Contractor Agreements and Milestones
Create contractor agreements, define milestones, enforce sequential verification, and connect milestone payment status.
Use this when: You have a contract with a contractor that is paid in milestones as work is completed.
Agreements track what a contractor owes you and how they get paid. Milestones must add up to 100% and move in order through completion, verification, and payment.
Milestone Rules
Milestone percentages must add up to exactly 100%.
Milestone amounts come from the agreement total minus any advance.
Milestones are completed in order, one after another.
A milestone must be completed before it can be verified.
A milestone must be verified before it can be marked paid.
Remaining balance is the total minus the advance and any paid milestones.
Milestone Status
Each milestone moves pending → completed → verified → paid, and the steps cannot be skipped.