Progress Payment Functionality for Contracts & Invoicing
Overview:
Currently, JobNimbus allows for requesting a deposit at signing and then the remaining balance upon completion. While this works for smaller jobs, it creates limitations for larger or longer-duration projects where progress payments are standard.
Request:
I would like to request the addition of a progress payment system that allows users to define and manage multiple payment stages within a project.
Key Features Requested:
- Payment Terms Builder (Within Contracts)
Ability to define structured payment terms directly in the contract, such as:
Deposit (e.g., 30% at signing)
Progress Payment #1 (e.g., 30% at material delivery)
Progress Payment #2 (e.g., 30% at mid-project milestone)
Final Payment (e.g., 10% at completion)
Option to base payments on:
Percentage of total contract
Fixed dollar amounts
- Progress Payment Requests
Ability to send payment requests tied to specific milestones or stages
Trigger payment requests manually or automatically based on:
Job status changes
Task completion
Custom triggers
- Flexible / Custom Payment Requests
Ability to request ad hoc progress payments when needed
Override preset payment schedules if project conditions change
- Invoice & Payment Tracking Enhancements
Clearly track:
Total contract value
Amount invoiced
Amount collected
Remaining balance
Visual breakdown of payment stages (e.g., “Stage 2 of 4 paid”)
- Client-Facing Experience
Customers can see:
Payment schedule
What has been paid vs. what’s upcoming
Improves transparency and reduces confusion
Why This Matters:
Essential for larger residential and commercial projects
Improves cash flow management
Aligns JobNimbus with real-world construction payment practices
Reduces need for external invoicing tools or workarounds
Enhances professionalism and client trust
Use Case Example:
For a $25,000 siding project:
$7,500 due at signing
$7,500 due at material delivery
$7,500 due halfway through install
$2,500 due at completion
Each of these should be individually requestable and trackable within JobNimbus.