What you can do here
The Commitments page shows accepted offers with their hold, booking, and deposit status. Each row tells you:- Customer — Who accepted the offer.
- Service — What was quoted.
- Offer — The accepted price or range.
- Status — Where the commitment stands.
- Boundary — The boundary mechanic in customer language.
- Deposit — The deposit state, or a link to send the deposit.
- Version — The book version the accepted offer came from.
- Action — When the commitment is held, a Release hold action appears.
How this fits together
A commitment moves through a simple boundary:Commitment statuses
A held commitment is a provisional hold. It never reads as a firm booking. The boundary summary on the work list shows “Hold until [date]” when a deadline is set, or “Held (no deadline)” when no auto-expiry is configured.
What Commitments is not
Commitments is not:- A job board or work order system.
- A production calendar or scheduling tool.
- An invoice ledger or accounting product.
- A fulfillment tracker.
- A customer database.
Creating a commitment
When a quote is in the quoted state and the customer accepts, the owner creates a commitment from the Quotes work list. The Create commitment action appears on quoted quotes. Creating a commitment records:- The accepted offer and its book version pins.
- An optional deposit amount — a Stripe checkout link is generated for the customer.
- An optional hold duration in hours — the hold expires automatically after this period if not confirmed.
Start here
Holds, booking, and deposits
How deposits, holds, and booking work at commitment.
Expiry, release, and handoff
What happens when a commitment expires, is released, or is handed off.