ATLAS
Operations: Third Party Administrators

Third-party administrator agreements, claims management, receivables tracking, and payment processing.

1 TPA List
→
2 TPA Detail
→
3 Create/Edit
→
4 Claims List
→
5 Claim Detail
→
6 New Claim
→
7 Rate Sheet
→
8 Job Linking
→
9 Performance
→
10 Edge Cases
TPA Management
9:41
Third Party Administrators
8
Active TPAs
47
Total Claims
$142K
Collected
Outstanding Receivables
6 invoices pending payment
$28,450
Search TPAs...
All TPAs 8 TPAs
State Farm Insurance SFARM
Insurance Net 30
Jennifer Walsh • (330) 555-0142
American Home Shield AHS
Warranty Net 45
Marcus Greene • (216) 555-0198
Midwest Property Mgmt MPM
Property Mgmt Net 30
Sarah Chen • (330) 555-0267
RestoNet Alliance RNA
Network Inactive
Archived on Feb 12, 2026
TPA List Live
index.tsx — Summary stats, category filters,
quick actions, search & TPA cards
9:41
State Farm Insurance
State Farm Insurance
SFARM Insurance
Claims Summary
14
Total Claims
3
Pending
2
Invoiced
$48,200
Collected
Contact Information
Contact
Jennifer Walsh
Phone
(330) 555-0142
Email
claims@statefarm-ohio.com
Fax
(330) 555-0143
Address
4200 Munroe Falls Ave, Stow, OH 44224
Website
statefarm.com
Claim Submission
Method
Online Portal
Portal URL
claims.statefarm.com/vendor
Account #
SF-VND-44892
Vendor ID
VN-3BIDS-0042
Payment Terms
Terms
Net 30 days
Rates
Negotiated Rates
Requirements
Pre-approval required
Photos required
Moisture readings required
Scope of work document
Internal Notes

Great relationship with Jennifer. Always pays on time. Use their portal for fastest processing — email submissions take 5+ extra days.

