature - Technicians - Applies to all business types - Applies to all trades #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - Account configuration is required to use this feature. [Office setup](/construction/docs/set-up-auto-apply-rules-for-payments) is also required for auto-apply rules to apply to payment credits collected on the Sold estimate on mobile. Please contact your office for details. - The following permissions are required to use this feature. Please contact the account administrator on your team. - ***Sell Estimate:*** Convert and sell estimates. - ***View Total Price:*** View total prices on estimates. - ***View item prices:*** View item prices on estimates. - > [!WARNING] > **Coming Soon to Field Mobile App 24.0 Release** ***Override Default Deposit for Online Estimates:*** Override the office’s default deposit amount on an estimate when sharing it via email or text. ## Things to know - In Commercial terminology, jobs are referred to as work orders. - This workflow is only available after tapping **Perform work later** when selling an estimate. If you tap **Perform work now**, you'll then select **Continue** and collect payment as you normally would when finalizing the job and invoice. ![Estimate sold confirmation with options to perform work now or later.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-deposits-on-sold-for-later-estimates-in-the-servicetitan-field-mobile-app-image-nqzft5sb.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) > [!TIP] > **Tip:** If you accidentally marked an estimate as Sold for now on an active job, you can change it to Sold for later to collect the deposit. For more, see [Change a sold-for-now estimate to sold-for-later and collect a deposit in the ServiceTitan Field Mobile App](/v1/docs/change-sold-for-now-estimate-to-sold-for-later-collect-deposit-in-fma). - > [!WARNING] > **Coming Soon to Field Mobile App 24.0 Release** > > If your office has [set a deposit default](/construction/docs/collect-payment-in-online-estimates)—either a global default for the account or a default on this specific estimate—that amount is pre-selected for you as and labeled as **Default** when you reach the deposit Amount field. A default set on the specific estimate always overrides the account's global default. - Deposits carry over to the invoice on the [follow-up job](/construction/docs/follow-up-on-opportunities-1#book-a-sold-estimate) based on your office's [auto apply rules for payments](/construction/docs/set-up-auto-apply-rules-for-payments). Deposits are only listed on the initial job's printed invoice if your office: - Uses a Template Manager [template design](/construction/docs/create-a-new-document-template-with-template-manager) that contains the *Invoice Payments* and *Invoice Price Modifiers* [components](/construction/docs/manage-document-template-components-in-template-manager). - Uses the *Price Information* component on the legacy non-DTE print view. - The names of certain screens, tabs, and so on may be different based on your selection in **Menu** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-grid-view-outline.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) **> Settings**. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/v1/docs/show-residential-or-commercial-terms). ## Best practices - Confirm deposit rules with your office to ensure that when and how you collect deposits aligns with your company's practices. ## Use cases - As a Residential Service and Replacement technician, you sell an AC replacement to be installed next week. You collect a 25% deposit in the field, which shows on the invoice and gets applied to the final install job. - As a Commercial Service and Replacement technician, you sell an estimate for a multi-day job and collect a deposit. Office staff book the follow-up visit with the deposit auto-applied. - As a Residential Construction technician, you collect a deposit on a remodel estimate. The deposit links to the construction project so it's visible on reports and budgets. - As a Commercial Construction technician, you sell the next phase during a site visit. You collect a deposit and ServiceTitan tracks it to the correct job. ## Collect a deposit on a sold estimate in the Field Mobile App 1. [Create](/v1/docs/create-estimates-in-fma) and [sell](/construction/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app) an estimate. 2. After tapping **Perform work later**, tap **Collect Deposit**. ![Estimate sold confirmation with options to perform work now or collect deposit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-deposits-on-sold-for-later-estimates-in-the-servicetitan-field-mobile-app-image-67yn8rjz.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) 3. > [!WARNING] > **Coming Soon to Field Mobile App 24.0 Release** > > For the deposit *Amount*, confirm the pre-selected *Default* chip. To use a different amount instead, select another percentage or enter a **Custom** amount. > > ![Collect Deposit screen highlights the default 18% deposit option totaling $4,674.97 for an outstanding balance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image2(9).png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) 4. After an amount is applied, select the **Payment Type**. ![Payment options including online payment, saved cards, and financing methods displayed on screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-deposits-on-sold-for-later-estimates-in-the-servicetitan-field-mobile-app-image-429cjggg.