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Selections Review

Customers make product choices through the Selections section of their portal.

What Are Selections?​

Selections are choices customers make about:

  • Finishes and materials
  • Fixtures and hardware
  • Colors and styles
  • Upgrades and options

Selection Overview​

The selections page shows:

  • Progress Bar - Completion percentage
  • Selection Groups - Organized categories
  • Individual Items - Choices to make
  • Status Filters - Filter by completion status

Selection Status​

Each selection has a status:

StatusDescription
PendingNot yet reviewed
SelectedCustomer made a choice
ApprovedSelection confirmed
SkippedCustomer skipped this item

Making Selections​

Viewing Options​

  1. Customer opens a selection group
  2. Reviews available options
  3. Sees pricing differences (if shown)
  4. Views product images and details

Choosing an Option​

  1. Click on preferred option
  2. Review selection details
  3. Click Select or Confirm
  4. Selection is saved

Changing a Selection​

Before final approval:

  1. Return to the selection
  2. Choose a different option
  3. Previous choice is replaced

Skipping a Selection​

If the item doesn't apply:

  1. Open the selection
  2. Click Skip or Not Applicable
  3. Item marked as skipped

Selection Groups​

Selections are organized by category:

  • Kitchen - Cabinets, countertops, hardware
  • Bathroom - Fixtures, tile, vanities
  • Flooring - Carpet, hardwood, tile
  • Exterior - Siding, roofing, doors
  • Other - Custom categories you define

Selection Details​

Each selection may include:

  • Description - What the choice is for
  • Options - Available choices
  • Images - Product photos
  • Pricing - Standard vs. upgrade cost
  • Due Date - When decision is needed
  • Notes - Additional information

Adding Images (Customer)​

Customers can upload images for selections:

  1. Open the selection
  2. Click Add Image or Upload Photo
  3. Select image file
  4. Image attaches to selection

Use for:

  • Inspiration photos
  • Reference images
  • Current product photos

Selection Progress​

Progress Tracking​

The portal shows:

  • Total selections required
  • Selections completed
  • Percentage complete
  • Items remaining

Progress Widget​

Dashboard displays:

  • Visual progress bar
  • Quick link to selections
  • Items needing attention

Filtering Selections​

Find specific selections:

  • All - View everything
  • Pending - Not yet chosen
  • Selected - Choices made
  • Approved - Confirmed selections
  • By Group - Filter by category

Notifications​

Customer Notifications​

Customers may receive alerts when:

  • New selections are available
  • Selection deadline approaching
  • Selections need attention

Staff Notifications​

Your team is notified when:

  • Customer makes a selection
  • Selection is approved
  • Customer adds notes or images

Setting Up Selections (For Staff)​

Creating Selections​

  1. Set up selections in the estimate
  2. Define options for each item
  3. Add images and pricing
  4. Set due dates if needed

Sharing Selections​

  1. Go to project selections
  2. Click Share to Portal
  3. Customer receives notification
  4. Selections appear in their portal

See Selections for detailed setup.

Best Practices​

For Clear Selections​

  • Include product images
  • Provide detailed descriptions
  • Show pricing differences clearly
  • Group logically by area

For Customer Communication​

  • Send reminder for pending items
  • Set realistic deadlines
  • Be available for questions
  • Acknowledge completed selections

Common Questions​

Why can't my customer see selections?​

Check that:

  • Selections feature is enabled
  • Selections were shared to portal
  • Customer is logged into correct project

Can customers change approved selections?​

Typically no - approved selections are locked. Contact your team to make changes.

How do price differences show?​

Upgrade costs appear as additional amounts above the standard allowance.