Recent Claims
#CLM-2026-0089
Feb 28, 2026
Approved$4,200
#CLM-2026-0076
Feb 14, 2026
Paid$6,850
#CLM-2026-0061
Jan 30, 2026
Pending$3,100
TPA Detail Live
[id].tsx — Header, claims summary, contact,
submission, terms, requirements & claims
9:41
New TPA
Basic Information
Contact Information
Claim Submission
Payment Terms
Negotiated Rates
This TPA uses negotiated pricing
Job Requirements
Requires Pre-Approval
Must get approval before starting
Requires Photos
Must submit photos with claims
Requires Moisture Readings
Must submit moisture readings
Internal Notes
Create / Edit TPA Live
new.tsx — Full form: basic info, contact,
submission, terms, requirements & notes
Claims Management
9:41
TPA Claims
47
Total
12
Active
6
Invoiced
$142K
Collected
Outstanding Receivables
6 invoices pending payment
$28,450
Search claim #, policy #...
All Claims 47 claims
#CLM-2026-0092 SFARM
State Farm Insurance
Pending Approval Mar 5, 2026
Policy
POL-882341
Date of Loss
Feb 28, 2026
Est.
$7,200
#CLM-2026-0089 SFARM
State Farm Insurance
Approved Feb 28, 2026
Policy
POL-771204
Date of Loss
Feb 20, 2026
Approved
$4,200
#CLM-2026-0076 AHS
American Home Shield
Paid Feb 14, 2026
Policy
AHS-990128
Date of Loss
Jan 29, 2026
Paid
$6,850
#CLM-2026-0068 MPM
Midwest Property Mgmt
Invoiced Feb 8, 2026
Property
Unit 204-B
Date of Loss
Jan 22, 2026
Invoiced
$3,450
Claims List Live
claims/index.tsx — Summary stats, TPA filter,
status tabs, search & claim cards
9:41
#CLM-2026-0089
Update
#CLM-2026-0089 Approved
State Farm Insurance (SFARM)
Created Feb 28, 2026
Claim Timeline
Pending Approval
Feb 28, 2026 • 10:32 AM
Approved
Mar 3, 2026 • 2:15 PM
In Progress
Pending Invoice
Invoiced
Paid
Financial Summary
Estimated
$5,600.00
Approved
$4,200.00
Invoiced
—
Paid
—
Claim Details
Policy NumberPOL-771204
Date of LossFeb 20, 2026
Internal Ref #INT-3B-0089
Related Records
State Farm Insurance
Third Party Administrator
Water Damage Mitigation
Associated work order
Notes
TPA Notes
Approved for water extraction and dryout. Mold remediation pending separate approval. Contact adjuster before proceeding with demo.
Internal Notes
Crew dispatched Mar 4. Equipment drop-off scheduled for 8 AM.
Documents Coming Soon
Document management will be
available in a future update
Claim Detail Live
claims/[claimId].tsx — Header, timeline,
financials, details, links & notes
9:41
New Claim
TPA Selection
State Farm Insurance
Contact: Jennifer Walsh
Payment: Net 30
Job Selection
Enter the Convex job ID for this claim. In a future update, you'll be able to search and select jobs.
Claim Information
Financial
Enter the estimated claim amount. You can update this as the claim progresses.
Notes
TPA Requirements
Pre-approval required before starting work
Photos must be submitted with claim
Moisture readings required
New Claim Live
claims/new.tsx — TPA select, job link,
claim info, financials & requirements reminder
Supplementary Views
9:41
#CLM-2026-0089
Update
#CLM-2026-0089
In Progress
Financial
Approved
$4,200
Invoiced
$0
Update Claim
Status Update Modal Live
Bottom sheet overlay on [claimId].tsx
Status, amounts & notes update
9:41
#CLM-2026-0076
Update
#CLM-2026-0076 Paid
American Home Shield (AHS)
Created Feb 14, 2026
Claim Timeline
Pending Approval
Feb 14 • 9:15 AM
Approved
Feb 16 • 11:30 AM
In Progress
Feb 17 • 8:00 AM
Pending Invoice
Feb 22 • 3:45 PM
Invoiced
Feb 23 • 10:00 AM
Paid
Mar 6 • 2:20 PM
Financial Summary
Estimated
$7,200.00
Approved
$6,850.00
Invoiced
$6,850.00
Paid
$6,850.00
Claim Detail — Paid Live
Success state: all timeline steps complete,
all financial fields populated
9:41
#CLM-2026-0058
Update
#CLM-2026-0058 Denied
State Farm Insurance (SFARM)
Created Jan 20, 2026
Claim Timeline
Pending Approval
Jan 20 • 2:00 PM
Approved
In Progress
Pending Invoice
Invoiced
Paid
Claim Denied
Financial Summary
Estimated
$3,400.00
Approved
—
Invoiced
—
Paid
—
Notes
TPA Notes
