Fixed fee
Progress × agreed fee
Bill the current amount after previous invoices.
Project phases
Your process.
Phase by phase.
Give every stage its own fee, billing method and progress. Shape the project around your agreement.
30 minutes to explore your workflow.
ProjectsPH–01RESIDENTIAL · EXAMPLE
ActiveNorth House
PhasesTasksTimeInvoices
01100%
Schematic design$6,000
0250%
Design development$12,000
030%
Construction documents$9,000
Agreed base fee$27,000
50%
Current phaseprogress
One project. Different kinds of work.
Choose how each phase is billed.
Hourly
Hours × stored rate
Bring unbilled entries onto the invoice.
Non-billable
Effort, kept visible
Record the work without a client charge.
A familiar starting point
Reuse the structure.
Set the terms for each job.
Project templates copy phase names and billing types. Review fees, rates and progress for every new commission.
See phase setupYOUR PROJECT TEMPLATE
Schematic designDesign developmentConstruction documentsNames + billing types copied into the next projectThe useful details
A few things to know.
Are phases required?
No. If a simpler engagement does not need stages, time and invoicing can work at project level.
Do completed tasks update billable progress?
No. Phase progress is a separate record. Review and set it before invoicing; task status does not determine the contractual value of work.
Can I import phases from a spreadsheet?
Yes. Use one additional row per phase under the same Project ID in the project CSV template. Validate and review the result before billing.
Do I have to use RIBA stages?
No. A shortcut is available, but you can use your own names and scope, including US design phases.
30 minutes. One connected workflow.