Template

Deposit Request Script (Friendly, Clear)

DepositsScriptPayment

A friendly script to ask for deposits without sounding pushy.

For teams wanting to ask for deposits but worried about losing customers.

Next: Whether you need deposit tools or better payment workflows.

Copy/paste template

Deposit Request Script (Friendly, Clear)

  • - Deposit Request Script (Friendly):
  • -
  • - For jobs over $500 or installs:
  • - Hi [Name], for jobs this size, we ask for a deposit to secure materials and your time slot. The deposit is $[amount] (about 30% of the total). You can pay by card or link. The deposit goes toward the final bill. If you need to reschedule, we'll apply it to the new date. Does that work for you?
  • -
  • - Alternative (if customer hesitates):
  • - If you prefer not to pay a deposit, we can schedule you for a later date when materials are ready. Or we can split the deposit into two payments—half now, half when we start. What works best for you?
  • -
  • - For large jobs ($1000+):
  • - Hi [Name], for jobs this size, we ask for a deposit to secure materials and schedule your time slot. The deposit is $[amount] (about 30-50% of the total). You can pay by card, ACH, or link. The deposit goes toward the final bill. If you need to reschedule, we'll apply it to the new date. Does that work for you?

How to customize

Replace placeholders:

  • [Name] → Customer or tech name
  • [time] → Arrival time (e.g., "2:00 PM" or "in 30 minutes")
  • [link] → Job link or tracking URL

Avoid these mistakes:

  • Don't use overly aggressive language (e.g., "URGENT: Payment due now!")
  • Don't use confusing abbreviations or jargon
  • Don't make promises you can't keep (e.g., "We'll be there in 10 minutes" if it's not realistic)

How to use it

  1. Use the script that matches your job size (over $500 vs. $1000+).
  2. Explain why the deposit is needed (materials, time slot).
  3. Make it easy to pay (card, link, ACH options).
  4. Set expectations (deposit goes toward final bill, reschedule policy).
  5. Be flexible if customer hesitates (offer alternatives).

Common tweaks

  • Adjust deposit percentage based on your policy (30%, 50%, etc.).
  • Add urgency if materials are limited: 'Materials are limited, so we ask for a deposit to secure them.'
  • Add a deadline if there's a time limit: 'We can hold this slot until [date] with a deposit.'
  • Personalize if you have a relationship with the customer.
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