Specifications & submittals

When a client needs to choose finishes, fixtures, or material packages, you use Selections — a project's own tab for the open choices your client still has to make. Each selection is one decision (say, "Kitchen countertop") with two or more priced options. You send it, the client picks one, and their pick becomes a signed Client Agreement tied to the budget.

Selections live on their own tab, not inside a record — it's where every open choice on a project is tracked, separate from the numbers you've already committed.

Open the Selections tab

1. Open the Project, then go to its Selections tab.
2. You get a board (a column per section — Kitchen, Baths, Exterior) and a list view; switch between them with the toggle on the right. The search box filters by title or number.

Create a selection

1. Click New Selection in the top right, or Add selection inside a board column to drop it straight into that section.
2. Give it a title and pick the column (section) it belongs under.
3. A selection is a committed cost, so it ties to an existing budget line — pick the budget line this choice will land on.
4. Click Add option for each choice. Give each a name, a price, and a photo. Leave the price blank for an allowance — it shows the client Price TBD and you settle the number later.

Send it to the client

1. Click Release to send the selection to the client's portal (they get a magic link — no password needed).
2. The client opens a full-screen review, picks one option, and clicks Submit my choice — or Decline. Drafts you haven't released yet stay hidden from them.
3. Need to talk an option through? Either side can open Discuss options to chat on a thread tied to that selection.

Turn the pick into a signed agreement

Once the client has chosen, formalize it:

1. Open the selection and click Create client agreement.
2. That drops you into the record builder with the chosen option pre-filled as a line on the client's budget line. Review it, then send it for signature — the client signs through the normal record flow (see Contracts & eSignatures).
3. Because the agreement's line is keyed to the selection's budget line, the client's signature commits the approved price straight to the budget.

Reuse a set of selections

Click Templates to save the current project's selections as a reusable set, or apply a saved set to another project — handy when your spec packages repeat job to job.