Features / Payment Schedules

Payment Schedules

Create draw schedule templates and attach them to any estimate — percentages and milestones auto-calculate.

The problem

  • Payment terms get negotiated fresh, and re-typed, on every project
  • Clients are unclear on when payments are due and why
  • Manually calculating draw amounts invites math errors

How BidRunnerPro helps

  • Build payment schedule templates once, reuse on every estimate
  • Percentages, milestone labels, and totals auto-calculate
  • Clients see exactly when each payment is due, up front
Payment schedule templates — 30-30-30-10 and 50-50 draw structures
Set up once

Templates you set up once

Build your standard draw schedule as a reusable template and attach it to any estimate in seconds — no re-negotiating structure every time.

  • Save draw schedule templates
  • Reuse across estimates & clients
  • Edit anytime without starting over
Milestone-based draw schedule images/features/payment-schedules-2.jpg
Automatic math

Milestones that make sense

Label draws by project milestone, attach a percentage or fixed amount, and let totals calculate automatically off the estimate.

  • Label draws by project milestone
  • Attach percentages or fixed amounts
  • Auto-calculate totals from the estimate
Client-facing payment schedule view images/features/payment-schedules-3.jpg
Set expectations early

Clarity for clients

Clients see the full payment schedule in their portal from the start, so there are no surprise requests and far fewer 'when is this due' conversations.

  • Clients see the full schedule in their portal
  • No surprise payment requests
  • Fewer ‘when is this due’ conversations

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FAQ

Payment Schedules — common questions

Yes — save a payment schedule as a template and attach it to any estimate, for any client.
Yes, percentage-based draws recalculate automatically if the underlying estimate total changes.
Yes — each draw in a schedule can be defined as either a percentage of the total or a fixed dollar amount.
Yes — the payment schedule is visible in the client portal alongside the estimate, before they approve.