Skip to main content

For Contractors

Start the work with funding confidence.

ServeStone gives contractors a safer, more structured payment process for home projects. For pre-funded milestones, you can see when the customer’s applicable funding has been confirmed before beginning the associated work. Complete the milestone, submit photos and other agreed documentation, and move the payment request through a clear homeowner-authorization process.

Less uncertainty before work.

Know the milestone amount. See the funding status. Understand the path to payment before the work begins.

A customer promise becomes a confirmed funding status.

For an applicable pre-funded milestone, the homeowner arranges the required funding through the financial provider. Once that funding is confirmed, the milestone’s funding status is visible in the ServeStone workflow—giving the contractor greater confidence before committing labor, materials, and time.

  • Funding visibility before work

    See whether the applicable customer funding has been confirmed before beginning a pre-funded milestone.

  • Defined milestones and amounts

    Keep the agreed scope, milestone amount, funding requirement, documentation expectations, and payment process connected.

  • Organized milestone documentation

    Submit photos, videos, invoices, permits, material records, and other agreed documentation as part of the milestone record.

  • A traceable path to payment

    Follow the milestone from funding confirmation through documentation, homeowner review, payment authorization, processing, and recorded completion.

A clear process from project setup to payment.

  1. Structure the project.

    Define the project scope, milestones, payment amounts, funding schedule, and documentation expectations.

  2. Reach agreement with the homeowner.

    Give the homeowner a clear project structure to review and accept.

  3. Confirm milestone funding.

    For a pre-funded milestone, see when the applicable customer funding has been confirmed through the financial-provider workflow.

  4. Complete and document the work.

    Perform the agreed milestone and submit the required photos and other project records.

  5. Request homeowner review.

    Present the milestone submission through one organized review process.

  6. Follow the payment status.

    Track the homeowner’s decision and the resulting payment status as authorization, processing, and completed transfer move through their separate stages.

Keep the work record connected to the payment request.

ServeStone keeps milestone documentation tied to the work, amount, and homeowner decision it supports. Instead of relying on disconnected texts, email attachments, and photo folders, the project record brings the relevant information together.

Examples

  • progress and completion photos
  • videos
  • material and supplier documentation
  • invoices and receipts
  • permits and other project documents
  • contractor notes and explanations
  • homeowner questions and requests
  • partial-release proposals and decisions
  • payment status and records

Give the homeowner a process they can understand.

Homeowners see the agreed milestone, the amount connected to it, the contractor’s submitted documentation, and the available review actions. They can ask a question, request more information, propose a partial release, raise an issue, or authorize payment through the same structured workflow.

A clearer customer review process can reduce confusion over what was submitted, what is being requested, and what must happen next.

Bring greater funding confidence to your next project.

Use defined milestones, confirmed funding status, organized documentation, and recorded homeowner authorization to create a safer payment process for both sides.