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Specs & Selections

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  • 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?
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