For business owners and office teams running quoted work.
More control over the job.
Less to carry home.
Smart Milestone Contracts that keep the work, payments, and client updates together.
- Collect before doing the work.
- Get extras approved and paid.
- Give clients updates without another call.
30-day trial. Stripe processing fees apply. Explore the demo
What does a typical job look like for you?
From a room repaint to a home addition, the demands change. The principle doesn’t: agree clearly, collect before the work, and keep everyone informed.
Choose the closest example. These are job sizes—not business-size limits or subscription plans.
The job is small. Your time still matters.
A room repaint, a repair, or a few agreed improvements. You may be quoting, doing the work, and keeping the records yourself. The process needs to help without becoming another job.
Example: a $1,500 room repair and repaint. One work phase, no separate deposit.
Best when you can quote a clear scope and agree payment before the work—not open-ended hourly troubleshooting.
- Agree it once.
Put the scope, price, and payment arrangement together. Your client knows what is included before you start.
- Collect before the work.
One work phase can cover the job, with no separate deposit if none is needed. Collect the authorized payment without sending another invoice first.
- Keep the extras from becoming favors.
Price additional work, get the client’s explicit approval, and collect for it before doing it.
Less to sort out after the tools are packed away. The scope, payment, and finished-work record stay with the job.
Commit to the job. Without carrying every cost.
A deck, flooring installation, or a more involved improvement. Materials, your time, and possibly a crew need funding at different points. Changes and client decisions can affect what happens next.
Example: a $15,000 deck replacement. Two purpose-based deposits and three work phases.
Best when you control the payment arrangement with your customer and can define the work before collecting.
- Give each deposit a purpose.
Materials, permits, or equipment: agree what each payment covers and collect when that commitment is due.
- Fund the next part of the work.
Collect each agreed work-phase payment before starting. The goal is cash-flow positive from day 0, with the job funding its costs.
- Keep decisions attached to the job.
An added step or a different finish gets an explicit scope and price—not a surprise folded into the final bill.
Know what is funded, what you’ve agreed to deliver, and what needs your attention—without keeping the whole job in your head.
More to coordinate. One shared workspace to check.
An addition or a substantial renovation brings more purchases, stages, and people to coordinate. You need to see what is agreed, what is funded, and what is ready—not rely on a chain of messages.
Example: a $75,000 family room addition. Three deposits and six work phases.
Best for directly agreed customer payments. The software cannot bring forward an insurer’s or lender’s funding release.
- Plan collections around commitments.
Use separate deposits and pre-funded work phases to keep larger purchases and work tied to the job that needs them.
- Delegate without losing the picture.
An assigned foreman can update the job, add photos, and collect agreed due payments. You and your client can follow progress in the shared workspace.
- Keep the margin you actually agreed.
Price and approve added work before doing it. Completion proof and client review belong to each phase, building the record as work progresses.
Stay in the picture without personally relaying every update. The next person can see the job’s status instead of starting with a phone call.
No work phase starts unpaid. Credit Card payment must succeed; extra client verification may be required. Bank Transfer work waits until the transfer clears, which can take up to 4 business days. Stripe controls payout timing and bank availability.
Your current setup
Keep what works.
Know what changes.
You don’t need to replace every tool to try a different way of running and collecting for one job.
See what a phasecontract includesProfessional, on both sides
More control for you.
More clarity for your client.
A phasecontract sets out the agreed job and payments. Its shared workspace answers three everyday questions: what’s finished, what’s paid, and what’s next?
You or your assigned foreman add progress as work happens. The shared workspace keeps site updates, client decisions, and payment history together for the business.
No app to download. No account to create. Your client returns through their browser link.
Payment
Collect the agreed amount when it is due, before doing that work.
See the scope, amount, and collection timing before authorizing the job and payment method.
Additional work
Price the extra and collect for it before it becomes extra work.
Explicitly approve the added scope and price. A conversation alone is not an extra charge.
Progress & review
Keep progress and completion proof in one place your client can check—not another update to relay.
Check the status of each phase and see what comes next. Review completed work and raise issues in its 72-hour review window.
Review includes up to three work-quality revisions within scope; larger changes can be separately priced. No response within 72 hours means the phase auto-approves. Review follows collection—it does not release the payment.
See the client’s side of a phasecontractThe business decision
Does it make sense for
the work you collect?
Your typical job tells you how you might use PhaseContract. The amount you collect through it helps you choose a plan—not your headcount or a revenue threshold.
Same tools. Different ways to pay.
Solo starts without a subscription. Crew and Company trade a subscription for a lower PhaseContract transaction fee. Every plan includes the complete system.
Compare plans and costsStripe payment processing is separate and paid by the contractor. Clients pay the approved job amount.
Before you try it.
A few practical questions about fit, payments, and getting started.
Ask Michael about your setupFor managing the agreed payments on a job. Your client approves the scope, payment schedule, and payment method upfront. Collect each agreed payment in one click without creating or sending another invoice first. The client-facing shared workspace gives them somewhere to check progress, payments, and next steps before texting or calling for an update. You can keep estimating and accounting in other tools; you prepare the job and payment arrangement in PhaseContract.
It can, when you quote a defined residential job, agree the payment terms directly with your client, and need a clearer collection or scope process. Use one work phase and no separate deposit if that fits. The $1,500, $15,000, and $75,000 examples are not minimums, revenue requirements, or plan tiers. Open-ended hourly troubleshooting and payments controlled by another contractor, lender, or insurer may not fit.
That needs a real conversation before the job is authorized. Explain what each payment covers and when you will collect it. Show your client where they can follow progress in the shared workspace and explain how work review works. A single work phase means collecting the full phase amount before that work is complete. Client review follows payment; it is not a hold on the money. If your client requires payment only after completion, the current pre-funded model may not suit that job.
No. The client approves the full schedule and payment method once. Later, you click Collect when each deposit is due—without sending a new invoice or asking for approval again.
No. Your client opens a link in their browser to approve the job and payment method, then returns to the shared workspace for progress, decisions and work review.
The foreman you assign can update that job, add work photos and collect agreed due deposits and work-phase payments without a separate owner approval. Company settings stay with you.
Yes. Solo has no monthly subscription. Crew and Company add subscriptions with lower PhaseContract transaction fees. Compare them against the payments you expect to collect.
Stripe controls payout timing and bank availability. Credit Card payment must succeed before the work phase starts. Bank Transfer work starts after the transfer clears. Collection and bank payout are separate steps.
One job is enough to find out
Start with your
next quoted job.
Choose work you can describe and price, with a client who agrees to payment before the work. Create your account, complete payment setup, and prepare the proposal.
Your 30-day trial starts when your payment account is ready. There is no PhaseContract fee during your trial. Stripe processing fees apply.