Integration · CRM
Tie Contract Milestones to Payment Schedules Automatically
Connect Propelr to SubcontractorHub and every contract milestone — deposit, mid-project, final payment — flows into a structured payment schedule that both you and the homeowner can track. Contractors using Propelr stop chasing payments because the schedule is agreed and visible from the moment the contract is signed.
What Connects Between Propelr and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Contract Milestones to Payment Schedule
When a SubcontractorHub proposal is signed, the contract milestones defined in the proposal — deposit amount, mid-project payment, balance due on completion — sync to Propelr as a structured payment schedule. The homeowner receives a clear payment timeline immediately, eliminating confusion about when payments are due and for how much.
Milestone Completion Triggers Payment Requests
When a project stage is marked complete in SubcontractorHub — permit issued, work started, installation complete — Propelr automatically sends the corresponding payment request to the homeowner. Payment collection happens at the right moment in the project lifecycle without the contractor manually tracking which invoice to send when.
Payment Status Back to Job Record
As homeowners pay through Propelr, payment confirmations sync back to the SubcontractorHub job record. Project coordinators can see whether the deposit has cleared before releasing materials or scheduling subcontractors — keeping cash flow and project scheduling in sync.
Overdue Payment Alerts
When a payment milestone passes its due date in Propelr without payment, an alert syncs to the SubcontractorHub job record and notifies the assigned project manager. The alert includes the overdue amount and number of days past due, so collections conversations happen quickly rather than at project completion.
How to Connect Propelr with SubcontractorHub
Connect via Propelr API Key
Retrieve your API key from the Propelr integrations section and enter it in SubcontractorHub's integrations panel.
Define Milestone Templates in SubcontractorHub
Build proposal templates in SubcontractorHub with pre-configured payment milestone structures (e.g., 30% deposit, 40% on start, 30% on completion).
Map Milestones to Propelr Payment Schedule Types
Link each SubcontractorHub milestone type to the corresponding Propelr payment schedule template so the schedule generates correctly on contract signing.
Test Full Milestone Cycle
Sign a test proposal, confirm the Propelr payment schedule generates, advance a job stage in SubcontractorHub, and verify the payment request fires in Propelr.
Ready to connect Propelr?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the Propelr Integration
Roofing Contractor Eliminating Final Payment Collection Problems
A roofing contractor was collecting deposits reliably but struggling to collect final payments after job completion. Propelr's milestone schedule — visible to the homeowner from day one — sets the expectation upfront. Final payment collection improved because homeowners knew exactly what was owed and when before the job started.
HVAC Contractor Managing Equipment Lead Time Payments
An HVAC contractor ordering custom equipment needs a mid-project payment before the equipment ships. Propelr's permit-issued milestone triggers the equipment payment request automatically — the contractor never manually sends an invoice, and the homeowner understands why they're being asked to pay before installation begins.
Solar Installer Aligning Payments With Permit and Inspection Stages
A solar installer structures payments around permit submission, inspection, and utility interconnection — all tracked in SubcontractorHub. Each stage completion triggers the corresponding Propelr payment request, keeping cash flow predictable and aligned with the project's actual progress milestones.
General Contractor Managing Large Renovation Projects
A GC running $150,000 kitchen renovations uses six-milestone payment schedules. Propelr keeps the homeowner informed about every upcoming payment and sends automated reminders five days before each due date — reducing collection friction on large jobs where miscommunication about payment timing is most damaging.
Common Questions About the Propelr Integration
Can homeowners view their full payment schedule before signing?
Yes. The payment milestone schedule is included in the SubcontractorHub proposal the homeowner reviews and signs. By signing, they agree to the payment schedule — it's not presented as a surprise after contract execution.
What payment methods does Propelr support?
Propelr supports ACH bank transfer, credit card, and check logging. Credit card processing incurs a transaction fee — consult Propelr's current fee schedule. ACH is typically lower-cost for contractors collecting large payments.
Can I adjust a milestone amount after signing?
Milestone adjustments require creating a change order in SubcontractorHub, which generates an updated Propelr schedule. Propelr maintains the original schedule as a record and the revised schedule as the active schedule — preserving the audit trail.
Does Propelr integrate directly with QuickBooks?
Propelr has its own QuickBooks integration separate from SubcontractorHub. For contractors using all three platforms, SubcontractorHub creates the invoice in QuickBooks on signing and Propelr handles the payment collection — consult both integrations' documentation for reconciliation best practices.
How does the overdue alert work if a homeowner disputes a charge?
Overdue alerts notify your project manager but don't automatically contact the homeowner a second time. The project manager reviews the situation and decides whether to resend via Propelr, apply a payment plan, or escalate — the automation flags the problem, the human handles the resolution.
Connect Propelr with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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