Settings › Pricing & calculator › Reservation & deposits decides the Deposit row on every order — what the customer pays to book. Each rule is explained with examples in Deposit rules.
Before you start
Anyone who can open Settings can change this page. It is kept per move type (pick it at the top). Nothing is saved until you press Save; Copy to other move types fills the others and waits for Save.
The cards
Reservation/Deposit
- Hourly Moves — hours of labor, or a dollar amount.
- Flat Rate Moves and Long Distance Moves — a percent of the max quote, or a dollar amount.
The box in use is live; the other is greyed until you click it (which switches to it and sets it to 0).
Deposit by service Each of your services (from Settings › Services › Company Services) can ask its own deposit instead of the one above. Pick Hours of labor, % of max quote or Dollar amount next to the service, then the amount. Same as above (the default) keeps the Hourly, Flat Rate or Long Distance Moves deposit, exactly as before.
Example: you price your long-distance moves hourly, so they used to ask the Hourly deposit. Set your long-distance service to % of max quote › 30% and those moves ask 30% of the max quote; local moves keep the Hourly deposit.
- Once per move shows only once the service has its own deposit. While it is on Same as above, the hint under it says so: choose Hours of labor, % of max quote or a Dollar amount first.
- Next to a service's own deposit, choose how it is charged: Per truck, as above (the default) follows Charge Reservation Price Per Truck; Once per move asks the amount once, however many trucks. Example: per truck is on and long distance asks $500 — a two-truck long-distance move asks $1,000 with Per truck, as above and $500 with Once per move, while local moves still ask per truck.
- Closer to the move still applies to a service's own deposit (a $ Flat Fee raise is added once on a Once per move service).
- The service's deposit is used for orders created after you save, like every rule on this page; an order already made keeps the rules it was made with.
- Copy to other move types copies the services' deposits too.
- The note at the bottom of the card lists the order the rules apply in: the service's own deposit (else the Hourly, Flat Rate or Long Distance one), times the trucks when per truck is on (unless the service's own deposit is once per move), first day only, the raise closer to the move, and never more than the day's max quote. A deposit typed on the order wins over all of them.
How it is charged
- Charge Reservation Price Per Truck — the deposit is multiplied by the number of trucks, except for a service whose own deposit is set to Once per move.
- Charge the reservation on the first day only (multi-day moves) — on: one deposit for the first day; off: every day asks its own.
Closer to the move
- Hours before the move date — when the higher deposit starts.
- The reservation price goes up by — a $ Flat Fee (added) or % Of Max Quote (sets the deposit to that share; 100% asks for the whole quote). Never more than the max quote.
- Closer to the move, a percent raise takes — The first day's quote (a new company's default) or The whole move's quote.
Use Reserved Status when Reservation Payment Received from Company Order Window is shown greyed: This functionality is coming soon.
Also used by
The quote shows the card processing fee beside the deposit when you charge one — see Payment & processing fees.