Propose material selections for client sign-off
Updated 25 Jul 2026
The Specs tab turns "which tile did we agree on?" into a record. You propose; the client decides on their link; approved items auto-build a contractor sheet.
1Add a selection
On the Specs tab, tap + Add a selection.
2Describe the finish
Add a photo and the product / finish name, then the room / area, category, code / SKU, vendor, quantity and unit price. Only the name is required — fill the rest as you have it.
3Let your client decide
Each selection shows Awaiting client until they tap Approve or Request change on their link. A change request comes back with their note attached, so you see exactly what they want.
4Print the contractor sheet
Once things are approved, tap 📋 Contractor sheet for a print / PDF of just the approved codes — order exactly those.
💡 Editing a selection the client already decided on re-sends it to them for fresh approval — so the record never drifts from what was agreed.
Related guides
Still stuck?
A real person will help — pick whichever is easiest. Mention what you were trying to do; the link above travels with your message.
Or ask AVa — the chat bubble on this page answers from these same guides.