Each allowance is a line in the job's Selections & allowances card, headed by where it goes in the home: what it's for, how much the contract already includes, where it stands — waiting on the customer, chosen and needing your approval, approved, ordered — the decide-by date, and what the pick does to the allowance, in money, on the right. The closed card says the rest: 1 to approve · 2 waiting on the customer · +$1,300 vs allowances.

Running selections from the budget is set per account and is off until you turn it on: Settings → Subs & Purchasing → Selections → Plan selections from the budget. On, each job's Budget & margin card gets Line items, and each selection takes the stage it's installed in and the supplier's lead time, so its order-by date shows on the schedule. Off, the selections card works the way it always has — and the location box, paste-a-link and the purchase record are there either way.

With planning on, the job's budget & margin card carries Line items — each item with its location, its budget and a Selection required switch. Switch it on and the line joins the selections list and the customer's page straight away; switch it off and it asks first, keeps its options, and stays in the budget as Builder's choice. A line the customer has already chosen on can't be switched off. Each row says where it stands — Waiting on the customer · 2 options, Chosen: … — approve it, Approved · $6,350 · Buy (the Buy link opens the product page), Purchased Oct 2 · paid $8,000 (what was paid shows only to people who can see costs) — with its order-by date under it.

+ Add line asks for the item and its location — Kitchen backsplash, Master vanity, Kitchen island. Under the box come the locations already on the job, then — when the job has a 3D design — the rooms on its floor plan, then the usual places; type to narrow them, tap one to fill it, or write your own. The selections card's + Add asks for a location too, with or without planning. The location heads each row on the selections card, and on the customer's page it becomes the heading their choices are grouped under.

Open an allowance and each option shows your cost, the customer's price, and what it does to the allowance: cost $8,000 · price $9,600 · $1,600 over the allowance. Type a cost into a new option and the price fills itself at the job's markup — set once on the job's budget & margin card — and you can change it for that one option.

Open a selection, paste a product page into Paste a product link and press Fill from link. Where the store's page can be read, its own photo, name, description, price, SKU and store come back for you to check — Use these or Not this; nothing is saved until you add the option. When the price is per unit, set the Quantity — square feet for tile and flooring, fixtures for lights — and the store's price times the quantity goes in as your cost, with the customer's price at the job's markup. Re-check price later says whether the store's price has moved. Some stores block automatic readers: the box says so and offers Keep the link — the page goes into the option's product details, so the customer still gets View the product, and you type the name and your cost yourself.

On their project page, Your selections lists each allowance with Your allowance: $8,000, and every option with what it does to their total — Included in your allowance, $1,600 over your allowance, $300 credit. Choose this asks them to type their full name, and says plainly that if you approve it, that amount is added to — or taken off — their contract. Until you approve it they can still change their mind; an approved pick locks, with a note to ask you if they'd like to change it. The moment they choose, your office gets Customer made a selection — Renee Hostetler chose Shaw Floorte LVP, Pacific Oak for Flooring — main living area ($1,600.00 over the allowance). Approve it in the project's Selections card. — in the app and, by default, by email to admins, project managers and sales managers.

When selections carry locations, Your selections groups them — Kitchen backsplash · 1 selection, Kitchen island · 1 selection — in your order. Each option shows the store's photo, its description — the first three lines, however much copy the store's page had; the rest is on the product page — and its specs (a quantity rides along as one), View the product, and what it does to their total; Choose this asks for their name. A line you've left as Builder's choice never appears, and neither does your cost or what you paid.

The same option on two screens. Yours shows cost $8,000 · price $9,600. Theirs shows $1,600 over your allowance — and nothing else. The customer's page is sent prices and differences only; your cost stays on your side.

Approve selection shows the option and what it does — Shaw Floorte LVP, Pacific Oak — $1,600 over the allowance — and what happens next. A credit goes on the contract the same way an overage does, as a minus; a pick at exactly the allowance changes nothing on the contract. The new change order appears in the job's change orders without a reload.

