Milestone lifecycle
Employer creates a milestone
When setting up a job contract, you define milestones to break the work into trackable, payable units. Each milestone has a name, an optional description, a dollar amount, and an optional due date.
Employer funds the milestone
Funding a milestone charges your payment method for the milestone amount. The funds are held — they’re committed but not yet released to the trainer. The milestone status changes to Funded.
Trainer completes the work
The trainer sees the funded milestone in their manage-job view and works toward completing the deliverable. When done, they submit the work for approval.
Trainer requests approval
The trainer marks the milestone as ready for review. The milestone status becomes Pending approval, and you receive a notification.
Employer perspective
- Creating milestones
- Funding a milestone
- Approving a milestone
Milestones are created inside a job contract. Open the Contract tab for the relevant job, then click Add Milestone.Fill in:
- Milestone name — a short label for the deliverable
- Description — optional details about what the work covers
- Amount — the dollar value for this milestone
- Due date — optional target date
Trainer perspective
- Viewing milestones
- Submitting for approval
Once a milestone is funded, you can see it in your manage-job view. The Contract tab shows all milestones, their amounts, due dates, and current status.A Funded status means the employer has committed the money and you’re clear to begin work.
Milestone statuses
| Status | What it means |
|---|---|
| Pending | Created but not yet funded — no payment committed |
| Funded | Employer has paid; funds held securely |
| Approved | Work approved; payout initiated |
| Paid | Funds transferred to the trainer |
| Disputed | Milestone is under review |