Accept and collect in one path
Customer accepts the proposal and pays the deposit in one path — no separate payment link or re-entry required.
Feature
CloseDay Payments
Collect the deposit inside the same conversation where the customer signed. Cash and commitment land in one record without re-entry.
The operating reality
A signed proposal and its deposit belong in the same customer and job record.
When a proposal is accepted, CloseDay Payments opens in the same thread. The deposit status updates the job record, triggers the next approved action, and keeps cash visible against that job's commitments.
The accepted amount stays connected to the sold job and its next material and labor commitments.
Contractor outcome
The outcome from CloseDay Payments
CloseDay Payments turns acceptance into a funded job handoff. The operator sees the deposit beside the promise it funds rather than reconciling a separate payment product later.
Connected workflow
How CloseDay Payments fits the workflow
When a proposal is accepted, CloseDay Payments opens in the same thread. The deposit status updates the job record, triggers the next approved action, and keeps cash visible against that job's commitments.
The operator can see the responsible customer, current state, and next action without rebuilding the context in another tool.
Available across CloseDay plans.
Why it matters
Why CloseDay Payments matters
Explore the principle and solution this capability supports.
Simple dollar example
Make the economics visible.
Collecting a $3,500 deposit against the accepted proposal records both the customer commitment and the cash available for that job’s next stage.
Illustrative only. Use your own numbers and assumptions; this is not financial advice or a guaranteed forecast.
What changes
One clear rule. One accountable next action.
See cash against the sold job
The deposit records against the sold job, making cash available for that job's material and labor commitments visible immediately.
Frequently asked questions
Practical buying questions
What outcome does CloseDay Payments support?
Collect the deposit inside the same conversation where the customer signed. Cash and commitment land in one record without re-entry.
How does it connect to the rest of CloseDay?
When a proposal is accepted, CloseDay Payments opens in the same thread. The deposit status updates the job record, triggers the next approved action, and keeps cash visible against that job's commitments.
Is this part of the connected CloseDay workflow?
Yes. CloseDay Payments is included in the Founding Operator Base workflow.
Related reading
Keep following the operating system.
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