Project Milestone Billing Trigger
A done-for-you architecture and engineering automation built for the Principal, connecting QuickBooks and Google Sheets so the work below happens on its own.
What this automation does, step by step
As a project reaches each contractually defined milestone, schematic design complete, design development complete, construction documents issued, this automation automatically generates the corresponding invoice based on the fee schedule written into the contract and routes it for internal review before it's sent.
Billing keeps pace with actual progress instead of trailing weeks behind because someone forgot to generate the invoice when the milestone was hit.
- QuickBooks Online or Deltek
- Zapier or Make.com
- Google Sheets (fee schedule)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, a principal is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. It's the kind of work that quietly eats hours every week.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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