Overview
You can collect deposits directly through online estimates in the ServiceTitan Customer Portal. This simplifies the process for you and your customers by automating payment collection and improving cash flow.
Who uses this feature
Office employees
Applies to all business types
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change.
Account configuration is required to use this feature. Please contact Technical Support for details.
To use this feature, enable Online Estimates and Customer Portal in Feature Configurations. For more, see Manage feature configurations. If you're a customer with multiple ServiceTitan accounts, contact Technical Support for details.
Setup overview
Before you can collect deposits through online estimates, you must do the following:
Enable estimate deposits
Enable deposit workflow
Step 1: Enable estimate deposits
To enable estimate deposit:
Go to the top toolbar and click Settings
.In the side panel, click Estimates > Estimate Deposit.
Click the Enable default % toggle.
Enter a percentage on the Global Deposit % field, then click Save.
When enabled, the deposit amount becomes a requirement on all estimates your customer accepts through the online estimate links and the Customer Portal. Your customer will not be able to accept these estimates without paying the deposit.
Step 2: Enable deposit workflow
Enable the deposit workflow to ensure deposits are exported as accurate journal entries. When enabled, payments not yet applied to an invoice are treated as deposits—debiting Undeposited Funds and crediting the account you select. Once the deposit is applied to an invoice, the journal entry updates automatically to debit that account and credit Accounts Receivable.
For more on enabling this workflow, see Enable Deposit Workflow.
Collect deposit from an online estimate
When you send an online estimate to your customer, the included online estimates link takes your customer to Customer Portal where they can view and approve their estimates.
In Customer Portal, your customer can review the online estimates and click Sign & Accept.
On the next screen, review the amount and deposit required to accept the estimate, and click Sign & Accept.
On the next screen, review any terms, sign the authorization, and click Accept and Continue.
Note: Customers on the mobile device can sign using their touchscreen while customers using a computer can type an e-signature.
Enter the payment information and click Submit Payment.
A confirmation screen appears with your payment details. Click Close.
The online estimate screen updates with an updated status of Accepted and shows your paid deposit.
Want to learn more?
Visit ServiceTitan Academy and enroll in Customer Portal Basics