Selections
A collection of articles related to the Selections section of your BuilderPad app.
- Introduction to Cost Codes & Getting StartedMastering Cost Codes: A Comprehensive Guide to Getting Started - Get started with effective financial management in BuilderPad by understanding and using cost codes. This article provides an introduction to what cost codes are, why they are essential for your construction projects, and how to set them up to accurately track your project expenses.
- Creating a New Selection ItemLearn 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.
- Creating BudgetsTake control of your project finances by creating and managing budgets in BuilderPad. This article will guide you through the process of setting up budgets for your projects, tracking expenses against your budget, and ensuring your projects stay within their financial limits.
- Setting Up Selection RemindersEnsure timely client decisions and keep your projects on schedule by setting up selection reminders in BuilderPad. This article will show you how to create and manage automated reminders for your clients' selection items, preventing delays and improving communication.
- How to Handle Client ApprovalsStreamline your client approval process with BuilderPad. This article will guide you on how to effectively manage and track client approvals for selections and other project items, ensuring clear communication and timely decisions to keep your projects moving forward.
- Creating and Importing your own Selections TemplatesSeamlessly create your own templates to easily manage your Selections board.
- How to Clone (Duplicate) a Selection ItemSpeed up your selection process by cloning or duplicating selection items in BuilderPad. This article will show you how to quickly copy existing selection items, saving you time and effort when setting up similar selections across your projects.
- Using Variants in Selections
- Exporting Approved Selections as a PDF documentInstantly generate a professional PDF report of all approved client selections, organized by category and complete with project details, images, and pricing for easy sharing.
- Clarify Choices with the Selections Activity FeedStreamline construction selections with BuilderPad’s Activity Feed. Instantly comment on specific selection items, use @mentions to notify stakeholders, and track approvals without leaving your Selections workspace.
- How to Collaborate on a Selection ItemUsers can start discussions directly within a Selection Item. Manage selection details and participate in a dedicated activity feed with the Selection Item.