Using the Selections tab

Overview

The Selections tab shows all the selections you are offering your client in an estimate, such as an upgrade tool or a selector tool. From here you can check what is offered, pre-select an option for your client and lock it in, or make items optional.

Open the Selections Tab

1. Go to your Pipeline.
2. Select the project.
3. On the left-hand side, click Selections. All the selections you are offering the client are listed.

Pre-Select and Lock a Selection

If you already know which option the client wants, for example from a site walkthrough or a conversation with the client, you can choose it for them and lock it.

1. Find the selection (for example, an upgrade with different toilet models).
2. Pre-select the option the client wants.
3. Lock the selection. The client can now only see the predetermined option and can't choose anything else.

Change a Locked Selection

1. Unlock the selection.
2. Change the quantity or go back to the base option if needed.

Make an Item Optional

1. Find the selection.
2. Make the item optional.

Customer and Internal Selections

In the top right corner, you can see the number of customer-facing selections and any internal choices set up in your estimate as internal selections.

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Summary

Go to your Pipeline, open the project, and click Selections on the left-hand side. Review the selections you are offering, pre-select and lock an option for your client, unlock it to change quantities or go back to the base option, or make items optional. Customer and internal selections are shown in the top right corner.