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Deposit Collection

Big job? The deposit gets asked for automatically, the moment the quote is accepted.

What it does

When a quote you have marked accepted carries a deposit and clears your threshold, we email the customer asking for it and record it as outstanding, so it is on the books rather than in your head. You send payment details when they reply.

Exactly what happens

These are the behaviors the build is tested against before it goes live.

When an accepted quote over your threshold carries a deposit the customer is emailed a deposit request and it is recorded as outstanding
When a deposit request already exists for that quote it is never asked for twice

What we need from you

Answered once, during setup. Forge asks; you never touch a settings screen.

  • deposit threshold & percentage
  • refund policy text

What it costs

+$49per month, added to your plan

Every account starts from a $49 monthly platform fee, and a one-time $299 setup. Larger crews pay a size multiplier, and running more than one package takes 10% off the rest. Your actual total is shown before you pay anything — nothing is charged until you approve the quote.

Fair use, in the open
Included 200 deposit requests a month
Past that $5 per extra 30

Going over does not switch anything off, and nothing is added to your bill on its own. If your volume settles above the line we talk to you first and you agree to the new price before it starts — that is the whole policy.

Reaches your customers by
email
Create Free Account See full pricing
🛡 14-day refund 📱 Any phone — nothing to install Cancel any time — ends with the billing period Flat monthly — never per-seat

Works well with