Eliminate parts write-offs from canceled jobs and collect deposits on 100% of orders over $300.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
Use Cognito Forms (an online form builder) to send customers a deposit request link the moment a big parts order is approved. The form collects payment info and logs the deposit amount directly into QuickBooks Online before you spend a dollar at the parts counter. You stop fronting money on jobs that customers later cancel.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Build a deposit request form in Cognito Forms with customer name, vehicle info, job description, and payment field
Step 2: Connect Cognito Forms to Stripe inside the form builder to accept card payments
Step 3: Use Make to send a new QuickBooks Online payment record every time a deposit form is submitted
Step 4: Set up a Make step to notify your service advisor via email when a deposit is confirmed
Step 5: Send the Cognito Forms deposit link to customers by text or email before placing any parts order
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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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