Operations · simulation
Project status updates
Customers call because the last update was a conversation, not a message they can reread.
The preview drafts the customer email from the phase, percent, and notes, and shows it before anything would be sent.
Simulation only. Buttons on this page do not send email, create records, or change QuickBooks, Microsoft 365, Google Workspace, or any other system.
Workflow sequence
- 01
Someone records the phase
- 02
A customer note is drafted
- 03
A delay also flags the owner
- 04
The update is logged
Sample phases
Sample data| Phase | Customer email | Owner copy | Status |
|---|---|---|---|
| In progress | Prepared | No | Routine |
| Delayed | Prepared | Yes | Owner flagged |
| Complete | Prepared | No | Closed |
Sample project update
Fictional job. The draft stays on this page.
Every update prepares a customer email. Delayed also prepares an owner copy. A weekly nudge applies in a real build if a job has no update for 7 days.
Preview log
ReadySystem actions inside this simulation
Update accepted
Sample form
Email drafted
Your template, sample data
Customer copy prepared
Not sent
Owner copy
Only when delayed
Audit line
Kept in this preview
| Time | Event | State |
|---|---|---|
| Run the preview to see the sequence. | ||
What a typical implementation includes
Automation Starter · $2,500
What a typical implementation includes
The live demo described about four hours a week of “where’s my project?” calls. That is not a measured result.
- A short status form: phase, percent, and notes a customer can read
- A branded email on each update
- An owner copy when the phase is Delayed
- A nudge when an active job has no update for 7 days
- A log of who sent what, plus documentation and a 30-day adjustment window
Quoted separately: A customer portal, text messages, or a sync with Procore or Buildertrend.
Scoped add-on
Integrations that cost extra
Direct connections are quoted after we see the system. An export or a spreadsheet is not the same thing as a native integration.
- A text for a few large jobs
- A photo link in the email
- Pull the phase from the project tool you already use
- Stop the nudge when the customer replies
- A list of jobs overdue for an update