Service Titan Knowledge Base

How to accept a customer's initial deposit in MobileLast updated on 03/02/2023

How to collect a deposit

  1. Once you've sold the estimate (and the customer has signed the estimate), you'll go to the invoice for the current job to collect the deposit amount.

  2. Tap Pay and enter the amount of the deposit. Process the payment as you normally would.

  3. In the payment notes, write the payment details and the deposit amount.

  4. Make sure the deposit information is also on the invoice summary (this makes it easier for the Office).

  5. You can now complete the job. When you close out the invoice, the customer will sign again.

The Office will move the payment to the correct invoice

The invoice for the estimate visit will temporarily show a negative balance.

Once the job is finished, the Office can move the payment to the appropriate invoice for the install (Search > Project > Move Payment). Click here for more information on moving payments.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.