Milestones help outline your work deliverables for a job fixed-rate job contracts and show your payment for each task and the timelines involved.
🚀 In this article
Propose milestone updates
You can manage your fixed-rate job contract by suggesting modifications to your client for current and upcoming milestones.
You and your client can collaborate to organize tasks and establish mutual expectations for your contract milestones. While you cannot remove a milestone in progress, you can request the client to remove future ones. You can also propose new milestones and changes to payment amounts or deadlines for the milestones in progress.
Your client is notified when you suggest milestone updates and can approve or decline your suggestions.
📡 Advice: We recommend sending a message to your client before new tasks and milestone updates.
Propose new milestones, or request changes
How to propose a new milestone:
- Visit Your contracts > click your contract
- Click Manage milestones button
- Click Propose a milestone button > add name and amount > click Save button
Steps to edit a proposed milestone:
- Visit Your contracts > click your contract
- Click Manage milestones button
- Select ✎ icon to edit your proposed milestone > click Save button
Steps to delete your proposed milestones:
- Visit Your contracts > click your contract
- Click Manage milestones button
- Select 🗑️ icon to delete your proposed milestone > click Save button
Questions and answers
⚡ How can I change or cancel my proposed milestones updates?
You can only change your proposed milestones if the client hasn’t accepted your proposal yet.
You can make edits with the following steps:
- Visit Your contracts > click your contract
- Click Manage milestones button
- Select ✎ icon to edit your proposed milestone > click Save button
If the client has already accepted your initial proposed milestone changes, you can suggest updates to the active milestones with the ✎ icon. The client has the option to accept or reject your proposed changes.
⚡ Can I ask my client to modify an active contract milestone?
Absolutely! As a professional, you can suggest updates to the title, due date, and description of an active milestone. You can also request an increase in the payment amount for the milestone. Your recommended updates are automatically forwarded to the client for approval or rejection. If your client agrees to the changes, the updated milestone payment is transferred into the task’s escrow balance.
⚡ How long will my client have to approve my proposed new milestones and changes?
Your milestone proposal does not come with an expiry date. Before clients can add or modify future milestones, your client must approve or reject your suggested milestone changes. Only start work after the client has approved and funded the updated milestones.
Note: Use Cad Crowd chat to contact your client if the proposed contract changes have yet to be approved.
⚡ What happens if my client adds new milestones or changes upcoming milestones and I disagree with the changes?
If you disagree with your client’s milestone updates, you may ask the client to make changes or modifications. You can message the client with Cad Crowd chat if milestone updates aren’t aligned with your expectations. This discussion can help establish if a milestone requires updates or should be removed from the contract.
