A milestone is a scheduled event that marks the completion of a significant deliverable element or component of a job. For example: send first draft to client; building inspector signoff.
Milestones can be added to active jobs or to job templates A job template can contain a pre-defined set of tasks, to-do items, milestones and disbursements. By providing a standardised job structure, job templates can save you time when you need to set up jobs of a similar type that occur on a regular basis. .