Create Your Own Custom Milestones!
Sample Milestones for Custom Builders
DMM Flexibility for Custom Home Builders
Dynamic Milestone Manager (DMM) is a highly adaptable tool designed to meet the unique needs of custom home builders, regardless of payment structure. Whether managing a cash client or one with financing, DMM empowers builders with a streamlined process that accounts for every detail, from initial consultation to final handover. With customizable milestones, key fields, and timelines tailored to each client’s specific needs, DMM ensures clear visibility and efficient management of each project phase. This flexibility helps home builders stay on track, meet deadlines, and consistently exceed client expectations, all while improving operational transparency and reducing costly delays.
“Success is the sum of small efforts, repeated day in and day out.”
Sample Milestones for Custom Home Builders
Milestone: Initial Consultation & Design Agreement
Key Fields:
Consultation Date
Client's Design Preferences Documented?
Design Agreement Signed?
Estimated Budget Confirmed?
Initial Timeline Established
Milestone: Contract Signing & Deposit Received
Key Fields:
Contract Signed?
Deposit Received?
Finalized Scope of Work?
Estimated Project Start Date Confirmed
Milestone: Construction Start & Foundation
Key Fields:
Permits Acquired?
Site Preparation Completed?
Foundation Laid?
Initial Construction Milestones Achieved?
Milestone: Framing & Major Structural Work
Key Fields:
Framing Complete?
Structural Inspections Passed?
Roofing Installed?
Windows & Doors Delivered?
2nd Payment Received?
2nd Payment Received Date
Milestone: Interior & Exterior Finishing
Key Fields:
Drywall Completed?
Painting & Finishing?
Fixtures Installed?
Flooring Completed?
Final Inspections Passed?
Milestone: Final Walkthrough & Handover
Key Fields:
Final Walkthrough Scheduled?
Client Approval Confirmed?
Final Payment Received?
Warranty Information Provided?
Handover Completed?
Milestone: Initial Consultation & Design Agreement
Key Fields:
Consultation Date
Design Preferences Documented?
Design Agreement Signed?
Initial Deposit Received?
Estimated Project Timeline Established
Milestone: Financing Approval & Contract Signing
Key Fields:
Loan Pre-Approval Received?
Financing Terms Confirmed?
Contract Signed?
20% Down Payment Received?
Finalized Scope of Work Documented
Milestone: Construction Start & Site Preparation
Key Fields:
Permits Approved?
Site Cleared & Prepared?
Foundation Laid?
Construction Start Date Confirmed
Milestone: Framing & Structural Work
Key Fields:
Framing Completed?
Structural Inspections Passed?
Roofing & Windows Installed?
First Draw Payment Processed?
Milestone: Interior & Exterior Finishing
Key Fields:
Drywall Completed?
Interior Finishes Installed (Paint, Flooring, etc.)?
Plumbing & Electrical Inspections Passed?
Final Inspections Scheduled?
Milestone: Final Walkthrough & Handover
Key Fields:
Final Walkthrough Completed?
Client Approval Secured?
Final Payment Due?
Warranty Documentation Provided?
Handover Date Confirmed?
Unlock Efficiency and Precision with DMM
In the world of custom home building, every project is unique—but your process doesn’t have to be chaotic. Dynamic Milestone Manager (DMM) provides a structured yet flexible framework that adapts to your workflow, whether you're managing cash clients, financed projects, or complex custom builds. By tracking every key milestone with precision, DMM ensures seamless communication, reduces delays, and enhances client satisfaction. With real-time visibility into every stage—from initial consultation to final walkthrough—you can eliminate inefficiencies and focus on delivering high-quality homes on time and on budget.
Don’t leave your success to chance. Start your free trial today and experience the power of DMM for yourself!