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Customer Selection Process

Manage the workflow from presenting options to final approval.

Selection Status Workflow​

Selections progress through status stages:

StatusDescription
DraftOptions being prepared, not visible to customer
Ready for ApprovalSent to customer for selection
ApprovedCustomer has made and confirmed their selection

Moving Through Statuses​

Draft → Ready for Approval:

  1. Finish adding all options
  2. Review pricing and images
  3. Click Send for Approval or change status

Ready for Approval → Approved:

  1. Customer reviews options
  2. Customer makes their selection
  3. Customer confirms their choice
  4. Selection is locked

Sending Selections to Customer​

  1. Ensure all options are added
  2. Change status to Ready for Approval
  3. Click Share with Customer or send via client portal
  4. Customer receives notification/link

The approval email goes only to the customer email addresses you select. Nobody else is copied — the project's assigned project manager does not receive a copy, because the email carries a sign-in link scoped to the customer's own address.

What Customers See​

The customer selection view shows:

  • Category name and description
  • Allowance amount included
  • Available options with images
  • Price impact of each option (upgrade/credit/included)
  • Selection button for each option

Customer Makes Selection​

  1. Customer reviews all options
  2. Clicks Select on their choice
  3. Confirms the selection
  4. Selection is recorded and status updates

Tracking Customer Progress​

Monitor which selections are complete:

  • View selection status by category
  • See which categories are still pending
  • Receive notifications when customers select

Selections Summary​

View all selections in one place:

Summary View​

The selections summary shows:

  • All selection categories
  • Current status of each
  • What was selected (if any)
  • Allowance vs. actual cost
  • Total upgrade amount
  • Selections still pending

Accessing the Summary​

  1. Open the estimate
  2. Click Selections tab
  3. View the summary panel or click View Summary

Summary Reports​

Generate selection reports for:

  • Customer review and signature
  • Internal tracking
  • Production team reference

Selections and Contracts​

Pre-Contract Selections​

Selections made before contract signing:

  • Included in the original contract price
  • Locked when contract is signed
  • No change order needed

Post-Contract Selections​

Selections made after contract signing:

  • May require change orders for upgrades
  • Follow your company's change order process
  • See Change Orders

Best Practices​

Managing the Process​

  • Send early - Give customers time to decide before construction starts
  • Set deadlines - Establish when selections must be finalized
  • Follow up - Remind customers of pending selections
  • Document changes - Track any selection changes with dates