Client Selections
Build client selection sheets, document due dates, and track approvals.
Creating Client Selections
- Create a Client Selections Category
- Add Selections to a Category
- Add Choices to a Selection
- Using the Selection QuickPick Tool
- Install the Selection QuickPick Tool
- Add an Allowance to a Selection
- Add Vendor(s) to a Selection Choice
- Add a Cost Code to a Selection
- Add a Trade to a Selection
- Add a Description to a Client Selections Category or Choice
- Add an Item Image to a Selection Choice
- Upload Attachments to Selection Choices
- Enter a Location for a Selection
- Import Client Selections from Excel
- Set Due Dates for Selections
- Set the Client Price of a Selection Choice
- Understanding Selection Choice Markup Settings for Client Selections
- Enter Notes for Client Selections
- Send Selection Email Alerts to Clients
- Link a Selection to a Schedule Milestone
- Set the Order of Categories
- Set the Order of Selections
- Set the Order of Selections Choices
Managing Client Selections
- Edit a Client Selections Category
- Edit Order/Delivery Status for Selection Choices
- Approve a Selection Choice for a Client
- Edit a Selection within Client Selections
- Edit Choices within a Selection
- Revert a Client Selection to Unapproved
- Delete Attachments from Selection Choices
- Duplicate All Selections
- Duplicate a Client Selections Category
- Duplicate a Selection
- Export Client Selections to Excel
- Delete a Client Selections Category
- Delete Selections within a Client Selections Category
- Delete Choices within a Selection
- Set Column Visibility for the Selections Summary View
- Set Column Order for the Selections Summary View
- Customize Order/Delivery Status Units
- Duplicate a Selection Choice
- Show/Hide Rejected Selection Choices
- Review Selection Choices Added from the ClientLink™ Portal
- Manage Selection Choice Visibility for Clients
Financial Reports: Client Selections
FAQ: Client Selections
- What should my Client Selections management process look like in ConstructionOnline?
- How do I add the selection picker tool to my browser?
- Can my client see the tax and markup I put on my selections?
- How can my client sign off on their selections?
- If a client changed their mind, do I have to delete the selection and start over?
- How can a client add their own selections?
- What is the difference between a Category, Selection, and Choice?
- Can I make a selection for a client?
- Can a client select multiple Choices?
- How do I print a selection sheet for clients?
- How can my clients make selections if they do not want to use the ClientLink™ Portal?
- How do selection overages affect my estimate?