Deposit. Progress. Final. Paid before the van leaves.
- Payment schedules
- Deposits at approval
- Estimate follow-ups
01
Collect
Take payment where the work happens
Send a pay link by email, or charge a saved card when allowed — before you drive away.
- Pay links (Jomioz Payments)
- Pay links by email
- Saved cards & refunds
02
Progress
Deposit → progress → final on one job
Collect a deposit on estimate approval. Progress-invoice when rough-in passes or materials land. Close the final at sign-off — paid and owed stay on the record.
- Payment schedules — up to 50 stages
- Deposits on approval
- Name each stage — deposit stays off later invoices
03
Plans
Payment plans without spreadsheet hell
Split a balance into installments and let autopay run with retries when a card fails — customers choose a plan; you keep the cash flowing.
- Installment schedules
- Off-session auto-charge
- Automatic retries
04
Hub
Customers pay in the Client Hub
Send a branded magic link. They approve the estimate, e-sign, and pay the invoice or deposit — no extra app and no password.
- Magic link — no customer login
- Approve, e-sign, and pay in one flow
- Portal deposits need Growth
05
Follow-up
Follow up without the awkward chase
Nudges for quiet quotes so fewer estimates die in inboxes. Pause anytime. When they accept, turn the estimate into a job without retyping. This is Growth billing automation — not Pro AI.
- Estimate follow-ups (Growth)
- Open / seen signals
- Estimate → job in one step
Why it beats invoice-and-wait
Topic
Old way
Jomioz
Collecting
Old way
Invoice at the end and chase
Jomioz
Deposit up front + pay link from the job
Big jobs
Old way
One invoice when you’re done
Jomioz
Progress-billed as phases finish
Installments
Old way
Manual reminders and awkward calls
Jomioz
Payment plans with autopay
Quiet quotes
Old way
Hope they reply, then chase
Jomioz
Automatic estimate follow-ups on Growth
Same job. Next surface.
01
AI on Pro
Multi-package quotes
Snap a photo or talk it through. Get a draft inside the job.
See this
02
Scheduling & dispatch
Crew calendar
One board for the week. One plan for the crew.
See this
03
Client Hub
Magic link — no password
The link customers actually open.
See this
04
Field app
Shipping soon on iOS & Android
On my way. On site. Paid — on the phone.
See this
01
Which plan do I need for deposits and payment plans?
Growth for deposits, payment plans, and charging a saved card. Pay links, invoice reminders, and the Client Hub are already on Starter.
02
Can I take a deposit before starting?
Yes — request it when the estimate is accepted; it’s credited toward the final invoice.
03
What payment methods work?
Card via Jomioz Payments (pay links, powered by Stripe), saved cards when allowed, plus recording manual or bank payments.
04
Are estimate follow-ups on Pro?
No — automatic estimate follow-ups are on Growth. Photo and voice drafts are the Pro AI story.
Start on Growth — get paid as work moves
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