Require a deposit on quotes
Ask for a percentage or fixed deposit — the customer pays it by card the moment they approve your quote.
Updated Jul 30, 2026
A deposit turns an approval into commitment. With a deposit set, the customer's Approve button becomes "Approve & pay" — they approve and pay in one step, and the deposit lands on the invoice FieldOps creates from the accepted quote.
- 1When creating or editing a quote, find the Deposit field.
- 2Choose Percentage or Fixed and enter the value — the editor previews exactly what the customer will pay up front.
- 3Send the quote as usual. On the quote page the customer sees the deposit summary and pays by card at approval.
- 4Back on your Quotes list, the quote shows a deposit chip: blue while pending, then "Deposit paid" or "Deposit due" once approved.
Card deposits require Stripe to be connected. Without it, customers can still approve the quote — the deposit is just arranged separately.
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How money moves: quote → invoice → paymentThe FieldOps money flow in one page: quotes and invoices are created from jobs, and payments attach to invoices.Connect Stripe and get paid onlineConnect your own Stripe account so customers can pay invoices by card — FieldOps takes a 0% platform fee.Collect payment in the fieldRecord a cash, check, or card payment right from the job page — assigned techs can do it too.
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