This article will walk you through the Selections module at a high level.

Selections are intended to give the customer multiple options to choose from, such as which faucet to install, which shower head, paint color, etc. 

Navigate to the Selections module

The Selections toolbar

Going from left to right you'll be able to add new selections, edit, delete, change status, import/export via excel, load from a template, create PDF reports, link a selection to a change order or a purchase order, and toggle different views.
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Start by creating your locations/rooms to be used within your selections 

 Create levels to which you can drag & drop rooms from the right under their assigned level   

Then create your very first selection. Make sure to fill in the related category, item, location/room, and description 

Note: make sure to add all related cost codes to the budget first before creating your selections

For further help please contact Support