Published by ProQuote · July 26, 2026
Whether to request a deposit depends on the project, material commitment, payment terms, customer relationship, and applicable rules. The important part is deciding before work begins and documenting the terms clearly.
A deposit can be useful when the contractor must buy project-specific materials, reserve substantial labor, or take on meaningful cost before the next billing point. Small service calls may not need the same structure.
Before setting a deposit amount, consider any state or local restrictions that apply to your trade or contract and make sure the written estimate matches the payment terms you intend to use.
Put the deposit amount or percentage, timing, and related scope in the written estimate instead of introducing the requirement after approval. ProQuote records the customer’s typed-name approval, timestamp, and approved estimate version so you have a consistent record of what was presented and approved. The legal effect of an electronic approval depends on the transaction, agreement, and applicable law.
ProQuote Pro can create a deposit invoice from an approved estimate and then support milestone or balance invoicing. That keeps the billing amounts connected to the estimate rather than requiring the contractor to rebuild the job from scratch.
Explore the ProQuote workflow for electricians or continue with a related product page.
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