Selections — Building Specs & Colour Selections

This article covers:

• Accessing Selections from the lead's left sub-menu
• Sub-items: Tender Upgrades, Building Specs, Colour Selections, Purchase Orders, Variations
• Building Spec screen: clause-by-clause specification with Edit, Email to Customer, and Change Template options
• Colour Selection screen: External Selections (slabs, roofing, brickwork, windows, garage door, etc.) and Finishing Materials & Doors
• Editing and emailing colour selections to the customer

Step-by-step guide

1. Open Selections From within a lead record, click Selections in the left sub-menu.
2. Review Building Specs Click Building Specs. The document opens with numbered clauses covering: Interpretation, Definitions, General, Local Authority, and all relevant NCC and contractual obligations. Click Edit to modify any clause. Click Email to Customer to send the document. Click Change Template to apply a different building spec template.
3. Review Colour Selections Click Colour Selections. The screen lists all external and internal selection categories (e.g. House slab, Roofing material, Bricks, Mortar, Windows and doors, Garage door, Cladding, Gables, Timber Posts, etc.). Click the arrow next to any item to expand it and record the client's selection.
4. Edit a colour selection Click the Edit icon (pencil) on the right of any selection item to enter the chosen product, colour, or specification. Save when done.
5. Email to customer Click Email to Customer at the top right to send the completed colour selection document to the client for sign-off.

Tip: Colour Selection and Building Spec templates can be customised in Settings > Templates before being used on jobs.