Specs & Selections
- What is a selection item?
- How do I enter financial information for my specs & selections?
- How do I add a selection item?
- How do I delete a selection item?
- What is the Change Log?
- Hiding Change Log entries from clients
- Spec & Selection Template Examples
- Selection Scenarios
- Controlling the Order of Images on Specs & Selections
- How do I set up a Choice item my Specs & Selections?
- How do I set up a specification item on the Specs & Selections?
- How do I change a specification item to a selection item and vice versa?
- What is the difference between the Specification, Client, and Trade Partner Info boxes?
- Can a trade partner upload a file to a Specification item?
- What are Specification and Selection items?
- How can I set up selections to maximize upsales?
- Prettying Up Your Selections: Adding Photos
- Handling Change Orders & New Items
- What is the best to way to include vendor quotes and information for selection items?
- Why is it important to update TBD price information on selection items?
- What is the best way to provide clients with vendor information?
- How can I sort and filter items on the Selection Sheet?
- How can I use selections to set up client appointments with vendors?
- What is the best way to set up my Spec & Selection categories?
- How should I set up selection deadlines, so they link back to the project schedule?
- When does a selection item lock?
- How can I move an item on the Specs & Selections?
- How do I edit a category on the Specs & Selections?
- Will upcoming selection items show up on my main page?
- How do I add a vendor website link to a selection item?