Project Phases

Projects in Readybuild move through distinct phases as they progress from initial lead to completed job. Each phase has its own dedicated section within the project, accessible from the Project Phases dropdown in the project navigation.

Understanding Project Phases

Phase	Description
Sales	Lead tracking, proposals, appointments, and closing activities
Design	Design tasks, drawings, selections, and approvals
Production	Construction scheduling, daily logs, and progress tracking
Warranty	Post-completion warranty tracking and service requests

Phase Navigation

To access a project phase:

1. Open a project
2. Click on Project Phases in the navigation bar
3. Select the phase you want to view

note

Some phases may be disabled depending on your project type. For example, Design phase is only available for full projects, not change orders.

Phase Progression

Projects typically move through phases in order:

1. Sales Phase - Initial contact, estimating, and contract signing
2. Design Phase - Detailed design work and selection finalization
3. Production Phase - Active construction and project management
4. Warranty Phase - Post-completion support and warranty claims

However, phases are not strictly sequential—you can access any enabled phase at any time.

Related Topics

• Sales Phase - Managing the sales process
• Design Phase - Design tasks and approvals
• Production Phase - Construction management
• Warranty Phase - Post-completion tracking