Overview
Give reserved and assigned customers relevant project progress without forcing them to switch systems.
Problem
Customers care about project progress, but updates often live in a separate project system and never connect cleanly to the customer relationship record.
Solution
HomeBridge links reserved and assigned property records to ProjectBoard so project milestones, progress reports, and customer-visible construction updates appear in context.
How it works
Mapped updates can be displayed inside the property timeline or summary view. Teams can choose which updates are customer-visible, while HomeBridge continues to own the relationship context and next-step state.
Who is this for
Expected outcomes
- Better customer confidence through visible project progress
- Less back-and-forth about construction milestones
- One contextual timeline for both relationship and project events
Key metrics
Project update enquiry volume
100 %
40 %
Customer view rate of published updates
12 %
70 %
Milestone visibility satisfaction
5 score/10
9 score/10
Gallery
Downloads & templates
Case studies
Lakefront Estates connects build milestones to customer records
The business reduced customer uncertainty by linking visible construction updates to assigned-property records.
Security impact
- Project-linked timeline references, customer-visible milestones, property-linked update metadata · PII: customer and business contact information
Compliance
- GDPR
- SOC2