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A homeowner considering the finishes at a kitchen island.

Selections

Construction selection management for client decisions.

Use a visual idea to discuss direction, then have staff review, publish and record the real product selection and budget decision.

Plug and playProject selections: Sign in and it works. Add choices, options, supplier details, and budgets in the project; publish them when a client should see them.

Plug and play: sign in and it works. Your plan, permissions and project assignment apply.

Vanity and countertop

Published to client

Budget in the proposal: $2,200.00

Option ASupplier A · SKU VT-3018$1,980.00Within budget
Option BSupplier B · SKU WD-2400$2,200.00At budget
Option CSupplier C · SKU NT-3600$2,640.00$440.00 over budget

The client's choice and the time it was made are recorded with the selection.

Willow Creek - Primary bath

How it works

Add options or selections to the project. Use Visualizer with a plan that includes it. Import supplier catalogs from a reviewed CSV or your supplier account.

  1. Give clients clear options. Compare products against the budget in Selections.

  2. Save the result. Keep reviewed concepts and quote selections with the project.

  3. Share options. Publish the options you want the homeowner to see.

  4. Plan selected products. Add the selected items to the ordering plan.

Read the step-by-step Help Center article

Agree on a visual direction

Explore the look with a room photo or mood board. Then choose real products against the budget.

Explore the room before choosing products

Before the selection

Direction
Room concept to review
Budget boundary
$2,200.00 vanity and countertop budget
Decision
Compare published alternatives

A concept guides a conversation. Product, price and fit need review.

Willow Creek - Primary bath

Picture a design before choosing products. HHM Intelligence drafts concepts from your room photos for your team to review.

Read the visualizer guide

Build selection options

Find products that fit the budget. Your team confirms vendor prices before publishing options for the homeowner.

Read the product-choice guide

Show options and save the client's choice

Check the product before publishing

Product
Name, photo and client-facing description
Supplier
Vendor and SKU
Price
Confirm against the allowance
Timing
Check lead time for the ordering plan
Willow Creek - Primary bath
  1. Supplier and SKU
  2. Allowance
  3. Recorded choice

Give the client choices within the budget. PM saves their selection, name, and decision time.

Plan the order and delivery

Check the client view before publishing

Preview the client portal

Client sees
The choices and job updates you publish
Client does
Choose products and review shared proposals
Team keeps
Private notes and drafts until you share them
Willow Creek - Primary bath
  1. Published choices
  2. Job details
  3. Portal preview

Preview the portal to check the choices your client will see. They also see the proposals, schedule highlights, invoices, documents and updates you share. See client access.

Keep the job moving

Previous stepEstimating, templates and takeoffsNext stepJob costing, scheduling and orderingEvery toolBrowse all tools

Related pages

Contractor project management softwareConstruction scheduling softwareContractor CRM softwareEstimate templates for contractors

Start your next job in HHM Core PM.

Know what’s included. Know what changes.

New features are free on paid plans during beta. See the beta terms for dates and charges.

Free during beta until November 18, 2026

Room concept drafts

Review room concept drafts before choosing materials.

After beta: Included in Growth, Pro and All-Inclusive; no Starter add-on price is published.