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.
Build a job booking form in Cognito Forms (an online form builder) with your service options and pricing
Enable Cognito Forms' built-in payment collection and set a deposit amount (e.g., 25% of job total)
Connect Cognito Forms to QuickBooks Online via Make to log the deposit as a payment automatically
Set up a Make automation to add the confirmed job to your scheduling tool after payment clears
Test the full flow with a $1 test payment before going live
Create a free account to get the steps written out for your tools, click by click.
Create a free accountEliminate most no-shows and collect deposits faster with zero manual follow-up.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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