Building progress billing into a CRM: the UX and data challenges

Short summary

Progress billing in a CRM requires milestones tied to job records, with deposits distinguished from phase payments. Contractors bill most effectively immediately after work completion when customer willingness to pay peaks. Most prefer simple templates over custom flexibility, and professional digital receipts significantly improve deposit closure rates.

• •Milestones must be attached to job records, with deposits separated from phase payments in the data model
• •Bill immediately after work completion when customer willingness to pay is highest, not before
• •Simple billing templates outperform full customization; add custom options for the 20% who need them

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