Reporting & Finance
Progress payments on jobs
Collect deposits and milestone payments on larger jobs.
Overview
Break big tickets into deposit and progress draws without manual invoice juggling. Payment state stays visible on the job so finance and production stay aligned.
What we're building
On larger jobs, asking for the full amount at the end ties up your cash and leaves you exposed if scope changes. Tracking deposits and draws by hand across separate invoices gets messy fast.
Progress payments let you break a big ticket into a deposit and milestone draws without juggling manual invoices. Payment state stays visible right on the job, so finance and production are always looking at the same picture of what's collected and what's still owed.
This is for contractors running bigger projects who need to collect along the way and keep cash flow steady.
What you'll be able to do
- Collect deposits on larger jobs
- Bill milestone and progress draws
- Break big tickets into multiple payments
- See payment state on the job
- Keep finance and production aligned
- Avoid manual invoice juggling
Rollout plan
- 01
Deposits and draws
CompleteSplit a large job into a deposit and progress draws instead of one end invoice.
- 02
Payment state on the job
CompleteTrack what is collected and what is still outstanding right on the job.
- 03
Finance and production alignment
CompleteKeep both teams working from the same payment picture without manual invoice juggling.
Milestones
- Complete:
Deposit collection
Jobs can collect an upfront deposit.
- Complete:
Milestone draws
Progress draws bill against job milestones.
- Complete:
Job-level payment state
Payment status is visible on the job.
More in Reporting & Finance
How to send useful feedback
Name the blocked role
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Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.