Deposit

Are you talking a deposit before the move?

Settings for the Deposit can be found on your Company page. Mod24 offers you to select a deposit that is flat amount in dollars, or percentage from the hourly rate.

Regardless of your Company settings you can change deposit for each Customer separately. This is available on a Lead page. Useful in scenarios where a Customer already moved with you, or who has two moves in a span of a few days, or it's a large move that will extended to more than one day and so on.

Example:

Company deposit is set to $50.

Lead A is created and its with a Return Customer.

Sales Manager approves the move can be booked without a security deposit. They adjust the deposit on the lead to 0 and book.

In all scenarios, you can make adjustments along the way by giving your users necessary permissions to override settings for the Company.