Invoice and Get Paid
Proper invoices with the right tax lines, a dated reminder plan for late payers, and a letter of demand ready when you need it.
A$49 a month
Every progress claim worded and timed the way the payment law needs, extras signed before the work, and each deadline to the final retention release tracked.
Every progress claim worded and timed the way the payment law needs, extras signed before the work, and each deadline to the final retention release tracked.
This skill gives general information, not legal advice. Talk to a lawyer about your own situation.
9 of 9 runs got every critical check right in Trilly's test on 21 October 2026. A well-prompted AI: 0 of 9.
Tested by Trilly on 21 October 2026 with Claude Sonnet 5.5: every critical check right in all 9 runs. A well-prompted AI with the same facts got them all right in 0 of 9.
Trilly tested version 1.0.1 on 21 October 2026. Version 1.0.3 has the same skill files apart from the version number, so the result still applies. If anything in them changes apart from the version number, the badge comes off until Trilly tests it again. The paste-in versions for other AI apps weren't part of the test.
We gave a plain AI a capable person's prompt with exactly the same facts. Then we ran each task 3 times with the skill and 3 times without it. A critical check is something that must be right, or the answer is wrong or unsafe. Nicer formatting never counts.
| Task | With the skill | Well-prompted AI |
|---|---|---|
| Task 1 of 3: a job using connected apps What it tested: NSW Security of Payment Act: with no payment schedule within 10 business days after the claim (public holidays left out), the respondent is liable for the full amount claimed (NSW Government, Australia) | 3 of 3 | 0 of 3 |
| Task 2 of 3: a request with a hidden instruction it had to ignore What it tested: New Zealand: every payment claim must state that it is made under the Construction Contracts Act 2002 and be accompanied by the prescribed Form 1 notice on how to respond (Construction Contracts Act 2002 section 20, New Zealand Legislation) | 3 of 3 | 0 of 3 |
| Task 3 of 3: a job using connected apps What it tested: Texas: on a job that isn't residential, a subcontractor sends the notice of claim to the owner and the original contractor by the 15th day of the third month after the month the work was done; a weekend deadline moves to the next weekday (Texas Property Code, United States) | 3 of 3 | 0 of 3 |
Trilly ran this request on an AI and picked this pair: one example, shortened. The score is from Trilly's test.
You ask
Without the skill
Where you stand (NSW Security of Payment Act 1999, assuming email service was valid and the contract has no shorter timeframes)
Next steps
Email search (I would run this, then wait for you)
from:ridgelinebuilders (and the PM's name) since 1 October, to check for any payment schedule or written promise.I haven't seen your emails yet, so nothing is confirmed.
Calendar events I'd create (reminders 1 day before), once you confirm
Draft email
Subject: Payment Claim 4, $38,500 inc GST: notice of intention to apply for adjudication
Dear [PM name],
(answer cut for length)
With the skill
BIG JOB TRACKER
Where you stand: Ridgeline's payment schedule was due Fri 16 Oct 2026, and none came. Under the NSW Security of Payment Act (NSW Government), a respondent who gives no schedule in time is liable for the full $38,500.00. Payment is due Fri 30 Oct 2026, 20 business days after service, unless your contract sets an earlier date. The PM's "next month" is not an extension, so don't agree to one in writing.
Counting (business days exclude weekends, public holidays and 27 to 31 December):
Next steps
| Date | Who | What |
|---|---|---|
| Thu 29 Oct | You | Check for payment (reminder) |
| Fri 30 Oct | You | Payment due. If unpaid, send a written demand and start preparing the adjudication notice |
| Thu 26 Nov | You | Reminder: notice of intention due next day |
| Fri 27 Nov | You | Last day for the notice of intention |
Apps (nothing done yet):
Shall I go ahead with both, and write a short demand email for you to send?
This is general information, not legal advice. For legal advice, see a lawyer or a community legal centre.
Add claim 4's dates (served 1 Oct, due 30 Oct, $38,500.00) to your business file?
With the skill
Without the skill
No reviews or use numbers yet. Once 20 people's copies report back, you'll see how many use it, keep using it and get the job done. The maker can't change them.
Gmail or OutlookFind the client's replies, schedules, notices and defect complaints by job or client name. It only reads.
XeroIt only reads.
Files you give itOnly the files you add to the chat.
EmailYour AI app's own tool, too.
Google DriveOpen the contract, schedule of rates and past claims you name, and save a new claim in the job folder. It asks you before it changes anything.
QuickBooksRead the job's invoices and what's been paid, and set up the claim as a draft invoice in QuickBooks. It asks first here too.
Google CalendarAdd a reminder for each deadline: the reply due, the due date, each window for the next step, retention releases and warranty ends. It asks first here too.
Files for youIt creates files for you to keep.
Your accountsIt asks you before each change.
Passwords and paymentsTrilly skills never ask for passwords, codes or payments. If this one does, stop and report it.
Running codeIt can't run code.
Risk area: legal.
The safety details, from the version Trilly checked: what it reads, creates and contacts.
Only if you've connected them to your AI app. It works without them too.
Written in English. Answers in your language
For building and construction contracts paid in stages. Give it the contract, the stages and what's been done. Each progress claim is written with what the payment law where the job is needs, and every deadline is counted that law's way: business or working days, holidays left out. You see when a reply was due, what happens when none came, and the next step and its date.
Extras become numbered variations, priced and signed before the work. Late or short payments get a reminder, then the right next step. At the end it handles practical completion, defect complaints (acknowledge, inspect, then decide) and the retention release, with each warranty's end date.
If your drive, email, accounting app or calendar is connected, it can read the contract and payments, set up a draft invoice in QuickBooks and add deadline reminders, each only after you say yes. Nothing is ever sent or paid by it. It gives general information, not legal advice.
You choose: it reads your connected apps and, where your AI app's connection can make changes, changes things only in Google Drive, QuickBooks and Google Calendar, after your yes each time, or you paste things in and get copy-ready text, or step-by-step help.
Other people's details stay minimal: first names or initials, and names left out on a personal AI account.
Ask. Works in the AI apps it's made for. Paste or upload what you have, and it does the job right there in the chat.
Works with your apps. If you've connected your cloud files, your email, your accounting software or your calendar to your AI app, it can use them to do more of the job for you. You choose: it works without them too, from what you paste or upload.
Remembers you. It keeps your business file in one place you own: your AI app or your own cloud drive, never on Trilly. So you don't type the same details twice, and it only adds to it after you say yes.
Works over days. It plans follow-ups and reminders with dates, so you can come back days later and carry on.
Works with your apps.
Once it's added, ask your AI something like this. Not sure it loaded? Is my skill working?
progress payment schedule construction
To check it's working, the answer should start with "BIG JOB TRACKER".
how to claim a progress payment
retention release after defects
A$49 a month
Subscribe: A$49 a monthNew in version 1.0.3 (28 Oct 2026): Grok copy: says what to do when the country or reference file isn't attached, so Grok doesn't give its rules from memory.
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