Client Milestone Photo & Status Update System
A done-for-you construction automation built for the Client Relations Coordinator, connecting Twilio so the work below happens on its own.
What this automation does, step by step
At each major project milestone (foundation poured, framing complete, drywall up, final walkthrough scheduled) the field team snaps a few photos and marks the milestone complete in the project management system, and the client automatically receives a text with those photos and a short status update within minutes.
The message includes the percentage of the project now complete and the next milestone to expect, so clients aren't left guessing about progress between site visits or biweekly calls.
The client relations coordinator can see exactly which milestone messages have gone out for every active job from a single dashboard, and callback volume from anxious clients checking on progress drops noticeably once photo updates start arriving on their own.
- Zapier or Make.com
- Procore or Buildertrend
- Twilio (milestone photo texts)
- Google Drive (photo storage)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a client relations coordinator spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
Often built alongside this one
Warranty Expiration Follow-Up System
Every completed project is logged with its warranty start date, and as each project approaches the end of its one-year (or manufacturer-specified)…
Case Status Update Text System
As a matter moves through its key stages, filing, discovery, mediation, settlement, or a trial date being set, this automation fires a…
Client Document Request & Reminder Loop
At tax season or the start of any engagement requiring client documents, this automation automatically sends a checklist of exactly what's needed…
Post-Engagement Review Request
Once a filing, case, or policy is marked complete in the system, the client automatically receives a request to leave a review a few days later…
Secure Document Vault Review Reminder
Documents stored in a client's secure vault, wills, insurance policies, trust documents, are automatically flagged with review dates, prompting a…
Past Client Home-Anniversary Check-In System
On the exact anniversary of a client's home purchase, the automation automatically sends a personalized check-in email that includes a current…