Contractor agreements and milestones

Create an agreement from the contractor’s records, linking the project and relevant stage, scope, amount and dates. Add ordered milestones with clear completion criteria and payment allocations. Check the agreement total and milestone totals before activating it. An agreement starts Draft, becomes Active for work and can later become Completed or Terminated.

1. 01

   Define measurable milestones

   For a masonry contract, separate ground-floor walls and first-floor walls with their own checks and amounts. Avoid milestones whose completion cannot be verified.

2. 02

   Activate before completing work

   Review the details and activate the agreement. Milestone completion and verification require an active agreement.

3. 03

   Complete, verify and settle

   Record completion with quality notes, have the completed milestone verified by the authorized reviewer, and follow its payment action after the required checks.

Milestones progress Pending → Completed → Verified → Paid. Earlier milestones must reach the required completion stage before later work can be marked complete. The agreement must remain Active for completion and verification. A milestone’s completion is not the same as its verification or payment.

Keep the financial record and evidence consistent with the milestone. Do not treat a schedule milestone as an agreement payment milestone or pay the same work again through an unrelated wage payment. Workforce can be assigned from an agreement where available; see Project Assignments.