Construction Phase Tracking

Overview

Construction phase tracking helps builders monitor progress from foundation to final walkthrough. Assign phases to properties, track status (Not Started, In Progress, Completed, Skipped), set estimated completion dates, and maintain a clear timeline of construction milestones across all your subdivisions and standalone properties.

Understanding Construction Phases

What Are Phases?

Construction phases are the major stages of building a home - Foundation, Framing, Rough-In, Drywall, Finishes, etc. Each property in your subdivisions and standalone properties can have its own set of phases with individual statuses and timelines.

Phase Statuses

• Not Started - Work hasn't begun on this phase yet
• In Progress - Actively working on this phase
• Completed - This phase is finished
• Skipped - This phase doesn't apply to this property

Viewing Construction Phases

From Property Detail Page

1. Open a property from Builder > Properties
2. Click the "Phases" tab (between Overview and Punch List)
3. View all construction phases for this property with:
   • Phase name - Foundation, Framing, Rough-In, etc.
   • Status badge - Color-coded by current status
   • Assigned contractors - Who's responsible for each phase
   • Estimated completion - Target dates for each phase

Empty State

If no phases are assigned yet, you'll see a message with a link to Settings where you can:

• Create phase templates for your common build workflows
• Apply templates to properties to quickly set up phase tracking

Availability

Construction phases are visible on:

• Subdivision properties - Homes within your developments
• Standalone properties - Build-on-your-lot and custom projects

Setting Up Phase Templates

Creating Templates in Settings

Phase templates let you define standard construction workflows that can be applied to multiple properties:

1. Go to Settings > Construction Phases
2. Click "New Template"
3. Name your template (e.g., "Standard Single-Family Build")
4. Add phases:
   • Phase name (Foundation, Framing, etc.)
   • Default duration estimate
   • Default assigned contractor or trade
5. Set phase order - Drag to reorder phases
6. Save template

Applying Templates to Properties

1. Open a property detail page
2. Go to the "Phases" tab
3. Click "Apply Template" (if no phases exist yet)
4. Select your template from the list
5. All phases are created with default values
6. Customize as needed for this specific property

Managing Phases on Properties

Adding a Phase

1. Open a property and go to the Phases tab
2. Click "Add Phase"
3. Enter phase details:
   • Name: What phase this is
   • Status: Current phase status
   • Assigned contractor: Who's doing the work
   • Estimated completion: Target date
4. Save the phase

Updating Phase Status

1. Find the phase on the property's Phases tab
2. Click the status badge or edit button
3. Select new status: Not Started, In Progress, Completed, or Skipped
4. Status updates automatically with timestamp

Assigning Contractors

1. Open a phase for editing
2. Select contractor from your roster
3. Contractor is notified if they have a BlueClerk account
4. Phase shows assigned contractor in the Phases tab

Setting Completion Dates

1. Edit the phase
2. Set "Estimated Completion" date
3. Track progress against this target
4. Update as needed if timeline changes

Phase Reporting

Progress Overview

The Phases tab gives you a quick visual of construction progress:

• Color-coded status badges show what's done, in progress, or pending
• Contractor assignments show who's responsible
• Completion estimates help track timeline

Using Phases for Scheduling

Link phases to jobs and tickets:

• Create jobs for specific phases
• Track phase-specific work separately
• Schedule follow-up based on phase completion

Tips

• Set up templates first - Define your standard workflows once, apply to many properties
• Update phases regularly - Keep status current so your team knows what's happening
• Assign contractors early - Give everyone visibility into upcoming work
• Use estimated dates - Even rough targets help with planning
• Customize per property - Templates are a starting point; adjust as needed

Questions

Q: Can I use phases on standalone properties? A: Yes! Phases are now available on all properties, including standalone build-on-your-lot projects.

Q: What if I don't have phases set up yet? A: You'll see an empty state message with a link to Settings where you can create phase templates.

Q: Do phases integrate with punch lists? A: Yes - phases help organize when work happens, and punch lists track defects found during each phase.

Q: Can I skip phases that don't apply? A: Yes - set the phase status to "Skipped" for phases that aren't needed on a particular property.

Q: How do I see phases across all my properties? A: Use the Properties table and filter by phase status, or view individual property detail pages to see phase progress.