Creating a New Selection Item

Learn how to add new selection items to your projects in BuilderPad. This article provides a step-by-step guide on creating and detailing your selection items, from adding photos and descriptions to setting costs and approval statuses, ensuring a smooth and organized selection process for your clients.

Written By Stefan S.

Last updated 7 months ago

Before creating a selection item, you will need to first ensure you have at least one Category and Cost Code. By default we provide an Uncategorized Category/Cost Code, however it is recommended to import standard NAHB/CSI codes or Custom Codes from the Default Settings >> Cost Codes area.

From within a project, go to "Selections", then click "Add New", then "Add Item". You will then be able to start adding the details for your selection item.

Here are brief descriptions of each option:

  • Image Upload: Add a photo of the selection to help clients see what the item will look like.

  • Selection Name: Provide a unique name to identify each selection item.

  • Cost Cost: Select which Cost Code this item should be categorized under.

  • Item Location: Select an individual location or the "Whole House" to know where the selection will be going.

  • Selection Details/Specs: Add any product description or specifications needed.

  • Attachments: Upload any files related to the item. These will also be added to your file cabinet for reference.

  • Amount: The unit amount of the item.

  • Quantity: The quantity you will need to order.

  • URL: A hyperlink to the product page or website where that item is located.

  • Approval Status: Mark if the item has been approved yet or not.

  • Reminder: Specify if a reminder should be sent to anybody. If enabled, there is an option to set a reminder by Due Date (specific future date) or After Schedule Item Completion (triggered after a schedule item has been completed).