This guide explains how to create, schedule, and process deposits in the cleaning software. It ensures deposits are tracked correctly, jobs stay organized, and payments are processed accurately.
1. Create a Deposit Service Type
Go to Settings → Service Types → New Service Type
Name it Deposits
Set the Multiplier to 1
No tasks, rotations, or price per square foot required
If all deposits are the same, enter a flat amount (e.g., $200)
Set Frequency to One Time
Mark as No Pay for cleaners
Keep Auto Charge turned ON and Notifications turned OFF
Click Save
2. Schedule a Deposit Job for a Customer
Go to the customer’s profile or lead
Create their main cleaning job as usual
Example: Move-in/Move-out scheduled for November 13
Total price: $500, deposit: $250
Apply a Discount for the deposit amount (e.g., $250)
Link their payment method (Stripe card)
Save the job — the remaining balance ($250) will auto-charge when the job is completed
3. Create the Deposit Job
Go to the same customer profile
Click Add Job and select the Deposit service type
Set the date for today (the day the deposit is collected)
Enter the Deposit Amount (e.g., $250)
Set the Time Slot to 5 minutes so it does not affect technician hours
Turn Notifications OFF
Click Save
4. Assign and Process Deposits
Assign all deposit jobs to an Admin or Office User who processes deposits
On the admin’s Cleaner View, all deposits for the day will be listed
Open each deposit job
Click Finish, select Skip Notify, and Save/Complete
If Auto Charge is enabled, the payment will process automatically
If not, mark the job as Paid manually on the Payments Page
5. Verify Payments
Go to the Payments Page and filter by Service Type: Deposit
Confirm that all deposits show as Paid or “Invoicing” if not auto-charged
Check the Customer Profile to confirm both the Deposit and Main Cleaning Job appear correctly
The deposit job should show as Paid
The main job should show a remaining balance due
Notes
Always keep Deposits as a separate service type for accurate reporting
Disable notifications for deposits so customers do not receive job messages
Assign one admin to process all deposits daily for consistency
Auto Charge ensures payments are processed automatically without manual entry
Use short (5-minute) deposit jobs so they do not interfere with scheduling hours
Confirm deposits are marked as Paid before completing the main cleaning job
We DO NOT recommend charging the uncompleted Deposits job from the payments page....or you will have too many red dots in your map leading to uncompleted jobs messing up future reports.
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