Internal ops

Multi-stage billing, zero spreadsheets.

Bigger jobs come with milestone billing — deposit, midpoint, final. Tracking who paid what when is a nightmare on a spreadsheet. This automates the entire flow: invoices fire on milestone, status tracks itself, late ones nudge.

Setup: 22 minutes

Skill level: Intermediate

Works with: Stripe, QuickBooks

License: One business

What it does

Define the payment plan once at job creation: e.

Define the payment plan once at job creation: e.g. 30% deposit, 40% midpoint, 30% final.

Each milestone auto-fires the invoice + reminder sequence. Status updates in real-time.

Owner sees a clean scoreboard: jobs in progress, what's paid, what's outstanding, what's late.

"Apex Job — Phase 2 invoice is due\nDeposit: ✅ Paid\nMidpoint: 🟡 Sent today, due in 7 days\nFinal: ⚪ Not yet sent"

What's included

✓The automation fileMulti-stage invoice scheduler + tracker.
✓Customizable milestonesAny number of stages, any percentages, any naming.
✓Owner scoreboardWeb view of all active payment plans + status.
✓Customer viewCustomers can also see their own progress on a self-serve page.

Setup

22 minutes, start to finish.

1

Connect Stripe + your current tools

OAuth for both.
2

Define your default plan(s)

Most contractors have 2–3 templates: 'small job', 'medium job', 'big job'.
3

Apply at job creation

Pick the template when you create the job. Or customize per job.
4

Live

Every milestone job now self-bills.

Works with

Your existing stack.

SStripe

QQuickBooks

JJobber

HCHousecall Pro

XXero

STServiceTitan

Don't see your stack? Email hi@skerva.com — most current tools work with a 5-minute config tweak.

Common questions

FAQ.

What if a customer wants to renegotiate mid-plan?

Edit the plan in the scoreboard — the schedule recalculates automatically.

Can I include change-orders?

Yes — add a new milestone for the change-order amount, it slots into the schedule.

What about deposits paid in cash?

Mark the deposit as paid manually; the rest of the schedule continues normally.

Will it integrate with my contracts?

Yes — pulls milestone definitions from DocuSign or PandaDoc if you use them.

Pairs well with

Often bought together.