gopher

set up phases (milestones)

long builds break into phases — design approval, materials ordered, frame complete, finishing, delivery. each phase has a target date so you can see if the build is on or off track.

3 steps~2 min

1
open the project, click the milestones tab
this is where the phase list lives.
2
add each phase with a target date
the typical pattern: design approval → materials ordered → frame complete → finishing → delivery. add what fits the build — there's no fixed template.
3
mark each one done as you finish
the customer sees the phase progress in their yaupon portal — they always know where the build is without calling to ask.
tip
add a phase for "design approval" even if it feels lightweight. that's the milestone that shifts financial risk — once they sign off, scope changes are change orders, not free rework.

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set up phases (milestones)

open the project, click the milestones tab

add each phase with a target date

mark each one done as you finish

still stuck?

more in gopher

start your first project

build the materials list

set up a deposit + draw payment schedule