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ME

Profile My notifications Calendar feeds

COMPANY

Company profile Team & access Roles & permissions Reminders Subscription & billing Audit log

MONEY

Approvals & limits Bill & budget rules Invoice reading Payment accounts

LISTS & CODES

Cost codes Trades Tags

PROJECT SETUP

Pipeline stages Schedule Selections Checklists Warranty Documents & layouts Project folders

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Voice & transcription Knowledge base

CONNECTIONS

Integrations Communication channels Import data

Selections

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.

The reusable catalog of products, finishes, and pricing lives in Selections library.

Prebuilt selection sets applied when creating a project live in Selections templates.