The customer's view stays in step

Every schedule edit re-publishes the project's phase list so the customer's portal never shows a stale plan.

What it is

A phase mirror written on every project change — stage ids, types, names, start days, durations and checkpoints — keyed by the design job id so the customer's link can find their project.

Also called: customer dashboard · client portal progress · customer can see the schedule

See it
The customer's view stays in step
🔒ridgelinepostframe.com/project/custom837
30×40 Garage
Framing · on schedule
Side-by-side of a stage being dragged in the office and the customer portal's phase list updating — GanttChart.tsx syncProjectPhases. Sample data — no customer information appears here.
How it works
  1. 1syncProjectPhases runs after adding a phase, reordering, shifting the start date, changing the end date, editing a stage, reflowing, and changing a stage's status
  2. 2It includes the design job id where the project has been linked, and writes without it otherwise
  3. 3A cursor over the project's stage events lets the portal poll conditionally, advancing only when something a customer could see actually changed
Why we built it

A customer opening their portal could see a single phase on a build that had twelve: if a status change happened before any other schedule edit, the portal fell back to showing only the stages that had been touched. The customer's view of their own build was a fragment, and it made the builder look like he was withholding something when he was not. The full phase list is pushed to the portal on every schedule change.

The problem
  • Customers seeing a stale or partial plan
  • Update calls to the office
Sound familiar?
What you get
Customer view matches the office view automatically
Fewer status calls

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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