18th March 2025

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ServiceM8 Tips

Get paid in advance by taking Deposits

With ServiceM8 Pay, you can set deposit requirements for customers to accept quotes and book jobs.

A deposit secures customer commitment and reduces the likelihood of cancellations, while providing cash flow to help your business cover initial costs for materials and time. It sets a professional tone and ensures clear expectations from the start.

ServiceM8 Pay makes the deposit process easy for both you and your customers.

You set a percentage of a job’s value as your default deposit requirement, and customers are automatically prompted to pay it when accepting a quote.

Deposit required
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Plus, it’s flexible – whenever you want, you can customise or waive deposit requirements by client or by job.

Find out more and get started with ServiceM8 Pay and the new Deposits feature here.

Are you using ServiceM8 Pay and their Deposits feature yet?

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Hazel Portrait
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Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.

I can help you craft a business that’s easy and efficient to run.

I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.

I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.

My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.

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