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Construction Phase Tracking

Track construction progress through customizable phases for each property

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.

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 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 - Phase is finished
  • Skipped - Phase not applicable to this property

Setting Up Phase Templates

Creating Templates

Before assigning phases to properties, set up phase templates that define the standard construction stages for your builds:

  1. Go to Settings in the builder dashboard
  2. Click "Phase Templates" or navigate to /builder/settings
  3. Click "Load Defaults" to add standard construction phases (Foundation, Framing, Rough-In, etc.)
  4. Or click "+ Add Phase" to create custom phases
  5. Enter phase details:
    • Name - The phase name (e.g., "Foundation", "HVAC Rough-In")
    • Estimated Days - Typical duration for this phase
  6. Save the template

Managing Templates

  • Reorder phases - Drag the grip icon to change phase sequence
  • Delete phases - Click the trash icon (only if not used on any properties)
  • Edit phases - Update name or estimated days anytime

Assigning Phases to Properties

From Property Detail Page

  1. Navigate to a property in a subdivision
  2. Scroll to "Construction Phases" section
  3. Click "Assign Phases" or "Add Phases"
  4. Select phase templates to assign
  5. Set estimated completion dates (optional)
  6. Save - Phases appear on the property with "Not Started" status

Bulk Assignment

Assign phases to multiple properties at once from the subdivision detail page:

  1. Open a subdivision from /builder/subdivisions
  2. Select multiple properties using checkboxes
  3. Click "Assign Phases" in the bulk actions menu
  4. Choose phase templates to apply
  5. Confirm - Selected phases are added to all selected properties

Tracking Phase Progress

Updating Phase Status

  1. Open a property detail page
  2. Find the phase you want to update
  3. Click the status dropdown next to the phase name
  4. Select new status: Not Started, In Progress, Completed, or Skipped
  5. Status updates automatically - No save button needed

Setting Completion Dates

Track when phases are actually completed:

  1. Click "Edit" on a phase
  2. Enter actual completion date when marking Completed
  3. Or set estimated dates for planning purposes
  4. Save changes

Viewing Timeline

The Phase Timeline shows visual progress across all phases:

  • Color-coded bars - Green (Completed), Blue (In Progress), Gray (Not Started), Yellow (Skipped)
  • Chronological view - See which phases are done and what's next
  • Completion percentage - Overall property progress shown at the top

Dashboard Insights

Builder Dashboard Stats

Your builder dashboard shows phase-related metrics:

  • Phases Completed - Total completed phases across all properties
  • Houses In Progress - Properties with at least one phase In Progress
  • Phase Status Breakdown - Chart showing distribution of statuses

Subdivision-Level View

Each subdivision detail page shows:

  • Phase completion rates - Percentage of properties at each phase
  • Properties by status - Filter properties by phase progress
  • Timeline summaries - See which properties are on track

Tips

  • Use consistent phase names - Makes reporting and comparisons easier across subdivisions
  • Update phases regularly - Keep homeowners and contractors informed of progress
  • Skip phases when needed - Not every home needs every phase (e.g., custom upgrades)
  • Set realistic estimates - Use historical data to improve estimated days
  • Review completed phases - Track which phases consistently run over/under estimated days

Questions

Q: Can I change phase templates after assigning them to properties? A: Yes. You can edit phase template names and estimated days anytime. Changes to templates don't affect phases already assigned to properties - those remain independent records.

Q: What happens if I delete a phase template? A: You can only delete templates that aren't currently assigned to any properties. If the template is in use, remove it from all properties first, then delete the template.

Q: Can different properties in the same subdivision have different phases? A: Yes. Each property can have its own set of phases. You might have different floor plans or custom builds that require different construction stages.

Q: How do phases relate to contractor work? A: Phases track internal construction milestones. Contractor job requests and warranty work are tracked separately through the jobs system. You can reference phase status when requesting work from contractors.

Q: Do homeowners see phase information? A: Homeowners can see construction progress if you've enabled property visibility for them. This helps manage expectations and keeps them informed during the building process.

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