Quote & CloseIncluded on Starter and up

Get Paid In Stages. Not All At The End.

Set the deposit and the milestone payments right on the quote. The customer agrees to the schedule when they accept the job, so you are not asking for money later like it's a favor.

You floated $8,000 in materials because the deposit conversation felt awkward, and now you're waiting on final payment to cover a bill that's already due.

Deposit Up Front

Set a deposit amount or percentage and collect it before you order materials.

Milestone Payments

Break payment into stages that match how the work actually progresses.

Agreed In Writing

They accept the schedule with the quote, so nothing is a surprise later.

Fixes Your Cash Flow

Money comes in as the work happens instead of all of it after.

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How It Works

1

Set the terms on the quote

Deposit, progress payments, and final balance - defined before the job starts, not negotiated after.

2

The customer sees them upfront

The schedule is part of what they sign, so there is no surprise conversation about a draw halfway through.

3

Payments come due automatically

Each stage invoices on schedule with reminders, so you are not chasing money while running a crew.

Questions Contractors Ask

Why does this protect me?

Cash flow kills contractors more often than bad work. Getting a deposit and progress draws in writing before you buy materials is the difference.

Can I customize schedules per job?

Yes. A one-day job and a six-week remodel should not be billed the same way.

What if a customer misses a payment?

Reminders go out automatically, and you can see exactly what is outstanding without digging.

Does the customer have to sign the schedule?

It is part of the proposal they e-sign, which is what makes it enforceable later.

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