Home building is complex, but your project management system doesn’t have to be. With countless moving parts across every build—from permitting and procurement to inspections and walkthroughs—it’s easy for things to get lost in the shuffle.
Builder Trend is a popular project management tool for builders, but if you are considering - or already using - HubSpot you might be able to simplify your technology and save money by using HubSpot's Ticket pipeline.
Originally designed for customer service, Tickets can be easily adapted to fit the construction process, giving your team a clear, organized way to track every home you’re building. Whether you’re managing five homes or fifty, the result is more efficient workflows, better visibility, and a smoother experience for both your team and your clients.
Here’s how home builders can customize HubSpot’s Ticket pipeline to fit their construction process—and why it works.
Creating a Custom HubSpot Pipeline That Matches Your Build Process
HubSpot Ticket pipelines are fully customizable, allowing you to align them with the key phases of your construction projects. Each Ticket represents an individual home build and moves through the pipeline as the project progresses.
A common structure might look like:
- Pre-Construction: Client onboarding, permitting, financing
- Foundation & Framing: Site prep, foundation, framing
- Mechanical & Rough-In: Electrical, plumbing, HVAC installation
- Interior & Exterior Work: Drywall, flooring, painting, roofing, siding
- Final Inspection & Closeout: Final walkthrough, punch list, approvals, documentation
This gives your operations team a centralized, easy-to-follow system for tracking where each project stands at any given moment.
HubSpot Tools That Help Home Builders Manage Projects More Efficiently
Once your pipeline is in place, HubSpot offers tools to automate, track, and improve the way your team works. Here’s a breakdown of the tools home builders find most valuable—and how to put them to use.
- Automated Workflows: Set up workflows to automatically move Tickets forward when tasks are completed and send notifications to the next team or subcontractor involved in the build.
- Custom Properties: Add project-specific fields like square footage, lot number, build type, estimated completion date, or materials needed so your Tickets carry all the critical info in one place.
- Forms: Use HubSpot forms to collect details from clients, keeping communication streamlined and avoiding back-and-forth emails.
- Task Assignment & Reminders: Automatically assign tasks to project managers or trade partners at each phase, and set reminders for things like inspections, material orders, and permit follow-ups.
- Service Level Agreements (SLAs): Establish time-based goals for how long a project should remain in each pipeline stage. You’ll be able to spot delays early and keep builds on schedule.
- Dashboards & Reporting: Create real-time dashboards to track active projects, identify bottlenecks, and analyze build timelines across different teams or phases.
- Communication Logging: Keep a centralized record of all project-related emails, calls, and notes within each Ticket so anyone can pick up where another team member left off.
Benefits of Using HubSpot Tickets for Home Builders
Using Tickets in this way transforms HubSpot from a sales and marketing platform into a powerful operational tool—one that brings clarity and control to your entire construction process.
Here’s a closer look at the benefits:
- Centralized Project Visibility: It’s easy to lose track of where each project stands, especially when you're managing multiple builds across different locations. HubSpot’s Ticket pipeline gives your entire team a clear, visual status of every home in progress. No more digging through emails or spreadsheets to find out what’s next.
- Stronger Accountability Across Teams and Vendors: Assigning tasks manually or through one-off messages can lead to missed deadlines or confusion. With task automation and stage-based workflows, each team member or subcontractor knows exactly what needs to happen and when, keeping the entire project on schedule.
- Smoother Internal and External Communication: Between clients, contractors, and internal stakeholders, communication can easily become fragmented. HubSpot’s communication logging and shared notes ensure everyone stays on the same page, and anyone can jump into a project with full context.
- Faster, Data-Driven Decision Making: HubSpot dashboards give you access to real-time insights so you can track delays, measure project timelines, and improve efficiency. Whether you're allocating labor, adjusting timelines, or evaluating vendor performance, the data is already there to support your decisions.
- A More Professional Client Experience: Your clients expect transparency and proactive communication. With everything organized in HubSpot, you’re better equipped to respond quickly to client questions, provide updates, and deliver a high-touch, professional experience that sets you apart.
Want to Set Your HubSpot Portal Up for Success?
If you're a home builder looking to streamline project management, improve communication, and get better visibility into your builds, HubSpot can be a powerful solution—when it’s set up the right way.
At Nextiny, we help builders configure their HubSpot portals to match their construction process, from Ticket pipelines and task automation to reporting and communication tools. Ready to take the next step? Explore our HubSpot services to see how we can support your team.