Who made the choice decides what kind of change order it becomes. A choice the customer made on their own page, with the price on screen and their name typed, is their approval — the change order goes on Approved and counts in the contract at once. A choice you recorded from a phone call becomes a Draft for them to sign the usual way, on their change orders.

The change order an approved pick writes isn't just a price. Its line carries the share of the option's cost the overage represents — on a $1,600 overage at 20% markup, $1,333.33 of cost — so the job's budget & margin moves by what the upgrade really costs you, not by what you charged for it.

Once a pick is approved, choose who supplies or installs it — the list is your subcontractors and suppliers — and Draft purchase order writes a PO at the option's cost, tagged to the allowance's phase, ready to send from Orders. The budget counts it as committed the moment it's sent.

With planning on, each selection takes the stage it's installed in and the supplier's lead time, and works out Order by — that stage's start less the lead time: Order by Sep 28 — overdue · 49 days before Flooring & fixtures starts Nov 16. It moves when the schedule moves. Move the stage and the date moves with it. A passed order-by turns red, so does a decision past its decide-by date and a delivery due after install starts — and the closed card leads with them: 1 past order-by · 1 decision overdue. Nothing is texted or emailed about it; the flags are on the screen.

On the build schedule, every selection still to buy puts a mark on the row of the stage it's installed in, on its order-by day — level with the bar, ahead of it by the lead time, and tied to it by a dashed line that reads Order Vanity by Sep 28 · overdue when there's room. It moves when the bar moves. Orders due the same day share one mark with a count on it. Amber while it's coming, red once it has passed; hover or tap it for the full list — Order Master vanity — Vanity by Sep 28 — overdue. Once it's bought, the mark is gone.

On an approved selection, Mark purchased asks What was bought: The approved one, or A different product (discontinued or long lead). A swap goes the same way as a discontinued product — the approved one stays on record marked Discontinued, Lead time too long or another reason, the replacement is linked to it, and the approved change order doesn't move unless you write one. Then the store, order #, date ordered, Price paid (your cost), expected delivery and delivered date. The price paid lands in the budget's actual cost (unless a purchase order already counts it), and the House Book shows the purchase — the store and the dates, never the price.

Add an option and open + Product page, picture & specs: paste the product page (it opens for the customer in a new tab), add a picture or leave it empty and the page's own picture is copied into your storage, and list the specs as rows — Finish: Matte black · Model #: PF-2210-MB · Flow rate: 1.8 gpm. The customer sees the picture, the specs and View the product on their page.

When the maker stops making it, Mark discontinued. The option stays where it was, greyed — its name, specs, picture, price and link exactly as they were, plus who chose it and when — with Discontinued 9/29/2026 by Ridgeline office — Supplier discontinued the matte black finish. It can't be picked any more, the closed card flags 1 discontinued — needs a replacement, and a pick whose product is discontinued can't be approved until it has one.

The dialog says exactly what happens: the option stays on the selection as the record of what was offered — its name, specs, picture, price and link are kept exactly as they are. Add a note saying why. If it was the customer's choice, the replacement form opens next.

Add replacement starts blank: the replacement's own name, your cost and a price at your markup, with The original was $389 and +$10 against the original's price underneath. Copy the original's specs to edit brings them over only when you ask, marked as copied. Saved, it becomes the choice and the customer sees what it replaced. A different price never changes an approved selection's change order — if the contract should move, you write a change order.

On the customer's page the replacement shows as their choice, with its specs and View the product — and Replaced — originally chose Pull-down kitchen faucet — Matte black on 9/12/2026, which opens to the original's picture, specs, price and link. The same note follows the selection into the House Book at closeout.

The Project Total tile at the top of the customer's page is the estimate total plus every approved change order — the porch, the upgrades and the credits — with incl. $8,150.00 in approved changes under it. A draft they haven't signed isn't counted.

The job's Budget & margin card carries the allowances in one line — $35,200 in the contract · $23,350 chosen so far · +$2,150 over · 1 still open — right beside the projected margin and the one markup every change and selection on the job starts from.