Pre-Construction Workflow
- 1Lead submits lot details
- 2Automated feasibility checklist sent to client
- 3Internal task created for site visit
- 4Discovery call booked via calendar link
Systems for Home Builders
Custom Build Automation and Client Management
The business model for custom home builders runs through complex, long-term construction contracts and project management fees. The costliest gaps tend to show up during pre-construction delays, forgotten change order approvals, and the friction of managing sub-contractor schedules against homeowner expectations.
Construction & Trades
- Selection Deadline Reminders
- Change Order Approval Portal
- Site Update Automation
- Draw Request Notifications
- Sub-Contractor Dispatch
Also for: Custom Home Builders
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
Capture lead details and lot locations from the website or referral sources.
- 02
Pre-Construction
Coordinate feasibility studies, land surveys, and initial architectural consultations.
- 03
Design and Permitting
Manage the back and forth of floor plan revisions and municipal permit filings.
- 04
Selections
Guide homeowners through choosing finishes, fixtures, and materials to prevent delays.
- 05
Groundbreaking
Formalize the construction schedule and trigger the first draw payment request.
- 06
Active Build
Provide regular site updates and manage change orders through the framing and mechanical phases.
- 07
Closing
Conduct the final walkthrough and complete the punch list for certificate of occupancy.
- 08
Warranty
Track and resolve post-move-in service requests during the structural warranty period.
Where it leaks
Common problems for home builders.
01
Selection Bottlenecks
Homeowners often stall the project by not choosing tiles or cabinetry on time. Automated reminders ensure they meet deadlines so the critical path of the build is not compromised.
02
Change Order Friction
Verbal changes on the job site often go unbilled or cause disputes later. A formal digital sign-off process ensures every modification is documented and approved before work begins.
03
Sub-Contractor Silence
Communication gaps with trade partners lead to dry runs and scheduling conflicts. Centralized SMS and email coordination keeps framing, plumbing, and electrical crews aligned.
04
Lead Leakage
High-value prospects are lost when inquiries for custom builds are not answered immediately. Instant response systems capture the interest of serious buyers the moment they reach out.
05
Warranty Tracking
Post-closing requests via text and personal email are hard to track and hurt your reputation if forgotten. A dedicated portal organizes service calls to maintain professional relationships.
What LATTICE can build
Systems built around how you work.
Selection Deadline Reminders
Automated sequences notify clients weeks before a choice is due to keep the supply chain moving.
Change Order Approval Portal
Clients receive a text link to review and digitally sign for price adjustments on the spot.
Site Update Automation
Send weekly progress photos and milestone updates to homeowners automatically to reduce inbound calls.
Draw Request Notifications
Trigger payment reminders to clients or lenders as soon as a project milestone is marked complete.
Sub-Contractor Dispatch
Notify trades of their scheduled start dates and provide site access codes via automated SMS.
Punch List Tracker
A centralized dashboard for the superintendent to mark items finished and notify the owner instantly.
Warranty Claim Portal
Homeowners submit issues through a structured form that categorizes urgency and tracks resolution.
Example systems
What it looks like in practice.
Selection Management
- 1Milestone: Framing Complete triggered
- 2Automated email sent for final lighting selections
- 3SMS reminder 48 hours before deadline
- 4Task created for procurement once signed
Post-Handover Warranty
- 1Client submits HVAC issue in portal
- 2Superintendent notified via mobile app
- 3HVAC sub-contractor alerted for service
- 4Client updated on scheduled arrival time
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from home builders
How does this manage change orders?
When a change is requested on-site, you can trigger a digital document that outlines the cost and schedule impact. The homeowner signs via their phone, and the system logs the approval and notifies the bookkeeper to update the budget.
Can it help with client anxiety during a long build?
Yes, by setting up automated weekly updates, clients feel informed even when nothing visible is happening, such as during the permitting or curing phases. This reduces the number of frantic phone calls to your personal number.
Will this work for both spec builders and custom builders?
While the workflows differ, the system adapts. Spec builders might focus more on marketing and open house leads, while custom builders use it more for selection management and client hand-holding.
Can I use this to coordinate with my subcontractors?
Absolutely. You can set up automated alerts that notify your trades when the job site is ready for their specific phase, reducing the time you spend playing phone tag with various crews.
How are warranty items handled after the move-in?
We build a structured intake process so homeowners can report issues without texting you directly. This allows you to review, assign, and track the progress of repairs in a professional manner.