Payment milestones

Most real jobs are not paid in one lump at the end. You take a deposit to start, progress payments as the work moves, and a balance at completion. Quotrr handles that with stage-tied payment milestones. A milestone is a payment that comes due when the job hits a stage, not on a date you have to remember.

What a milestone is

A milestone is an amount tied to a point in the job. A deposit tied to the signature. A progress payment tied to a stage like rough-in done or gunite shot. A final balance tied to completion. When the job reaches that point, the milestone comes due and the customer can pay it from their portal. See The work pipeline for the stages a job moves through.

Collecting a deposit

The most common milestone is the deposit. Tie it to the signature and the customer can pay the deposit the moment they sign the proposal, from the same link, with Apple Pay. You start the job with money in hand instead of chasing it after the fact. See When a customer signs and Getting paid with Apple Pay.

Progress payments as the job advances

Set milestones at the stages where you want to collect along the way. As you move the job forward and mark a stage reached, the matching milestone comes due and the customer pays it. The payments track the work, so your cash comes in as your costs go out instead of all at the end. Each payment ties to the job, so your per-job margin stays current as money lands.

Keep the schedule honest

A milestone comes due when the job actually reaches the stage, not when you wish it would. Tie payments to real stages and the customer sees a payment schedule that matches the work they can watch happening in their portal. That is what keeps the money conversation calm: they pay for progress they can see, on the timeline you both agreed to.

Why stages beat dates

A payment tied to a calendar date comes due whether or not the work got there, and that is where the fights start. Rain, a permit delay, a backordered pump, and suddenly the customer owes you for a stage you have not reached. A payment tied to a stage only comes due when the work is actually there, which both of you can see in the portal. The customer pays for progress they can point to. You collect on work you actually did. Nobody argues about a payment that lines up with the thing in front of them.

Mid-job changes

When scope changes mid-job, you do not rework the whole schedule. You write a change order. See Change orders.