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PROJECT DEFAULTS

Schedule defaults Schedule templates Selections defaults Checklist templates Warranty defaults Default folders Pipeline stages Team notification defaults

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CONNECTIONS

Integrations Communication channels Import data

Selections defaults

Rooms and areas used to organize selections (e.g. Kitchen, Primary Bath).

Kitchen

Primary Bath

Primary Bedroom

Living Room

Dining Room

Family Room

Foyer

Mudroom

Laundry Room

Powder Room

Guest Bath

Guest Bedroom

Bedroom 2

Bedroom 3

Office / Study

Bonus Room

Basement

Attic

Garage

Exterior

Front Porch

Back Porch

Deck / Patio

Pool House

Hallway

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Variant types and their choices, offered when adding a variant to a selection option.

Budget buckets that selections roll up into. Each carries a default allowance that pre-fills on new projects.

Press Enter or Space to grab this category, then use the up and down arrow keys to move it. Press Escape to release.

CategoryDefault allowance

$

$

$

$

Deleting a category that selections still use is blocked until those items are reassigned, so budget rollups stay intact.

Selections library

Reusable catalog of products, finishes, and pricing.

Selections templates

Prebuilt selection sets applied when creating a project.