Claim denied: pre-existing damage determination. Homeowner policy excludes gradual water damage. Adjuster photos show long-term mold growth.
Internal Notes
Homeowner may appeal. We can provide moisture documentation from initial visit if needed.
Claim Detail — Denied Live
Terminal state: timeline greyed out,
denial indicator below steps
9:41
#CLM-2026-0071
Update
#CLM-2026-0071 Disputed
Midwest Property Mgmt (MPM)
Created Feb 5, 2026
Claim Timeline
Pending Approval
Feb 5 • 10:00 AM
Approved
Feb 7 • 3:15 PM
In Progress
Feb 8 • 8:30 AM
Pending Invoice
Feb 14 • 4:00 PM
Invoiced
Feb 15 • 9:00 AM
Paid
Claim DisputedThis claim has been flagged for review. Contact the TPA to resolve.
Financial Summary
Estimated
$5,200.00
Approved
$4,800.00
Invoiced
$4,800.00
Paid
—
Dispute Details
TPA disputes $1,200 in line items for mold remediation scope. Adjuster claims pre-existing condition on north wall. Submit additional moisture documentation to appeal.
Notes
TPA Notes
Line items 4–6 disputed. Mold remediation scope exceeds initial assessment. Adjuster review required before payment can proceed.
Internal Notes
Have moisture readings from day 1 showing active water intrusion. Will compile photo evidence and submit appeal by end of week.
Claim Detail — Disputed Live
Terminal state: warning indicator, dispute details
tip-D card, appeal & contact actions
Performance & Integrations
9:41
TPA Performance
8
Active TPAs
$142K
Open Claims
12d
Avg Resolution
78%
Approval Rate
TPA Comparison 8 TPAs
State Farm
Insurance
Top Performer
18
Claims
9d ▲
Resolution
$62K
Payout
85% ▲
Approval
American Home Shield
Warranty
12
Claims
14d ▼
Resolution
$48K
Payout
72%
Approval
Midwest Property Mgmt
Property Management
8
Claims
11d
Resolution
$22K
Payout
82%
Approval
TPA Performance Report Planned
performance.tsx — KPI dashboard with TPA comparison, trend badges per stat
9:41
Integrations
Connected Services 3 integrations
ServiceTitan Connected
Synced 5m ago · 1,247 records
QuickBooks Connected
Synced 1h ago · 892 records
Housecall Pro Error
Last sync failed 2h ago · 0 records
Recent Activity
ServiceTitan sync completed
1,247 records · 5 min ago
QuickBooks sync completed
892 records · 1 hour ago
Housecall Pro sync failed
Auth token expired · 2 hours ago
12 new TPA records imported
ServiceTitan · 3 hours ago
ServiceTitan sync completed
1,245 records · 6 hours ago
Integration Status Planned
integrations.tsx — Connected services health, sync status, audit log
Edge Cases
9:41
Third Party Administrators
No TPAs Found
Add your first TPA to start
tracking claims and receivables
Empty State Live
index.tsx — No TPAs yet,
hero IconCircle F + CTA button
Underrepresented Features
9:41
State Farm Insurance
Linked Rate Sheet
State Farm Water Mitigation Rates
Pricebook · 42 line items · Updated Mar 1
Rate Override Active
TPA rates override standard pricebook for linked jobs
Submission Methods
Portal Email Fax Phone API
Preferred Method
Online Portal — fastest processing
Portal Turnaround
3–5 business days
Email Turnaround
7–10 business days
Rate Sheet Sync Linked rate sheets auto-apply TPA-negotiated rates to new claims. Override individual line items in the claim detail.
Rate Sheet & Submission Live
[id].tsx — Linked pricebook rate sheet,
multi-method submission chips
9:41
#CLM-2026-0092
Update
#CLM-2026-0092 Pending Approval
State Farm Insurance (SFARM)
Linked Job
Water Damage Mitigation In Progress
1842 Merriman Rd, Akron, OH 44313
Job ID
j5793kd2m8n4pq01
Assigned
Mike Johnson
Est.
$7,200
Started Mar 4
12 photos
3 readings
Financial Summary
Estimated
$7,200.00
Approved
—
Invoiced
—
Paid
—
Pro Tip Linking a job to a claim syncs photos, moisture readings, and scope documents automatically. Update the job status to trigger claim updates.
Claim — Job Linking Live
claims/[claimId].tsx — Linked job card with
status, address, assignment & evidence counts
1 Agreements & Details
2 Claims Management
3 Create TPA & Claim
4 Rate Sheet & Submission
5 Performance & Integration
