Build payment schedules
Create payment milestones based on the project total so scheduled payments match the contract value.
- Deposits
- Progress draws
- Final payments
Builder Trace helps contractors manage deposits, progress draws, final payments, payment requests, overdue balances, and outstanding money from the project workspace and the company dashboard.
Builder Trace keeps payment requests connected to the dashboard and project workspace, helping contractors see what needs to be sent, followed up, collected, or marked paid.
Collections are not just invoice records. They affect cash flow, job margin, risk, and the owner's next move. Builder Trace keeps payment activity tied to each project's financial picture.
Create payment milestones based on the project total so scheduled payments match the contract value.
Use email, text, copy, and print actions to move payment requests out of draft and keep client follow-up visible.
Mark payments as paid, keep dates current, and let dashboard totals update as project collections move.
From first deposit to final collection, every payment stays attached to the job.
Contractors often know the job is profitable on paper but still run tight on cash because collections drift. Builder Trace puts payment action directly beside project finances so receivables stay visible.
Builder Trace makes it easier to see what needs to be sent, followed up, collected, and closed.