M Homes · My Home

My Journey Documents Messages Warranty

SC

Sarah Chen [Purchaser]

Welcome back, Sarah.

Lot 47, Maple Ridge · 1428 Aspen Trail · Closing Spring 2026

Your Journey

✓

Reservation

✓

Deposit

✓

Contract

●

Construction

5

QA Walk

6

Closing

7

Move-in

8

Warranty

Construction progress 60% complete

Drywall & mechanicals Est. key turnover · Apr 18, 2026

What's next

📄

Your contract is countersigned

Final PDF ready in Documents · From JDE Contracts

🔨

Construction has officially begun

Site lead Marcus Reeves will share weekly photo updates

📅

Schedule your QA walkthrough

Pick a slot between Apr 8 and Apr 14 · Three openings left

NEW

Your Home

$847,500

Plan: Aspen 4-bed · 2,840 sq ft

Your Build Team

MR

Marcus Reeves

Site Lead · BuildPro

DK

Dana Kim

Sales · Dynamics

Latest Update

Drywall passed inspection

Inspector Tom Walsh signed off Tuesday. Mechanicals begin next week.

2 days ago · auto-published from BuildPro

Dynamics 365 4 systems · live

SC

Sarah Chen [Purchaser]

Lot 47, Maple Ridge Customer since Aug 2025 Owner: Dana Kim [Sales] ● Active build

Sales & Relationship DYNAMICS

StageActive build

PlanAspen 4-bed · 2,840 sq ft

SourceReferral from Lot 22

Last touchMar 28 · phone

Contract & Finance JDE

Contract #JDE-2026-1428

Total$847,500

Deposit$84,750 received

StatusCountersigned · Mar 14

Construction BUILDPRO

PhaseDrywall & mechanicals

Progress60% · on schedule

Site leadMarcus Reeves

QA walkSchedule by Apr 7

Service & Warranty VIRTUO

Coverage startsDay of closing

Tickets open0

CSAT (referred)9.4 / 10

Referral statusPending move-in moment

💡

Recommended action: Sarah's build is at 60%. The QA walkthrough window opens Apr 8 — schedule it now while she's engaged. via BuildPro

Watch one event ripple across all four systems

Powered by Dataverse + Power Automate

EVENT
BACKBONE

JD Edwards EnterpriseOne · Contract Management jde.chassis.local

Contract #JDE-2026-1428

CustomerCHEN, SARAH

Lot refMR-047

Total$847,500.00

Deposit rec'd$84,750.00

StatusAwaiting countersign

Dynamics 365 · Sales Hub org.crm.dynamics.com

Summary

Activities

Files

Reservation

Deposit

Contract

Build

Closed

Sarah Chen [Purchaser] — Active opportunity

Lot 47 · Aspen 4-bed

BuildPro · Project Board app.buildpro.io

Backlog 3

Lot 51 · Permits

Lot 52 · Site prep

Lot 53 · Awaiting deposit

Scheduled 1

Lot 48 · Foundation

In progress 4

Lot 44 · Drywall

Lot 45 · Roofing

Virtuo · Customer Service chassis.virtuo.app

Williams, T.

90-day check-in · Lot 12

SCHEDULED

Patel, R.

Warranty inspection · Lot 19

SCHEDULED

Foster, J.

Anniversary follow-up · Lot 8

SCHEDULED

Event Log

A year later — Sarah submits a warranty ticket

Customer-initiated · Portal → Virtuo → BuildPro → Dynamics

EVENT
BACKBONE

M Homes · My Home (customer portal) myhome.mattamy.com

What's the issue?

HVAC making a clunking noise when it cycles on. Started Tuesday.

URGENT HVAC + 2 photos

Virtuo · Customer Service chassis.virtuo.app

Williams, T.

Door alignment · Lot 12

IN SVC

Patel, R.

Drain backup · Lot 19

SVC

BuildPro · Warranty Service app.buildpro.io

Build history lookup · Lot 47

HVAC: Carrier 24ACC6 · installed Apr 2026 · in-warranty

Tech assignments

RG

R. Gomez · Lot 22 plumbing · Mon

JS

J. Singh · Lot 31 windows · Wed

Dynamics 365 · Customer Insights org.crm.dynamics.com

Summary

Health

Activities

Sarah Chen [Purchaser] · CSAT trend

9.4 / 10

No active warranty issues. Customer is in honeymoon period.

Event Log