Agreements & Details Live
9:41
Third Party Administrators
8
Active TPAs
47
Total Claims
$142K
Collected
Outstanding Receivables
6 invoices pending payment
$28,450
All TPAs
State Farm Insurance SFARM
Insurance · Net 30 · 14 claims
American Home Shield AHS
Warranty · Net 45 · 8 claims
Midwest Property Mgmt MPM
Property Mgmt · Net 30 · 5 claims
State Farm Insurance
SFARMInsurance
Claims Summary
14
Total
3
Pending
2
Invoiced
$48.2K
Collected
Contact
Contact
Jennifer Walsh
Phone
(330) 555-0142
Email
claims@statefarm-ohio.com
Payment & Submission
Terms
Net 30 days
Method
Online Portal
Account #
SF-VND-44892
Recent Claims
#CLM-2026-0089
Feb 28, 2026
Approved $4,200
#CLM-2026-0076
Feb 14, 2026
Paid $6,850
#CLM-2026-0061
Jan 30, 2026
Pending $3,100
Claims Management Live
9:41
TPA Claims
47
Total
12
Active
6
Invoiced
#CLM-2026-0092
State Farm · Mar 5
Pending
Policy: POL-882341 · Est: $7,200
#CLM-2026-0089
State Farm · Feb 28
Approved
Policy: POL-771204 · Approved: $4,200
#CLM-2026-0076
American Home Shield · Feb 14
Paid
Policy: AHS-990128 · Paid: $6,850
#CLM-2026-0089 Approved
State Farm Insurance (SFARM)
Created Feb 28, 2026
Financial Summary
Estimated
$5,600
Approved
$4,200
Invoiced
—
Paid
—
Details
Policy Number
POL-771204
Date of Loss
Feb 20, 2026
Internal Ref
INT-3B-0089
Timeline
Pending Approval
Feb 28
Approved
Mar 3
In Progress
Create TPA & New Claim Live
9:41
New TPA & Claim
New TPA Agreement
Basic Information
TPA Name *
Allstate Insurance
Code
ALLST
Category *
Insurance
Contact Information
Contact Name
David Morrison
Email
claims@allstate-ohio.com
Phone
(330) 555-0311
Payment Terms
Payment Terms (Days)
30
Negotiated Rates
Uses negotiated pricing
New Claim
TPA Selection
SFARM - State Farm Insurance
State Farm Insurance
Contact: Jennifer Walsh · Net 30
Claim Information
Claim Number *
CLM-2026-0093
Policy Number
POL-993210
Date of Loss
03/01/2026
Estimated Amount ($)
8,500.00
Notes
Homeowner reports burst pipe in basement. Water intrusion affecting 400 sq ft.
TPA Requirements
Pre-approval required · Photos must be submitted · Moisture readings required
Rate Sheet & Submission Live
9:41
State Farm Insurance
Linked Rate Sheet
State Farm Water Mitigation Rates
Pricebook · 42 line items · Updated Mar 1
Rate Override Active
TPA rates override standard pricebook
Sample Rates
Water extraction $3.25/sqft
Drying equipment $85/day
Mold remediation $12.50/sqft
Emergency callout $250 flat
Rate Sheet Sync
Linked rate sheets auto-apply TPA-negotiated rates to new claims.
Submission Methods
Available Methods
Portal Email Fax Phone API
Preferred Method
Online Portal — fastest processing
Portal Turnaround
3–5 business days
Email Turnaround
7–10 business days
Portal Credentials
Portal URL
claims.statefarm.com/vendor
Account #
SF-VND-44892
Vendor ID
VN-3BIDS-0042
Requirements
Pre-approval required
Photos required
Moisture readings required
Scope of work document
Performance & Integration Planned
9:41
Performance & Integrations
KPI Dashboard
8
Active TPAs
12d
Avg Resolution
$142K
Open Claims
78%
Approval Rate
TPA Comparison
State Farm Top
18 claims 9d ▲ $62K 85%
American Home Shield
12 claims 14d ▼ $48K 72%
Midwest Property Mgmt
8 claims 11d $22K 82%
Integration Status
3 integrations
ServiceTitan Connected
Synced 5m ago · 1,247 records
QuickBooks Connected
Synced 1h ago · 892 records
Housecall Pro Error
Last sync failed 2h ago · Auth token expired
Recent Activity
ServiceTitan sync completed
1,247 records · 5 min ago
Housecall Pro sync failed
Auth token expired · 2 hours ago
12 new TPA records imported
ServiceTitan · 3 hours ago
1 TPA Command Center
2 Claims Dashboard
3 Claim Detail
4 New Claim
5 TPA Detail + Claims
6 Performance Report
7 Integration Hub
TPA Command Center Live
https://app.3bids.io/contractor/tpa
3BidsThird Party
TPA Operations
Dashboard ⌘1
Agreements ⌘2
Claims ⌘3
New Claim ⌘N
Tools
Receivables ⌘4
Analytics ⌘5
Settings ⌘,
MK
Mike Kowalski
Contractor

