Early Access
Estimates
Customize deposit amounts per estimate to close roofing deals faster: 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 this means for you:
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.