Construction selections software for homeowner choices
Organize finish options, compare homeowner prices with allowance budgets, and record decisions through the client portal. Keep internal builder costs connected to project expenses.
Keep finish choices, allowance budgets, and costs connected
Present clear finish options
Compare materials and finishes with descriptions, photos, and a client price for each option.
Record homeowner choices
Let homeowners review options in the portal and acknowledge choices above the allowance budget.
Connect choices to project costs
Keep the homeowner’s option price separate from the builder cost used for project expenses.
From finish options to recorded homeowner choices
Kitchen island
Laminate
$2,800
Quartz
$4,200
Marble
$5,800
Give homeowners a clear set of options
For countertops, fixtures, or flooring, show what each option includes and what it costs the homeowner. Use a good, better, best presentation when it helps explain the choices for this remodel.
- Organize options into allowance groups
- Add photos, descriptions, and product links
- Set quantities and a client price for each option
- Keep the internal builder cost alongside your pricing work
Allowance: $4,500 · 3 options
Quartz Countertop — Calacatta
Granite Countertop — Black Galaxy
Marble Countertop — Carrara
Record the choice and its allowance difference
Homeowners can compare the options your team has prepared, see the selected amount against the allowance budget, and confirm their choices through the portal. An over-budget selection requires acknowledgement.
- Offer single-choice or multiple-choice groups
- Show the selected total against the allowance budget
- Record acknowledgement when selections exceed the budget
- Require a typed name when your allowance settings call for it
Residential remodel
Unfinished items reserve at least their budget.
Follow selected materials into job costing
The price you charge a homeowner and the cost you pay for a material are different figures. For project-linked allowances, selected options with a builder cost create or update the associated project expenses.
- Compare client selection totals with the allowance budget
- Use positive builder costs for linked expense amounts
- Review recorded expenses alongside the project budget
- Keep actual payments separate from committed expenses
Questions about selections and allowance management
How do allowances work for a kitchen or bath remodel?
An allowance reserves an amount for a decision the homeowner has not finished making, such as countertops or fixtures. Your team prepares options with client prices, then compares the selected total with that allowance budget. The homeowner’s price and your internal builder cost remain different figures. Explore the residential remodeling workflow to see where those decisions fit.
What should we prepare before using selections?
Bring a typical project scope, the allowance amounts you use, and a few options with descriptions, photos, client prices, and builder costs. Decide which groups let a homeowner choose one option or several. Walk through the choices and confirmation steps in a selections demo and review plans and pricing before deciding how your team will use the workflow.
Can homeowners review selections on a phone?
Homeowners open the shared client portal in a web browser to review option photos, descriptions, and pricing on a phone or desktop. Their choices stay connected to the allowance. Explore the client portal for the shared documents and communication around those decisions.
Can each option have a different client price and builder cost?
Yes. Each option has a quantity, a client unit price, and an internal unit cost. The client total uses quantity multiplied by client price; the builder cost uses quantity multiplied by internal cost. You can present good, better, best alternatives while keeping the cost of supplying each option distinct from what the homeowner pays.
How are over-budget choices and selection confirmations handled?
The portal compares selected client prices with the allowance budget and requires acknowledgement when the selection is over budget. An allowance can also require the homeowner to type their name to confirm their choices. Group settings control single or multiple selections. Choices locked by your team cannot be changed by the homeowner through the portal.
Do selected options create project expenses?
For an allowance linked to a project, selected options with a builder cost greater than zero create or update associated project expenses using that cost. This records a commitment; it does not record a payment. Linked invoice totals follow the allowance’s billing settings, and the allowance budget remains the amount you set. Explore job costing to see how budgeted costs, committed expenses, and actual payments are reviewed together.
Can I include photos and product details for each option?
Options can include multiple images, a description, a product link, and a SKU. Add the details that help the homeowner understand the finish or material you are offering, and review quantities and prices before sharing. Explore proposals and estimates for the earlier scope and pricing conversation.