Yes—you can configure subscriptions and deposit/payment plans within the CRM. For recurring or bundled services, you can schedule invoices or contracts with recurring products using the Document Builder.
You also have the option to collect partial payments or deposits during booking—either as a flat fee or percentage—so customers commit upfront, and you can reserve their slot confidently.
The system tracks invoices accordingly, so you can follow up on any remaining balances manually or through automation based on your workflow design.
This flexibility gives you control over how you bill—whether it’s preventive maintenance packages, recurring service plans, or upfront deposits for major jobs.
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