Selections

This section will focus on improving your selections process with your customers, ensuring that your team and your customer have clarity with choices that are made.

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8 articles in this collection
Written by Cameron Boettcher

Building Selection Choices

Having basic knowledge of the Selections feature will help you establish a formal process for managing options for customers.
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Written by Cameron Boettcher
Updated over a week ago

How to Set Up and Use Dependent Selections

Selections dependent upon other selections can be set up to give you and your customer a system where choices can be managed easily.
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Written by Cameron Boettcher
Updated over a week ago

Selection Participation

Getting your active customers and trades involved in your selections process will help streamline communication and provide clarity.
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Written by Cameron Boettcher
Updated over a week ago

Allowances

Allowances are placeholders that can be set up to integrate with your selections process, as well as estimating process.
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Written by Cameron Boettcher
Updated over a week ago

How to Use Cost Items/Groups on Selection Choices

Creating cost items and groups will help streamline the selection building process by allowing you to import your cost item information.
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Written by Cameron Boettcher
Updated over a week ago

How to Run Reports Over Selections

Generating reports on selections will help segment data based on a variety of different factors, allowing you to see specific information.
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Written by Cameron Boettcher
Updated over a week ago

Selection Print Options

Managing selections electronically keeps everyone on the same page via the cloud, but you can print selection information, too.
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Written by Cameron Boettcher
Updated over a week ago