Run delivery from the project workspace
Once a quote was accepted, an expert’s workspace still opened on the proposals section — the bid they had already won, listed twice — while the delivery section, the part that actually mattered from that point on, was a read-only list of milestones. There was no way to say a milestone had started, no way to say it was finished, and no way to bill for it. The work was under way and the workspace had nothing to do with it.
Delivery is now the working surface.
Each milestone moves on its own
Every milestone carries the moves its current state allows:
- Start — on a milestone that has not begun.
- Mark complete — once the work is delivered.
- Mark blocked, and Resume when the blocker clears.
A milestone that is finished offers nothing further; it is done. Advancing one updates the customer’s view of project progress the next time they look, so the percentage they see is the work you have actually delivered.
Milestones themselves are fixed when the bid is accepted. Delivery moves their status — it does not add, reorder or re-weight them.
Raising an invoice
A completed milestone carries a Raise invoice button. Raising creates that milestone’s invoice as a draft and tells the project’s customer success and service delivery managers there is something to approve. Each milestone has exactly one invoice, so once it is raised the button is replaced by the invoice’s status, and the amount is settled from the accepted quote rather than typed in.
The customer is not told about a draft. They see the invoice once a manager has approved it.
The proposals section knows when it is finished
An expert on an active project no longer sees a proposals section at all — the bid is settled, and delivery is the record of the engagement. Before a quote is accepted nothing changes: the section is still there, still showing your own bid, and still letting you edit it while it is waiting on a decision.
Separately, a bid that appeared twice on the workspace now appears once. That fix applies to everyone who reads a proposals section, not only to experts.