Dates, stages and payments

Share the plan and the payment stages with your client.

1. 1

   Step 1: Open the plan and payments for your job.

2. 2

   Step 2: In the card Job dates, set Start and Handover. Press Save dates.

3. 3

   Step 3: In the card Plan and deadlines, under Add a stage, type the Stage, its dates and whose stage it is. Press Add stage.

4. 4

   Step 4: In the card Payment stages, under Add a payment, type what it's for, the amount and When it's due. Press Add payment.

5. 5

   Step 5: When a payment becomes due, press Ask for payment next to it. When it's paid, press Mark as paid.

Still stuck? Email hello@tidybuilder.com and a person will reply.