Client selections and allowances tracking involves receiving selection requests, logging them, checking budgets, and coordinating with trades and suppliers. Manual tracking across spreadsheets, emails, and accounting software creates delays, errors, and disputes.
Automation captures selections from any source, validates them against allowance budgets in real time, routes them to trades, updates job costs automatically, and confirms details with clients instantly. The result is faster approvals, fewer change order disputes, and accurate cost tracking.
The full workflow, from trigger to completion.
A client selection request arrives via email or is logged by the project manager.
The automation extracts the selection item, category, cost, and allowance impact from the email or form submission.
The parsed selection is automatically added to the project's selection tracker with a timestamp and status.
The automation calculates whether the selection exceeds the client's allowance and flags it for review if needed.
The selection cost is automatically posted to the job cost sheet, updating the allowance consumption.
A message is sent to the relevant trade or supplier channel with the selection details and installation timeline.
An email confirmation is automatically sent to the client summarizing the selection, cost, and next steps.
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