Audience: Builders
Read time: 5 mins
Article contents: Steps on how to use selections
This new feature is currently in an early access phase under Preview Feature in the left-hand menu. Please leave feedback or issues by clicking Leave Feedback in your Selections page.
Selections in Buildxact work on three levels: category, item and options. Each of these can be shared to your client via the client portal or via email. Your client can also add items which you'll be able to see and interact with.
How do I create selections & options from within my Job?
Navigate to the Selections page within your chosen job.
Click Add Category to create a new selection category.
Within the category, click the small drop-down arrow to display the Add item button.
Click Add item to specify the selection item.
5. For each item, click Add Option to provide the available choices.
6. Load images of the option by clicking on the image button.
How do I create selections & options from my Estimate?
Any items marked in your estimate as a PC/PS/Allowance item will automatically appear inside Selections within your job once the job has been created. You can edit the items inside your Selections, and these will not impact your estimate items.
What do the statuses within the drop-down menus mean?
Ready to share - this is the default status. The option is prepared and ready to be shared with the client.
Exclude - the option will not be shared. If it has been previously shared, it will be removed.
Shared - the option has been shared with the client, but no selection has been made.
Selected - the option has been selected by the builder or client.
These following statuses are specifically for items that your client requests through the client portal:
Pending approval - client has requested a new item/option and is awaiting builder's approval.
Confirmed - builder has approved the client's requested item/option.
Rejected - builder has rejected the client's requested item/option.
Can I export selections?
Clicking on the Export button gives you the ability to print out a PDF, Excel or Word document containing selections. When exporting you have the option to show/hide images and show/hide shared items (any items excluded or not yet shared will not appear).
How do I share the items to the client portal or via email?
When sharing your items, you can choose to share to the connected client portal or by email.
The client portal sharing option will only be possible for jobs that are linked to estimates and have a lead connected.
When sharing to your client portal, you can view a summary of changes, letting you know the changes that will be pushed to the client portal (added items, updates & removal):
When you have changes that haven't been shared yet, you'll be notified by the following markers:
What does my client see and how do they interact with items?
From within the client portal, your client will be able to see all items that have been shared.
Clicking Selections will allow them to see the list of categories.
They can then click on the category they want to view.
They can select one or more options for each item.
They can suggest/request items.
Any item or option notes that you've added in Selections will also appear in the client portal. Anything entered as a website address will appear as a hyperlink for your client.
Can I create a Change Order/Variation from my selected items?
When you have options marked with the Selected status, you'll be able to create a Change Order/Variation from these items.
If any items go onto a Change Order/Variation that you don't want to, simply open the variation and remove them.
Items that have a Change Order/Variation created, you'll be able to see them here:
