Customer project status updates Ready

PM submits a status change — customer gets a branded update email, owner alerted on delays, every touch logged.

Replaces status meetings that exist because nobody trusts the tracker.

Active projects

ProjectCustomerPhaseLast update
PRJ-1042Rivera ResidenceIn progressToday 9:12 AM
PRJ-1038Valley Church remodelInspectionMon
PRJ-1031Bluegrass Retail build-outDelayedLast week

Microsoft Forms — PM status update

Submit customer-facing update

Project Status · Acme Construction LLC
Rules: Every submit → customer email · Phase = Delayed → owner copy · All updates logged · Weekly nudge if no update in 7 days
Project marked delayed — owner gets a copy and follow-up task.

Status update sent

Automation run

Actions executed

  • Status validatedPM form accepted
  • Email draftedBranded customer template
  • Customer notifiedStatus email sent
  • Owner escalationDelayed projects only
  • Audit logProject_Status_Log row
TimeEventStatus

This page is an interactive preview. Starter delivery wires the workflow to your forms, email, and project sheet — tools you already own.

What's included — Starter

$2,500 fixed
~4 hrs/week saved on "where's my project?" calls

Stops customers from calling because nobody sent an update since last Tuesday.

  • PM status form — phase, % complete, customer-facing notes
  • Branded customer email — sent on every status change
  • Delayed flag — owner copy when phase = Delayed
  • Weekly PM nudge — if active project has no update in 7 days
  • Audit log — project, phase, timestamp, who sent
  • Handoff doc + 30-day tweak window

Not included on day one: Customer portal, SMS updates, or Procore/Buildertrend sync.

Book a consult →

If you want us to go further

Scoped add-on

Connect deeper once updates are going out and you see call volume drop.

  • SMS touch — Twilio status ping for high-value jobs
  • Photo attach — SharePoint link embedded in customer email
  • Procore / Buildertrend — pull phase from your PM tool
  • Customer reply tracking — stop weekly nudge when they respond
  • Owner dashboard — projects overdue for an update

Each integration is quoted separately after we see your stack.