Here is the workflow I want to set up for our handyman services.
We send potential customer an estimate with embedded contract to sign.
Customer approves estimate and signs contract.
We convert the estimate to an invoice to collect the initial deposit which is due upon receipt.
Customer pays the deposit.
We schedule the service.
We complete the service and make the invoice immediately due.
We email the invoice to the client or take the payment in person.
Customer pays the remainder on site at the time of the appointment or with in 24 hours.
I am having trouble with a few things.
I cannot figure out how to send the contract and the invoice in the same email. All I can do is send the contract and have them sign it then attach it to the estimate which is backwards. Buy why would I ask them to sign the contract before seeing the estimate?
I cannot figure out how to collect the deposit immediately and then the remainder at the time of service.
Once someone has paid the deposit how do i schedule the service? Right now the system is having me basically create a new invoice as part of the appointment booking and it is not linked to the estimate or invoice in any way.
These all seem simple and like there is a setting I am missing. I just cannot seem to get the settings right.
Thanks! Any help is appreciated.
