Mike AndesFounder, Augusta Lawn Care and Homeworks · Founder of Homeworks and Augusta Lawn Care

BEFORE you Accept the Estimate... Get a Card on File! 💳

13 Jul 2025

Watch on YouTube

This is a YouTube video titled "BEFORE you Accept the Estimate... Get a Card on File! 💳" featuring Michael Reeves discussing the importance of requiring a card on file and deposits before customers accept estimates to avoid overdue invoices. The content was created in July 2025 and focuses on payment security practices in a business context.

We're going to require card on file so they don't ever have the option of not paying me, right. When that job is done, I'm charging their card. And that's why at Copilot, we make sure that before the customer even accepts the estimate and you get notified, you're getting a card on file, a deposit is paid, and then you get an accepted estimate. Then I know I will never, ever have overdue invoices.