Kopersbegeleiding (Buyer Guidance)

The buyer guidance module manages the buyer journey of a nieuwbouw project: staged option closing dates per construction phase (sluitingsdata per bouwfase), a dossier per buyer with a journey checklist, automated deadline reminders, and a buyer-facing journey view in the portal.

The module is gated behind the buyerGuidance tenant scope.

Closing phases (sluitingsdata)

Every project gets an ordered list of option-closing phases. Each phase has:

• Name and order — e.g. Ruwbouw, Afbouw, Sanitair & tegelwerk
• Sluitingsdatum — the closing date; a phase without a date never blocks
• Affected options — option categories and/or individual option names that close on that date
• Block/house overrides — staggered closing dates for a specific block or bouwnummer (a house override wins over a block override)

Manage phases in the project editor → Sales → Configurations tab. Each phase shows a computed status: open, closing soon (default within 14 days), or closed.

Presets from the type

Phases usually follow the same structure for every project that uses a type. Define closing phase presets on the type (Type editor → Presets) — name, order, and affected option categories, without dates. In the project, use Prefill from type to copy the preset structure in, then fill in the project-specific sluitingsdata. Prefilling never silently merges: it requires an empty schedule or an explicit replace.

Enforcement

Once a phase closes, the options it covers can no longer be changed:

• Buyers (configurator/portal) are hard-blocked — the save fails with a clear message listing the blocked options and the closing date. Re-submitting an unchanged configuration always works.
• Internal users can override with the OVERRIDE_CLOSED_PHASES permission; overrides are audited on the configuration.

Buyer dossiers

A dossier is created per house+buyer — automatically when a buyer is assigned to a house, or via Backfill dossiers for existing projects. Each dossier contains:

• Journey checklist — steps snapshotted from a journey template (tenant-wide default, or a project-specific template) with due dates, assignees, and buyer visibility flags
• Kopersbegeleider — the assigned buyer guide, notified on assignment
• Linked records — the buyer's configuration, estimates (linked automatically when generated from a configuration), and DMS documents
• Timeline — all communication and events related to the buyer (emails, estimate signed, steps completed), merged from across the platform

Find dossiers per project under Projects → [project] → Buyer guidance.

Kopersbegeleider task queue

The Kopersbegeleiding page (construction menu) shows the current user's open journey steps across all projects, sorted by due date, with due-soon/overdue filters. Steps without their own assignee fall to the dossier's kopersbegeleider. Overdue steps also trigger a daily in-app notification.

Automated buyer reminders

Two email automation triggers are available under Communications → Automation (they follow the standard template + reminder configuration):

• OPTION_CLOSING_REMINDER — scheduled reminders before a sluitingsdatum. Reminder moments are calendar days relative to the closing date (e.g. −14, −7, −1). Sent once per house, phase, and moment. Variables include buyerName, projectName, houseNumber, phaseName, closingDate, daysRemaining, and portalUrl.
• OPTION_PHASE_CLOSED — informs the buyer that a phase has closed and their options are final.

Buyer portal

Portal clients (magic-link login) with the buyerGuidance scope see a Mijn woning card on their dashboard and a journey page with:

• Their journey progress and the buyer-visible checklist steps
• All phase deadlines with status and countdown
• Links to their estimates and change orders

Permissions