Pay Points
Flag schedule milestones as pay points, then track each one from completion through confirmation to paid.
Overview
A pay point is a schedule milestone that should trigger a payment once the work is done. You flag the milestone on a schedule template, and from then on every lot built from that template tracks the milestone through its own pay-out lifecycle — from the moment the task is created, through completion and confirmation, to when it's finally marked paid.
ℹ️ Where to find them: Pay points live under Financial → Pay points in the sidebar, right next to Work Orders. That's the list your finance team works from to see what's ready to pay.
The pay point lifecycle
Every pay point moves through four states. The state tells you where the milestone is in the pay-out process and who needs to act next.
💡 Every step can be reversed if you make a mistake: un-completing a task sends it back to Pending, Mark not ready sends a confirmed pay point back to Unconfirmed, and Mark unpaid sends a paid one back to Confirmed.
Setting up pay points
Pay points start on your schedule templates, so every lot built from a template inherits the same set of pay points automatically.
Open a schedule template's detail page.
On both the critical-path and subpath tables you'll see a Pay Point column on the far right. Tick the checkbox on any line item that should trigger a payment.
Click Save Changes. The flag is saved on the template.
From then on:
Applying the template to a lot — whether one lot at a time or through the batch scheduler — creates the tasks and marks each flagged one as a Pending pay point.
Duplicating a template carries the pay point flags over to the copy.
⚠️ Flagging a template item as a pay point requires the Schedule Template — update permission, typically held by Builder Admins and Project Managers.
Completing a pay point
Because completing a pay-point task is a money-moving moment, checking it off works a little differently from a normal task.
When you tick the completion checkbox on a pay-point task in the lot task list, a Complete pay point dialog opens instead of completing it right away. You have three choices:
Confirm — completes the task and marks the pay point ready to pay (Confirmed). Only offered to users who can confirm pay points.
Confirm later — completes the task but leaves the pay point Unconfirmed, so it can be confirmed afterwards.
Cancel — closes the dialog without completing the task; nothing changes.
If you un-check a pay-point task that was completed but never confirmed, it drops back to Pending and its completion date is cleared.
Pay points that are already Confirmed or Paid keep their state when you un-check the task — reverse those from the Pay Points list instead (see below).
Confirming from Field View
Completed-but-unconfirmed pay points are easy to lose track of, so Field View surfaces them for you. An Unconfirmed Pay Points section appears on the dashboard whenever pay points are waiting on confirmation (and hides itself when there are none).
Click any row to open the Mark ready to pay dialog and confirm it. Once confirmed, the row drops off the section and the pay point appears as Confirmed in the Pay Points list.
The Pay Points list
The Pay Points list (Financial → Pay points) is where the finance team reviews and pays confirmed pay points. By default it shows only Confirmed pay points, sorted by completion date oldest-first, so the items waiting longest for payment rise to the top.
ℹ️ The list opens on Confirmed only. Pay points that are Pending, Unconfirmed or Paid are hidden until you add those states to the State filter. That's true on a computer and on a phone.
Columns
Trade Partner — the company to be paid.
Task — the work the pay point is tied to.
Lot — the lot the pay point's task belongs to.
Completion Date — when the task was completed.
State — the pay point's lifecycle state.
See Pending, Unconfirmed and Paid pay points
Tap or click the Filters tab on the right edge of the list.
Expand State and tick the states you want — tick all four to see every current pay point. (A Pending or Paid pay point that has since been archived stays hidden either way — see the FAQ below.)
Expand Trade Partner, Lot or Completion Date to narrow further.
Your choice is saved in the page's web address, so it survives a refresh and travels with the link if you share it — even if every state is cleared.
On a phone
On a phone each pay point is a single card instead of a row of columns: the task first, then the trade partner and the lot, then its state and completion date, with the same action button beneath. There are no columns to tap through and no Columns tab, but the Filters tab is there with State, Trade Partner, Lot and Completion Date in it. The list opens on Confirmed only here too, so a phone and a computer show the same pay points.
Filtering, sorting & sharing
Use the search box for a quick free-text filter — it matches the trade partner, the task and the lot, not the state or the completion date — or open the Filters panel to filter by State, Trade Partner, Lot, or Completion Date. You can also sort by Trade Partner, Lot, or State; without a sort chosen, the list orders itself by completion date, oldest first.
✅ Every filter and sort is saved in the page's web address, so you can bookmark a view (for example, "everything confirmed for one trade partner") or send the link to a teammate and they'll see exactly the same filtered list. Tick every State in the Filters panel — or none at all — and the list remembers that too, even after a refresh.
Row actions
Each row has a split action button whose options depend on the pay point's state and your permissions:
Every action asks you to confirm before it changes anything.
Permissions
Pay points have their own permissions, separate from regular task editing, so you can let field staff complete work without giving them the ability to release payments.