Enhanced Selections & Allowances
By Anna Hunter
We are so excited to announce that we are rolling out a better way to manage selections and allowances that will enhance your client’s experience. We have heard your feedback and taken your suggestions into account while designing this extremely robust and flexible feature. Contractors can simplify client selections by giving them an organized list of selections and allowances. They can also collaborate with their clients by messaging directly on a single selection.
Key Highlights
- Create one or multiple selections that link directly to allowance budget items.
- Reallocate unused allowances to other selections.
- Allowance selections will deduct from the allowance and if exceeded will show the additional cost to the homeowner.
- Upon approval, allowance selections will roll into the allowance budget line item.
- Create items directly on the selection sheet without having to add them to the budget.
- Non-allowance selections can display the price or cost & fees.
- Upon approval, chosen selections will be added to the budget.
Take your business to the next level
The JobTread's advanced selection features not only help you and your team be more efficient, but help you upsell without the effort.
Schedule a demo today to learn more about JobTread's Advanced Selections!
Growing up on construction sites gives me unique insight into the drive and dedication of contractors just like my dad. My background inspires me to leverage organizational development and change management experience to connect contractors and builders with quality software that allow them to balance work and home life.