This improvement lets sales representatives adjust deposit percentages or dollar amounts per estimate before sending online estimates to homeowners, giving more control over deposit collection during the sales process.
What's changing?
Before, the deposit collection feature for online estimates only supported a single global default percentage applied to all estimates. Sales representatives had no way to adjust the deposit amount for a specific estimate or to skip the deposit requirement when it had already been collected on site. Now, when sending online estimates, sales representatives can override the global deposit percentage or enter a specific dollar amount for each estimate option. They can also toggle whether a deposit is required per estimate. A bulk adjustment option lets representatives apply the same deposit value across multiple estimate options at the same time. If an estimate is already sold, the deposit fields are locked to prevent changes.
Before and After
Before (Current)
Go to Settings > Estimates > Estimate Deposit and set a global default deposit percentage.
Open the Email Estimate screen to send estimates to the homeowner.
The same global deposit percentage applies to all estimate options with no way to change it.
Even if the deposit was already collected on site, the homeowner still sees the deposit requirement when reviewing the online estimate.
Impact: Sales representatives could not tailor deposit amounts to specific job scenarios, leading to rework and confusion when deposit requirements did not match the actual agreement.
Try the current workflow in your account.
After
Go to the Email Estimate screen to send estimates to the homeowner.
Review the deposit percentage or dollar amount shown for each estimate option, pre-filled from the global default.
Adjust the deposit percentage or enter a specific dollar amount for any estimate option. Use the Adjust Selected deposit button to apply changes across multiple options at the same time.
Toggle the deposit requirement off for any estimate where the deposit was already collected on site.
Send the estimates. The homeowner sees the correct deposit amount for each option in the Customer Portal.
Impact: Sales representatives can present flexible, accurate deposit requirements per estimate, reducing rework and helping close deals faster.
Test the changes in the NEXT environment.
Who uses this feature
Roofing
Administrators, Office employees
Region availability: All regions
How it works for your industry
Roofing and Exteriors
A sales representative builds good-better-best estimate options for a full roof replacement. The standard shingle option requires a 20% deposit, but the premium standing-seam metal option requires 30% to cover higher material costs. The representative adjusts the deposit percentage per option before sending the online estimate to the homeowner.
A sales representative collects a check deposit on site after walking the roof with the homeowner. When sending the online estimate for e-signature, the representative toggles off the deposit requirement so the homeowner is not charged twice through the Customer Portal.
An office manager sends three estimate options for a storm damage repair. They use the Adjust Selected deposit button to set all options to a flat $3,000 dollar amount that matches the insurance deductible, instead of using the global percentage.
How to prepare?
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have Collect Deposits via Online Estimate and any prerequisite configurations enabled.
Confirm your global default deposit percentage is set in Settings > Estimates > Estimate Deposit. This value pre-fills each estimate option and serves as the baseline for overrides.
Review your team's workflow for collecting deposits on site. Identify scenarios where the deposit requirement should be turned off before sending the online estimate.
Train sales representatives on adjusting deposit amounts per estimate and using the bulk adjustment feature on the Email Estimate screen.
Bookmark any knowledge base articles or Academy videos for team training.