Bright Side Plumbing - Install Payment Structure

📅 When a Customer Books an Install for Later

If a customer picks a future date for their install, we need money up front to hold their spot.

✅

Collect 40% Deposit Before Anything Else

This holds their spot on the schedule. It pays for the materials we order and the time we block off for them.

💳

The Deposit Includes a $299 Scheduling Fee

This $299 is part of the 40%, not extra. Once the date is reserved, this $299 is non-refundable.

Why? Because we already blocked the time and started ordering materials.

💲

The Rest of the Deposit Goes Toward the Job

Everything above the $299 fee gets applied to the total project cost. The customer is not paying extra.

💡 Example: $10,000 Install Job

$4,000

40% Deposit

$299

Scheduling Fee
(non-refundable)

$3,701

Applied to
Project Balance

🛠️ How to Collect Payment on Install Jobs

Two types of install jobs. Two simple payment plans. Pick the right one.

⚡

One-Day Install

Job finishes the same day

1️⃣

Collect 50% Before You Start

Half up front. Before any tools come out.

2️⃣

Collect 50% When Done

Other half when the job is complete.

50% ➡️ Work ➡️ 50%

💡 Even if you think it will take one day, still collect the deposit. Jobs can run longer than expected and materials cost money.

📅

Multi-Day Install

Job takes 2 or more days

1️⃣

Collect 40% Before You Start

Deposit before day one.

2️⃣

Collect 35% at Midpoint

When the job is halfway done. The "no turning back" point.

3️⃣

Collect 25% When Done

Final payment before the walkthrough.

40% ➡️ 35% ➡️ 25%

💡 What does "midpoint" mean?

It is the point where the job is well underway. The work has reached the "no turning back" stage. Old stuff is ripped out, new stuff is going in.

⛔ The Rule You Must Follow

🛑

If a payment has not been received:
STOP WORK.
Wait until the office says payment is confirmed.

❌

Do NOT negotiate payment on site

That is the office's job. Not yours. Never promise a customer a different payment plan. Never accept partial payment without office approval.

✅

DO call the office

If a customer asks to change the payment plan, says they cannot pay right now, or has any questions about money, call the office. Let them handle it.

💬 What to Say to the Customer

Keep it simple. Be nice. Here is exactly what to say.

"We really want to get this taken care of for you, but the office has not received the payment yet. They cannot send us out until that is taken care of. As soon as payment is confirmed, we will be able to continue."

💡 This is not your fault. This is the process. Stay friendly. The customer is not mad at you.

"To reserve the install date, we collect a deposit. For multi-day installs, we collect a progress payment when the job reaches the midpoint. The remaining balance is collected when the job is completed."

"Thanks! The office will call you to go over the install details and confirm everything."

💡 That is all you say. The office handles the rest.

📋 How It All Flows (Your Part + Office Part)

You do your part. The office does theirs. Here is who does what.

👷

YOU
Collect Deposit

➡️

📞

OFFICE
Calls Customer
Confirms Install

➡️

🛠️

YOU
Do the Work

➡️

💰

OFFICE
Tracks Payments
at Midpoint

➡️

✅

DONE
Final Payment
Collected

👷 YOUR JOB

✅ Collect the deposit
✅ Do great work
✅ Take before/during/after photos
✅ Call office if payment questions come up
✅ Collect final payment at completion

📞 OFFICE JOB

✅ Call customer after deposit
✅ Confirm install expectations
✅ Track midpoint payment
✅ Handle any payment questions
✅ Confirm final payment received

📄 Quick Reference Card (Save This)

⚡

One-Day Install

50 / 50

Half before. Half after.

📅

Multi-Day Install

40 / 35 / 25

Deposit. Midpoint. Completion.

🛑 No Payment = No Work

Call the office. They handle it. You stay friendly.

💳 Scheduling Fee = $299 (Non-Refundable)

Part of the 40% deposit. Once the date is booked, this does not come back.