The customer's open tab keeps up with the builder

Payment stages, specs, colours, milestones, contract status and the builder's gates all refresh on the customer's page without a resend or a reload.

What it is

A set of polls tuned per surface. The estimate refreshes its live fields every ten seconds, the dashboard refreshes project data every ten, the contract hold polls every six, and the project-start hold polls the load API every six so the dashboard reveal feels near-instant.

Also called: do I have to resend the quote · live updates · customer sees my edits

See it, piece by piece
01

Fix a number and it reaches the tab they already have open

A customer sitting on their quote while you corrected a price over the phone kept reading the old figure until they thought to refresh, and talking somebody through a refresh mid-call is an awkward way to close. The estimate re-reads its live fields about every ten seconds — payment stages, spec rows, colour picks and colour restrictions — so the correction lands on the page they already have open. No resend, no second link, and no explaining why they now hold two versions.

Payment Schedule

Payment Schedule

Payments are tied to build milestones, so you only pay as work progresses.

1
Down (30%)$28,004.55
2
Delivery (60%)$56,009.10
3
Final (10%)$9,334.85
Change a stage percentage on your side and this table redraws on theirs. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
02

A warning you resolved comes off their screen too

When you withdraw a colour restriction or delete an override note, the page is told the entry is now empty rather than simply not told about it. Sending only what still exists left a resolved warning triangle stranded on the customer's quote after the reason for it was gone. A stale warning on the document you are asking somebody to sign costs more than the problem it was about.

03

Hold screens turn themselves into the real page

While a customer waits for you to start their build, the page checks every six seconds and swaps itself for the live dashboard within seconds of your click — same address, same bookmark, no second email to find. The agreement works the same way: while the contract is still with you they sit on a preparing-your-agreement screen that becomes the signing view the moment you send it. Each poll runs only in the state that needs it and stops as soon as the gate opens.

Live Project Dashboard
Cedar Hollow
Cedar Hollow Builders
Live Project Dashboard
Zimmerman Equipment Barn
Marla Zimmerman Approved Live
Underway now
Framing
Next milestone
Trusses Up
1184 Quarry Ridge Rd, Seneca, KS 66538
Build progress
60% · 21/35 milestones
Permitting
Dirt Work
Concrete
Materials
Framing
Siding & Roofing
Final Payment
What appears in place of the hold, without a reload. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
04

Build progress is never served from a cache

The dashboard asks for project data with caching switched off, because a cached answer defeats the entire point of a live view. A customer checking at nine on a Sunday night sees the checkpoint your crew ticked at four that afternoon, not a copy of the page from Thursday.

05

The refresh cannot undo a choice they just made

A colour the customer picked seconds ago is held against the next refresh instead of being reverted to the value the server had before the pick landed; the following pass reconciles it. Without that guard the poll took a fresh selection straight back off the page, which reads to the buyer as software that did not accept their answer.

How it works
  1. 1The estimate poll merges live payment stages, custom specs, raw answers, colours and colour restrictions
  2. 2Override and restriction blobs are always carried, even when empty, so cleared entries clear on screen
  3. 3The dashboard fetches with no-store, because a cached response defeats the point of a live view
  4. 4Hold polls only run in the state they are needed and stop as soon as the gate flips
  5. 5Gate flags refresh on the link record and flow through a merge effect to the render switch
Why we built it

A customer sitting on their quote while the builder corrected a price over the phone kept looking at the old number until they thought to refresh, which is an awkward thing to talk someone through mid-call. Open pages pick up changes within about ten seconds — estimate edits, colour decisions, build progress. Cleared items are pushed as explicitly cleared rather than simply left out, or a warning the builder had already resolved would linger on the customer's screen after it was gone.

The problem
  • Resending a quote for every small correction
  • Customers reading a stale document
  • Cleared warnings and notes persisting on the customer's screen
Sound familiar?
What you get
Corrections reach an open tab in seconds
The dashboard reveals itself the moment the builder starts the project
No resend, no reload, no new link

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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