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💰 Deposit Automation

The deposit process shouldn't take 2 minutes.

Calculate. Navigate. Fill. Check the box. Submit. Navigate back. Every job. Every time. Or — one click and it's done.

AutomationDeposits March 27, 2026 5 min read

The Deposit Round-Trip Nobody Talks About

Every moving rep who uses Granot knows the deposit round-trip. You finish pricing the job on the charges screen. Now you need to collect the deposit. Navigate to payments, find the deposit section, calculate the amount, type it in, remember to check the reserve checkbox, submit, navigate back to charges. 6 to 8 steps every single time. On 20 jobs a day, it adds up — and the reserve checkbox alone causes problems when it gets skipped.

What Goes Wrong in the Manual Process

The deposit round-trip has several failure points that show up regularly:

  • Wrong amount — rep calculates from an estimate instead of the live subtotal
  • Forgotten reserve checkbox — deposit doesn't apply correctly, discovered at pickup
  • Wrong job — rep accidentally submits to the wrong job in a busy queue
  • Skipped entirely — rep loses track and moves to the next call without submitting
None of these are rep failures. They're process failures. And they're all preventable.

One Click. Every Step. Done.

Dynamic Suite PRO's deposit button reads your live subtotal from the Granot charges screen, calculates the correct deposit amount, navigates to the payments tab, fills the deposit field, checks the reserve checkbox, and submits — automatically. You don't navigate. You don't calculate. You don't fill anything in. Click Deposit, and 3 seconds later you're back on charges with the deposit submitted correctly.

The Checkbox That Breaks Deposits

The reserve checkbox is the most commonly missed step in the manual deposit process. It's easy to overlook under pressure, and when it's missed the deposit doesn't apply correctly. Dynamic Suite PRO checks it automatically on every single deposit submission. It's never missed. The deposit is always applied correctly.

3 to 5 Minutes Per Job Back in Your Pocket

Between the deposit automation and the CF price fill, Dynamic Suite PRO saves 3 to 5 minutes on every Granot job. Across a team doing 20 jobs a day, that time goes back into selling — not administrative steps that the tool handles better anyway.

One Click. Deposit Done.

Dynamic Suite PRO automates the entire Granot deposit process — calculation, navigation, form fill, and submission.

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