Progress billing for tradesGrowth

Deposit. Progress. Final. Paid before the van leaves.

Many shops still invoice once at the end. Growth is built so cash can move with the job — deposit when they accept, progress at milestones, tap or link on the doorstep, payment plans when they need installments.
  • Deposit → progress → final
  • Tap-to-pay + pay links
  • Payment plans & autopay
01

Take payment where the work happens

Tap-to-pay on site, send a pay link by email or WhatsApp, or charge a saved card when allowed — before you drive away.

  • Tap-to-pay via field app (Stripe Terminal)
  • Pay links by email / WhatsApp
  • Saved cards & refunds
Today 9:12 AM
Estimate approved — panel upgrade
Customer portal • SMS + email
Today 9:18 AM
Deposit received — $500.00
Stripe • Job #2408
Tomorrow 8:00 AM
Crew scheduled — 2 techs, 3 hr window
Calendar • Northside route
02

Deposit → progress → final on one job

Collect a deposit on estimate approval. Progress-invoice when rough-in passes or materials land. Close the final at sign-off — paid and owed stay on the record.

  • Deposits on approval
  • Milestone / progress billing
  • Deposit credited to the final
Invoice · Job #2408

Panel upgrade — Jordan Lee

Progress billing
Paid $0 of $2,500Balance $2,500
  • 1Deposit · 20%On estimate approval$500Sending…
  • 2Progress · 50%Rough-in complete$1,250Scheduled
  • 3Final · 30%Inspection signed$750Scheduled
Deposits, progress invoices, and the final all stay on the job.
03

Payment plans without spreadsheet hell

Split a balance into installments and let autopay run with retries when a card fails — customers choose a plan; you keep the cash flowing.

  • Installment schedules
  • Off-session auto-charge
  • Automatic retries
Overview · June

Sold, scheduled & collected

Cashflow
Sold
$12,480+18%
Scheduled
$8,720+6%
Collected
$9,204+24%
Weekly run-rateSoldCollected
W22
W23
W24
W25
W26
On track for a record month$30,404 YTD
04

Recurring revenue when you’re ready (Pro)

Service and maintenance plans that renew and bill on a cadence live on Pro — Growth first gets the one-off jobs paid; Pro layers the recurring book.

  • Service / maintenance plans on Pro
  • Auto-generated visit invoices
  • Recurring visibility in reporting
9:41
Client hub · your brandEstimate
Approve your estimate

Panel upgrade · Job #2408

Service amperage200A
Permit & inspectionIncluded
MaterialsStandard
Total$2,500

Why it beats invoice-and-wait

  • Collecting

    Invoice at the end and chase

    Deposit up front + tap/link on site

  • Big jobs

    One invoice when you’re done

    Progress-billed as phases finish

  • Installments

    Manual reminders and awkward calls

    Payment plans with autopay

FAQ

01

Which plan do I need for deposits and tap-to-pay?

Growth. That’s the cash plan: deposits, progress invoices, pay links, tap-to-pay, payment plans, and the Client Hub.

02

Can I take a deposit before starting?

Yes — request it when the estimate is accepted; it’s credited toward the final invoice.

03

What payment methods work?

Card via Stripe (including tap-to-pay and pay links), saved cards when allowed, plus recording manual or bank payments.

Jomioz for trades

Start on Growth — get paid as work moves

Prices are on the page. Founder lock for the first 100 crews.

Public pricing starts at launch. Founder pricing stays yours.