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Managing Selection Options

Create selection categories and add options for customers to choose from.

Creating Selection Categories​

Selection categories group related product choices.

Adding a Category​

  1. Open the estimate
  2. Go to the Selections tab or section
  3. Click Add Selection Category
  4. Enter:
    • Category Name (e.g., "Kitchen Countertops")
    • Allowance Amount (budget included in estimate)
    • Description (optional - what's included)
  5. Click Save

Category Settings​

SettingDescription
NameDisplay name for the category
AllowanceBudget amount included in estimate
DescriptionDetails about what's included
RequiredWhether customer must make a selection

Adding Selection Options​

For each category, add options the customer can choose from.

Adding an Option​

  1. Open the selection category
  2. Click Add Option
  3. Enter option details:
    • Name - Product name
    • Description - Details, specifications
    • Price - Cost of this option
    • Image - Product photo (recommended)
    • Manufacturer - Brand/supplier
    • SKU - Product code (optional)
  4. Click Save

Option Pricing​

The option price determines the customer impact:

Option Price vs AllowanceResult
Option = AllowanceNo change to estimate
Option > AllowanceCustomer pays the difference (upgrade)
Option < AllowanceCustomer may receive credit

Adding Images​

Images help customers make decisions:

  1. Click Add Image on the option
  2. Upload a product photo
  3. Images display in customer selection view

High-quality images significantly improve the selection experience.

Using the Selection Catalog​

The selection catalog contains pre-configured products for quick option creation.

Adding from Catalog​

  1. In your selection category, click Add from Catalog
  2. Browse or search for products
  3. Filter by:
    • Category
    • Manufacturer
    • Price range
  4. Select products to offer
  5. Pricing and details auto-populate

Catalog Benefits​

  • Consistent product information
  • Pre-set pricing
  • Faster option creation
  • Professional product images

Best Practices for Creating Options​

  • Provide variety - Offer options at different price points
  • Good/Better/Best - Include budget, mid-range, and premium choices
  • Use images - Visual options improve customer decisions
  • Complete information - Include specs, dimensions, care instructions

Pricing Considerations​

  • Update regularly - Keep catalog pricing current
  • Include installation - Factor in installation costs, not just materials
  • Consider lead times - Some selections require longer ordering time

Editing Work Scopes from Selections​

When editing an assembly on the Selections page, the Install Scope and Demo Scope fields are available directly in the edit panel — the same fields you see when editing on the Estimate page. This lets designers update work scope descriptions while reviewing selections, without switching back to the estimate.

See Work Scopes for details on writing effective scope descriptions.

Discussing an Option Internally​

Each selection item carries a speech bubble icon beside its History and Delete actions. Click it to open the comments panel on that item, ask a question and @mention whoever needs to answer it — the item's own card stays where it is on the page.

The icon shows a badge with the number of unresolved threads on that item, and the panel's All view lists every thread across the whole estimate's selections, each labelled with its item, area and assembly. Clicking a thread's label there switches to that item's tab and scrolls to it.

Selection comments are internal. Customers never see them — not in the portal, not on the selections review page, and not on the printed selections and allowances sheet.

See Comments for replies, resolving, filtering and mention notifications.