Eliminate 90% of no-shows and collect deposits 2 days faster with zero manual follow-up.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
When a customer fills out your online booking form, this workflow sends them a payment link right away and asks for a deposit before the job is confirmed. Once they pay, the job gets added to your schedule automatically. You stop losing jobs to no-shows and always have money in hand before you send a truck.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Build a job booking form in Cognito Forms (an online form builder) with your service options and pricing
Step 2: Enable Cognito Forms' built-in payment collection and set a deposit amount (e.g., 25% of job total)
Step 3: Connect Cognito Forms to QuickBooks Online via Make to log the deposit as a payment automatically
Step 4: Set up a Make automation to add the confirmed job to your scheduling tool after payment clears
Step 5: Test the full flow with a $1 test payment before going live
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
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