How Can I Manage Client Payment Milestones for a Renovation Project?
You can manage client payment milestones for a renovation project by defining milestones linked to completed phases, checking completion with photos before requesting payment and following each milestone until it is paid.
In Jestor, milestones are linked to project phases, and billing data can be sent to the ERP.
Why do milestone payments get delayed?
Payment schedules are agreed in the contract, but nobody tracks when each milestone is reached.
Invoices are sent late, clients dispute whether the phase is complete and cash flow suffers.
Small renovation companies feel this pressure quickly.
What problems does milestone tracking solve?
- Payments requested late
- Disputes about phase completion
- Cash flow gaps during projects
- No view of amounts due per project
- Invoices not linked to work done
How do I manage payment milestones in Jestor?
- Create milestones from the contract, with amount and linked phase.
- Mark a milestone as reached when the phase is complete, with photos.
- Send billing data to Omie or Conta Azul, where the invoice is issued.
- Track status: Upcoming, Reached, Invoiced, Paid, Overdue.
- Follow up on overdue milestones through WhatsApp.
| Milestone | Linked phase | Evidence |
|---|---|---|
| Deposit | Contract signed | Signed contract |
| Second payment | Demolition and structure | Photos |
| Third payment | Installations | Checklist |
| Final payment | Handover | Client sign-off |
How do photos help collect payments?
Photos and checklists attached to the milestone show that the phase is complete.
Clients receive evidence with the payment request, which reduces disputes.
Why use Jestor for payment milestones?
- Milestones linked to phases: billing follows real progress.
- Evidence attached: photos and checklists support requests.
- ERP integration: invoices issued in Omie or Conta Azul.
- Overdue tracking: the Delinquency Control solution in the Jestor templates organizes follow-up.
A clear view of upcoming milestones also helps cash flow planning, since the company knows which amounts are expected in the coming weeks.
Clear milestone definitions in the contract reduce disagreements. Describing exactly what must be complete for each payment gives both sides the same reference when the milestone is reached.
This is how you manage client payment milestones for a renovation project and keep cash flowing.
Frequently Asked Questions
Does Jestor issue invoices?
No. Invoices are issued in your ERP; Jestor sends the milestone data.
Which ERPs connect natively?
Omie and Conta Azul; others connect via open API. See jestor.com.
Can I see amounts due per project?
Yes. Dashboards sum milestones by project and status.
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