New: Milestone-driven partial payments

Larger projects,
smartly handled

From order bundling to post-calculation — manage multi-phase projects with progress bars, automatic invoice triggering and real-time deviation detection.

Highlights

Every project sharply in focus

Bundle orders by type, track progress live and invoice automatically at each milestone.

Planning

One timeline

All project phases bundled by order type.

Real-time

Live progress

Percentage completed per order type.

Invoicing

Milestone invoices

Automatically at each phase.

Insight

Costs per type

Complete overview after completion.

Project management

Bundle and classify orders by type

Group multiple orders into one project. Each order gets a type classification: work order in accordance with the reference order, error correction for corrections, or extra work for additional work outside the original specification.

  • Reference order as budget basis with automatic customer transfer
  • Work orders, error corrections and extra work tracked separately
  • Automatic classification based on quantities and m²
  • Import and decouple orders via bulk operations
  • Customer portal with visual project status for end customers
Street project Kerklaan, Utrecht
Kerklaan 1–16 · Reference order #3100 · Budget €68.400
Work order ×4 Rework ×1 Extra work ×2
#3120Work orderFrames, house no. 1–5 Completed
#3121Work orderFrames, house no. 6–10 Completed
#3122Work orderFrames, house no. 11–15 In progress
#3123ReworkWrong size no. 3 — redelivery● Planned
#3124Extra workAdditional basement window no. 8● Planned
Progress

Percentage ordered and executed in real-time

Two progress percentages always give the full picture: how much of the reference order is included in project orders, and how much of that has actually been executed. With automatic alert upon exceeding.

  • Formula: (total project orders / reference order) × 100
  • Visual progress bar with color coding green/orange/red
  • Product counts by type: glass, processing and items
  • Automatic alert when reference order quantities are exceeded
  • WebSocket real-time updates for every order change
ProgressHeijmans New Build, Almere
Percentage ordered78%
382 of 490 units included in project orders
Percentage completed62%
237 of 382 units actually completed
Glass
382 pcs
ref: 490 pcs
Operations
36 pcs
ref: 48 pcs
Items
104 pcs
ref: 120 pcs
2 product types approaching the reference limit
Invoicing

Automatic invoices at project milestones

Define progress thresholds and Baka Glass automatically triggers a partial invoice once the percentage is reached. Attachments, subsidy markings and external payments can be set per milestone.

  • Percentage and automatically calculated amount per milestone
  • Add description and attachments per installment
  • Subsidy marking, externally paid or skipped
  • Automatic notification when reaching a threshold
  • Direct integration with payment module for invoice creation
Milestones4 milestones · €125.000 total
25%
€31.250
Foundation start
Paid out
50%
€62.500
Shell completed
Paid out
75%
€93.750
Glazing completed
Active
62% reached — 13% to go before trigger
100%
€125.000
Handover
Waiting
Post-calculation

Cost overview per order type after completion

All costs broken down into work orders, error corrections and extra work. Including VAT breakdown, insurance costs, labor costs and energy surcharge per order. Exportable as PDF or Excel.

  • Work orders, error corrections and extra work visible separately
  • Insurance costs, energy surcharge and recycling costs per order
  • Labor costs: hours and costs registered per order
  • VAT breakdown per rate with filter on zero costs
  • Export to PDF and Excel for post-calculation report
Post-calculationAll types ▼
TypeOrdersAmount excl.Labor
Work orders
8
€42.830
€6.240
Reworks
2
€3.200
€480
Extra work
1
€1.650
€210
Subtotal excl. VAT€54.610
VAT 21%€11.468
Labor costs€6.930
Total incl. VAT€73.008
Export post-calculation
Planning

Project planning in one timeline overview

View all work packages of a project in a clear Gantt chart. See lead times, overlaps and availability of your team per phase immediately — linked to the planning module.

  • Visual bar planning (Gantt-style) per project
  • Multiple work packages with start and end dates
  • Overlap detection per employee or team
  • Link with planning module for real-time updates
  • Availability check of employees per phase
Bar planningWeek 1 – 10 · Heijmans New Build
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
Block A glazing
W2–W4
Block B glazing
W4–W7
Extra roof windows
W3–W4
Rework block A
W5
Installation finishing
W7–W9
Handover
W10

Today: week 7 — Installation finishing underway
350+
Companies
3.100+
Users
100%
Post-calculation insight
Auto
Milestone invoicing

Seamlessly connected to every module

The projects module connects orders, payments, planning and the customer portal in one multi-phase project management. From order bundling to milestone invoicing — everything works together.

Order processing
Planning
Financial
CRM
App
Customer portal
Dashboard

Every project, always in control.
Start today.