Now you can build your own Selections Templates to match any type of construction work you do, so every new Project starts with the exact items, cost codes, and details you need.

Your personalized Selections Templates will help you save time when adding New Items in your Selections menu, and keep your team and clients up to date quicker than ever before!

How to Use the Selections Template Feature:

Step 1: Create Your Selections Template

In your BuilderPad browser app, click on your Profile icon.
Then, go to Default Settings → Selections Templates.

Once in the Default Settings section, choose the Selections Templates option, and click on + Add Template.

Step 2: Edit Your Selections Template to Fit Your Needs

When creating a new template, you can choose the Add New option, which will create a new Selections Template from scratch, or Select from Library - which will pull from the list of your previous items that you have created and chosen to add to your Selections Library when working on specific Projects.

When adding a new Selections Template you can add the following:

• Cost Code

• Item Location

• Custom Options

• Image

• Item Name

• URL (optional)

• Amount (unit cost)

• Quantity

• Details/Specs (notes)

• Attachments (up to 50 MB)

Step 3: Save Your Selections Template

That’s it! Just make sure to Save your new Selections Template and start using it in your Projects → Selections immediately!

What’s amazing about this feature? 😀

• Turbocharged Setup
  Spin up a new project with your go‑to selections already in place, no more manually copying the setup you had for your other projects.

• Workflow Consistency
  Start every New Project with the exact cost codes, locations, and options you wish to have, swiftly!

• Flexible to Your Needs
  Build templates that evolve with your business, either by adding a new template, or editing any that you previously created.

Ready to streamline your project kickoffs? 🚀

Open BuilderPad, head to Default Settings > Selections Templates, and create your first custom template today!