Help / Getting paid

Payment milestones

Payments that come due when the work gets there, not when the calendar says so.

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

What a milestone is

An amount tied to a point in the job. A deposit tied to the signature. A progress payment tied to 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 pays it from their portal. See The work pipeline for the stages a job moves through.

The deposit

Tie it to the signature and the customer can pay the moment they sign, 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.

Why stages beat dates

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

Cash tracks the work

Set milestones at the stages where you want to collect, and money comes in as your costs go out instead of all at the end. Each payment ties to the job, so per-job margin stays current as money lands.

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