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) 5. Back on the deposit collection screen, tap **Collect** or **Continue** and finish processing the payment based on your payment type selection. For more, see [Field Mobile App: Process payments](/construction/docs/field-mobile-app-home-1#process-payments-fma). 6. After collecting the deposit, tap **Back to Estimate** to return to the *Estimates* tab. ![Deposit of $5,713.86 approved, showing estimate total and remaining balance details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-deposits-on-sold-for-later-estimates-in-the-servicetitan-field-mobile-app-image-s44ge0x8.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) The deposit appears on the sold estimate. After this job is completed, an opportunity follow-up is automatically created. When your office [books a new job from the opportunity follow-up](/construction/docs/follow-up-on-opportunities-1), the deposit carries over to the follow-up job based on your office's [auto apply rules for payments](/construction/docs/set-up-auto-apply-rules-for-payments). > [!TIP] > **Tip:** You can also collect deposits by tapping **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) **> Collect Deposit** on a sold-for-later estimate on the *Estimates* tab. Or, if you tap an individual sold-for-later estimate to open it, you can just tap **Collect Deposit**. ![User interface showing options to perform actions like collecting a deposit or deleting.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-deposits-on-sold-for-later-estimates-in-the-servicetitan-field-mobile-app-image-0xi8hnzk.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) Or, if you tap an individual sold-for-later estimate to open it, you can just tap **Collect Deposit**. ![User interface displaying service details and a button to collect a deposit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-deposits-on-sold-for-later-estimates-in-the-servicetitan-field-mobile-app-image-mwse4yqc.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) > [!WARNING] > **Coming Soon to Field Mobile App 24.0 Release** > > ## Set or adjust a deposit before sending an estimate in the Field Mobile App > > 1. From the estimate details screen, tap the **Share**, then tap **Email** or **Text Message**. > > ![Share Proposal menu highlights options to send it by email or text message, with print and QR code alternatives.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image7(11).png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) > 2. On the *Review Estimates* screen, select the estimate option(s) you want to send, then tap: > - **Continue With All Eligible** > - **Share Remaining**, if any options don't meet your office's pricing requirements > > ![Review Estimates screen highlights Share Remaining and Continue With All Eligible options for roof proposals.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image1(8).png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) > 3. On the *Email Estimate* or *Text Estimate* screen, under *Options*, turn on **Collect deposit** for any estimate option that needs a deposit. > > ![Email proposal screen highlighting enabled deposit collection with an 18 percent deposit amount of $1076.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image8(9).png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A21%3A59Z&se=2026-10-31T04%3A21%3A59Z&sr=c&sp=r&sig=wsCKrNHKb%2BL6x6oGmu1Rftd8L4H%2BhX9kROlknVJqJhE%3D) > 4. Review the pre-filled *Deposit* amount. It's pre-filled from this estimate's own default if one is set, otherwise from the account's global default, or left blank if neither is set. Edit the **%** field or the **$** field—changing one automatically recalculates the other. > 5. Turn off **Collect deposit** for any option that doesn't need one—for example, if you already collected a deposit for it in person. > 6. Tap **Send Estimate**. > > > [!NOTE] > > **Note:** Do not send estimate deposits by email or text after the estimate is sold. This won’t update the deposit amount. Starting in version 25.0, deposit fields will be locked when sharing by email or text if any payment has already been collected on the estimate. > > > [!NOTE] > > **Note:** If the estimate is hard blocked (for example, its price is below your office's required minimum), the *Collect deposit* toggle and *Deposit amount* fields are shown disabled until the block is resolved. If the estimate is only soft blocked, the toggle and fields work normally. > > After you send the estimate, the customer opens the link in the new Customer Portal or regular online estimates and must pay the deposit you set before they can sign. ## ## Want to learn more? - See [Manage estimates, proposals, and invoices](/construction/docs/field-mobile-app-home-1#manage-estimates-and-follow-ups-fma) - See [Process payments](/construction/docs/field-mobile-app-home-1#process-payments-fma) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)