Use cases / Scheduling & Dispatch
Remodel Selections Deadline Reminders
Last updated
Short answer: Build a selections schedule from your project timeline and lead times, then have AI send friendly reminders before each deadline with links to the options. Late picks get escalated to the project manager. Clients know exactly what's due and why.
The problem: Remodels slip because clients haven't picked tile, fixtures, or cabinets by the date materials need to be ordered.
- Trades
- General Contracting & Remodeling
- Category
- Scheduling & Dispatch
- Difficulty
- Easy
- ROI lever
- Schedule slips from late selections
- Tools
- Google Sheets + ChatGPT Plus + Email or client portal
Tools and approximate pricing
- Google Sheets: Tracking list and status log. Price: Free with a Google account.
- ChatGPT Plus (or similar AI assistant): Drafting messages, summaries, and checklists. Price: $20/mo (ChatGPT Plus list price).
- Email or client portal (your CRM or project management tool): Sending reminders. Price: Varies.
Prices are public list prices as of 2026-10-20 where shown; otherwise they vary by plan and usage. Check the vendor's pricing page.
Workflow
- List every selection with its order-by date (install date minus lead time minus buffer).
- AI drafts a selections calendar for the client at kickoff.
- Reminders go out 14, 7, and 3 days before each deadline.
- Missed deadline: PM gets an alert and AI drafts a note explaining the schedule impact.
- Log final selections in the project file.
Starter prompt
What to measure
FAQ
How do I set order-by dates?
Work backward from the install date using supplier lead times plus a buffer you trust.
Won't clients find reminders pushy?
Clear, scheduled reminders usually reduce stress. Explain the schedule at kickoff.
Do I need special software?
No. A spreadsheet and email work; a client portal is a nice upgrade.
Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.
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