The construction of your process is a lengthy process with various phases, from option to handover. Continuously inform your customers about the milestones already achieved and the steps that follow.
The image below shows how these milestones are presented to customers.
The milestones are linked to a progress bar. The line and the dots color in as the construction progresses. Because the milestones are part of the dashboard, your client always sees which phase is currently active.
If there are many milestones, the first and/or last milestones are grouped. By 'hovering' over them (moving the mouse), all milestones are displayed separately.
Creating milestones
Navigate to the Milestones functionality.
Click on '+ New Milestone'.
Give the new milestone a clear name.
Click on '+ Create Milestone'.
Editing milestones
Click on the three bullets in the top right corner and select Edit. You can now:
Edit the name of one or more milestones.
Edit the order of the milestones using the arrows.
Delete milestones.
Don't forget to save your changes afterwards!
Units (Only for projects with multiple units)
Via Units, you get a handy overview of which Units are in which Milestone. This way, you can also easily change the Milestone of one or more units.
Adding Unit (s) to a Milestone
To add Units to a milestone, you can proceed in two ways:
Select 'Edit Units' next to the milestone you wish to add Units to.
2. Go to Units, select the units for which you wish to edit the milestone, and click on 'Change Milestone'. (Only for Projects with multiple Units)*
Ready to take the customer experience to the next level? With Milestones, you give your home buyers the clarity and peace of mind they deserve during the construction process.
Get started today with creating and personalizing your own milestones, and see how your customers' satisfaction increases!