4 replies to this topic

[Jim Henderson]

Selections Management:

 

How does your business manage and track homeowners’ choices (light fixtures, paint colors, door styles, etc.) on a project?

 

Click here to vote: https://www.poll-mak...143x87634C45-60

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[Keith Almond]

We fill in by hand a pre-created Word document, while we are going through the available samples with the customer.

[Philip Frank]

Same as Keith

[Ron Sirolli]

i let them buy the light fixtures .I take samples for them to pick from

[Yvon Gonthier]

Being a builder, we have standards predefined for most items, some based on the model and elevation chosen.

For the exterior selections, I programmed on Excel a selection sheet with drop list so the clients can select with the sales rep the applicable items from predefined lists.

For electrical items, they meet with the electrical contractor or the sales rep supplies a written request.

The rest of the changes are done on forms with the sales rep. All items are confirmed on work orders programmed in Excel.