TPA Command Center

8 Active TPAs · 47 Claims
8
Active TPAs
47
Total Claims
$142K
Collected
$28.5K
Outstanding
Active TPAs
8 total
State Farm Insurance
14 claims · $48.2K collected
Insurance
American Home Shield
8 claims · $22.1K collected
Warranty
Midwest Property Mgmt
5 claims · $15.8K collected
Prop Mgmt
Recent Claims
#CLM-0089 approved — $4,200
State Farm · 2 min ago
New claim #CLM-0092 submitted
State Farm · 15 min ago
#CLM-0076 paid — $6,850
AHS · 1 hour ago
Outstanding Receivables
$28,450
State Farm — 3 invoices
Due: Net 30 · $14,200
AHS — 2 invoices
Due: Net 45 · $10,800
Midwest PM — 1 invoice
Due: Net 30 · $3,450
Claims by Provider
Claims Dashboard Live
https://app.3bids.io/contractor/tpa/claims
3BidsThird Party
TPA Operations
Dashboard ⌘1
Agreements ⌘2
Claims ⌘3
New Claim ⌘N
Tools
Receivables ⌘4
Analytics ⌘5
Integrations ⌘6
MK
Mike Kowalski
Contractor

Claims Dashboard

Search claims...
47
Total
12
Active
6
Invoiced
$142K
Collected
$28.5K
Outstanding
All Pending Approved In Progress Invoiced Paid
All TPAs
Last 30 Days
Claim #
TPA
Policy
Status
Est.
Date
#CLM-2026-0092
State Farm
POL-882341
Pending
$7,200
Mar 5
#CLM-2026-0089
State Farm
POL-771204
Approved
$4,200
Feb 28
#CLM-2026-0076
AHS
AHS-990128
Paid
$6,850
Feb 14
#CLM-2026-0068
Midwest PM
Unit 204-B
Invoiced
$3,450
Feb 8
#CLM-2026-0058
State Farm
POL-660891
Denied
$3,400
Jan 20
Claim Detail Live
https://app.3bids.io/contractor/tpa/claims/CLM-2026-0092
3BidsThird Party
TPA Operations
Dashboard ⌘1
Agreements ⌘2
Claims ⌘3
New Claim ⌘N
Tools
Receivables ⌘4
Analytics ⌘5
Integrations ⌘6
MK
Mike Kowalski
Contractor

#CLM-2026-0092

Pending
State Farm Insurance
SFARM • POL-882341
Date of Loss
Feb 28, 2026
Internal Ref
INT-3B-0092
Created
Mar 5, 2026
Financial Summary
$7,200
Estimated
—
Approved
—
Invoiced
—
Paid
Notes
TPA Notes
Water damage claim from burst pipe. Pending adjuster visit scheduled for Mar 8. Pre-approval required before any remediation begins.
Internal Notes
Emergency extraction completed. Waiting for adjuster before starting dryout. Moisture readings documented daily.
Linked Job
Water Damage Restoration
742 Elm St • In Progress
Claim Timeline
Pending Approval
Mar 5 • 11:00 AM
Approved
In Progress
Pending Invoice
Invoiced
Paid
TPA Contact
Contact
Jennifer Walsh
Phone
(330) 555-0142
Email
claims@statefarm-ohio.com
Quick Actions
New Claim Form Live
https://app.3bids.io/contractor/tpa/claims/new
3BidsThird Party
TPA Operations
Dashboard ⌘1
Agreements ⌘2
Claims ⌘3
New Claim ⌘N
Tools
Receivables ⌘4
Analytics ⌘5
Integrations ⌘6
MK
Mike Kowalski
Contractor

New Claim

TPA Selection
Third Party Administrator *
SFARM - State Farm Insurance
State Farm Insurance
Contact: Jennifer Walsh • Payment: Net 30
Claim Information
Claim Number *
CLM-2026-0093
Policy Number
POL-993210
Date of Loss
03/01/2026
Internal Reference
INT-3B-0093
Financial
Estimated Amount ($)
8,500.00
Enter the estimated claim amount. You can update this as the claim progresses.
Notes
TPA Notes
Homeowner reports burst pipe in basement. Water intrusion affecting 400 sq ft. Emergency service dispatched same day.
Internal Notes
High priority — homeowner is elderly and needs fast turnaround. Adjuster visit scheduled for Mar 4.
Job Selection
Job ID *
j5793kd2m8n4pq01
Enter the Convex job ID or search by address to link this claim.
Water Damage Restoration
742 Elm St • In Progress
TPA Requirements
Pre-approval required before starting work
Photos must be submitted with claim
Moisture readings required
Summary
TPAState Farm Insurance
Claim #CLM-2026-0093
PolicyPOL-993210
Estimated$8,500.00
Jobj5793kd...pq01
TPA Detail + Claims Live
https://app.3bids.io/contractor/tpa/state-farm
3BidsThird Party
TPA Operations
Dashboard ⌘1
Agreements ⌘2
Claims ⌘3
New Claim ⌘N
Tools
Receivables ⌘4
Analytics ⌘5
Integrations ⌘6
MK
Mike Kowalski
Contractor

