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When a bid goes out, the homeowner receives a price range and a link to commit. They pick a time slot and pay the deposit in one flow — that payment is the moment an inquiry becomes a booked project. The deposit amount comes from your published rate card, and the money lands in your Stripe account.

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How the homeowner commits

When the agent sends a bid, it includes a scheduling link: yourcompany.kordless.ai/quote/{id}/schedule. The homeowner opens it and sees your available time slots, the quoted price range, and the deposit amount.
1

The homeowner opens the scheduling link

The page shows your business name, the property, the quoted price range, and the deposit amount. The homeowner’s name and contact are pre-filled — they don’t re-enter what the bid already knows.
2

They pick a time slot

Available slots from your Service calendar are shown. The homeowner selects one that works.
3

They pay the deposit

Stripe Checkout opens with the deposit amount. The homeowner enters their card and pays. On success, the booking is confirmed and the slot is theirs.
When the deposit lands, the bid moves to Deposited & booked in the pipeline, the appointment appears on your Service calendar, and the property gets a record in your Properties. The agent confirms the booking with the homeowner automatically. Sometimes a homeowner gets a bid but doesn’t schedule right away. If they paid a deposit but haven’t picked a slot, the bid shows in Deposited — needs scheduling with a scheduling link you can re-share.
1

Open the bid

Find the bid in the Deposited — needs scheduling lane and click it to open the detail page.
2

Copy the scheduling link

The scheduling link appears in a copyable field. Click Copy and paste it into a text or email to the homeowner.
If the homeowner already paid a deposit, the scheduling page lets them pick a time without paying again — the deposit is already on file. You can also re-share the scheduling link for a bid in Quoted, waiting on homeowner to nudge a homeowner who hasn’t committed yet. In some cases you may want to collect the deposit first, before scheduling — for example, to hold a build slot without locking in a specific date yet.
1

Open a quoted bid

Find the bid in the Quoted, waiting on homeowner lane and click it to open the detail page.
2

Create the deposit link

Click Create deposit link. Kordless generates a Stripe Checkout link for the deposit amount from your rate card.
3

Send the link to the homeowner

Copy the link and send it to the homeowner. When they pay, the bid moves to Deposited — needs scheduling — they’ll still need to pick a slot from the scheduling link.
The deposit link is valid for 24 hours. After that, create a new one.

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Deposits by service type

Different services carry different deposit amounts, set in your rate card:
ServiceDepositWhy
Pool construction$2,500Large projects — the deposit reserves the build slot.
Pool remodel$1,000Significant scope — the deposit commits the homeowner.
Equipment repair$149Service call — the deposit secures the appointment.
Weekly maintenance$0No deposit — the contract activates on the first recurring charge.
Seasonal opening / closing$199Seasonal service — the deposit holds the seasonal slot.

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Before deposits can work

You need a Stripe Connect account set up. Deposits are charged directly to your connected Stripe account — the money lands in your bank, minus Stripe’s processing fee and the platform’s per-booked-job fee. If Stripe isn’t connected yet, deposit links won’t generate and the scheduling page will let the homeowner book a slot without paying. Connect Stripe from Settings → Plan & billing to enable deposits.
If a homeowner books a slot but no deposit is collected (because Stripe isn’t connected or the service has no deposit policy), the bid stays in the Quoted state. The slot is held on your Service calendar, but the job isn’t financially committed until a deposit is taken.

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What happens when a bid expires

Every bid has a validity window — 14 days by default, configurable in your rate card. Some services override this: pool construction bids are valid for 10 days, weekly maintenance for 30. If the homeowner doesn’t commit before the window closes:
  • The bid moves to Closed with an Expired tag.
  • The scheduling link shows a message that the bid has expired and directs the homeowner to reach out for a fresh one.
  • A paid deposit is never expired — if the homeowner already paid, they can still schedule.
You can create a new bid for the same homeowner from the Bid Desk by clicking New bid.

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Next steps

Balance and final payment

Collecting the remaining balance when the project is done.

Service calendar

Your schedule: service visits, holds, and booked projects.