Communication and collaboration
Day-to-day chat with the customer in the channel you both prefer (typically WhatsApp). Formal documentation through the platform — milestones, change orders, invoices.
Successful projects run on clear, proactive communication. Day-to-day messaging happens in whatever channel works for you and the customer; formal documentation lives on the platform.
Day-to-day
Agree a primary channel with the customer at the start of the build. WhatsApp is most common; some customers prefer text, email, or a daily voice call. Pick whatever makes you both responsive.
What goes through this channel:
- Daily updates — what's happening today, who's on site, what to expect.
- Quick questions — about access, timing, small clarifications.
- Heads-ups — a delivery is late, a trade is sick, weather has affected the day.
Formal documentation
What goes through the platform:
- Milestones. Mark complete, upload evidence, photos, certificates.
- Variations and change orders. Submit, get approved, get funded, build.
- Invoices. Email build.invoices@beamsrenovation.com.
- Disputes. Raise on the platform with photos and context.
- Anything that needs an audit trail.
Why both
Day-to-day chat keeps the relationship moving. Formal documentation creates the record. Mixing the two — informal agreements about scope, verbal change orders — is where projects go wrong.
When something needs to escalate
If the day-to-day conversation isn't enough — for example, a substantive disagreement, a serious snag, or anything you'd want a record of — move it onto the platform or email Beams. The article When and how to escalate to Beams covers escalation.
Related articles
- Reporting progress and challenges
- Daily conduct and customer property