State Farm Insurance

SFARM
Claims Summary
14
Total
3
Pending
2
Invoiced
$48.2K
Collected
Contact
Contact
Jennifer Walsh
Phone
(330) 555-0142
Email
claims@statefarm-ohio.com
Payment & Submission
Terms
Net 30 days
Method
Online Portal
Account #
SF-VND-44892
Claims for State Farm
14 total
All Pending Paid
Claim #
Policy
Status
Amount
Date
#CLM-2026-0092
POL-882341
Pending
$7,200
Mar 5
#CLM-2026-0089
POL-771204
Approved
$4,200
Feb 28
#CLM-2026-0076
POL-661020
Paid
$6,850
Feb 14
#CLM-2026-0061
POL-550192
Pending
$3,100
Jan 30
TPA Performance Report Planned
https://app.3bids.io/contractor/tpa/performance
3BidsThird Party
TPA Operations
Dashboard ⌘1
Agreements ⌘2
Claims ⌘3
Performance ⌘4
Tools
Integrations ⌘5
Settings ⌘,
MK
Mike Kowalski
Contractor

TPA Performance Report

Last 30 Days
Last 90 Days
YTD
8
Active TPAs
$142K
Open Claims
12d
Avg Resolution
78%
Approval Rate
TPA Comparison
TPA
Claims
Resolution
Payout
Approval
State Farm
18
9d ▲
$62K
85%
AHS
12
14d ▼
$48K
72%
Midwest PM
8
11d
$22K
82%
First Choice
5
16d
$10K
68%
Claims Trend
Integration Hub Planned
https://app.3bids.io/contractor/tpa/integrations
3BidsThird Party
TPA Operations
Dashboard ⌘1
Agreements ⌘2
Claims ⌘3
Performance ⌘4
Tools
Integrations ⌘5
Settings ⌘,
MK
Mike Kowalski
Contractor

Integration Hub

3 Connected
ServiceTitan
Connected
1,247
Records
5m ago
Last Sync
QuickBooks
Connected
892
Records
1h ago
Last Sync
Housecall Pro
Error
0
Records
Failed
Last Sync
Sync Log
Last 24h
ServiceTitan sync completed
1,247 records · 5 min ago
Success
QuickBooks sync completed
892 records · 1 hour ago
Success
Housecall Pro sync failed
Auth token expired · 2 hours ago
Failed
12 new TPA records imported
ServiceTitan · 3 hours ago
Import
Active Alert
Housecall Pro Authentication Expired
The OAuth2 refresh token for Housecall Pro has expired. Re-authenticate to resume automatic syncing of job and customer records.
Available Integrations
Xactimate
Estimating & claims pricing
CompanyCam
Photo documentation sync

Data Architecture

Schema tables, queries, mutations, and status flows that power the TPA system.

Source Files

index.tsx
TPA List — summary, filters, search, cards
screen
[id].tsx
TPA Detail — contact, claims, terms, requirements
screen
new.tsx
Create/Edit TPA Form
screen
claims/index.tsx
Claims List — multi-TPA, status filters
screen
claims/[claimId].tsx
Claim Detail — timeline, financials, modal
screen
claims/new.tsx
New Claim Form — TPA select, requirements
screen

Convex Queries

listTPAs
Filter by category, active status. Returns all TPA records with summary counts.
query
getTPA
Single TPA with all fields — contact, submission method, terms, requirements.
query
getClaimsSummary
Totals by status, amounts (total paid, outstanding). Powers summary stats.
query
listClaims
Filter by TPA, status, limit. Supports multi-TPA and status tabs.
query
getClaim
Single claim with TPA name, timeline timestamps, financial details.
query

Convex Mutations

createTPA
All TPA fields (name, category, contact, submission, terms, requirements).
mutation
updateTPA
Partial update by tpaId. Supports any combination of fields.
mutation
deactivateTPA
Soft delete (sets isActive = false). Preserves historical data.
mutation
createTPAClaim
Link to TPA + job, claim #, policy, financial estimates. Validates TPA requirements.
mutation
updateClaimStatus
Status transition + amount updates + notes. Enforces valid transitions.
mutation

Claim Status Flow

pending_approval → approved → in_progress → pending_invoice → invoiced → paid
Terminal: denied disputed closed

Key Design Decisions

Contractor Palette
Terracotta accent, IconCircle styles B/D/F/G + semantic J/K/L
Financial Urgency
Outstanding receivables alert uses IconCircle J (warning tint)
Timeline States
Success (completed), terracotta (current), cream (future) dot states
Terminal Statuses
Denied/disputed/closed shown below timeline with dedicated indicator
Modal Pattern
Status update via bottom-sheet modal — keeps context while editing
Tip Card Pattern
Requirements reminder uses tip-D (warning) left-border card pattern