Free builder selection sheet template

A budget line for an item the client hasn’t picked yet, such as tile or light fixtures. If the final choice costs more or less, the difference is settled by change order. See allowance in the glossary.

Before you order, and early enough to cover lead times. Put selection due dates in your schedule so a late choice doesn’t stall the job.

Say so either way in your contract. Some contractors make allowances materials-only and others include labor. The sheet works for both if you’re consistent.

Yes. Rename the items or add rows. In Excel, keep the category name in the first column so the summary picks them up.

A selection sheet lists every finish the client must choose, such as cabinets, counters, tile, flooring, fixtures, lighting, appliances and paint, with the allowance, actual price, lead time and the client’s initials. Some builders call it a material selection sheet. On a new build it covers the whole house, room by room: add rows for each room, and in Excel keep the category in the first column so the summary picks them up.

Yes. Rename the items or add rows for each room and for exterior finishes such as siding, roofing, windows and doors, and set selection deadlines that fit your build schedule. Keep a revision number on each version and get initials on every final choice. In ECHOPS, you quote a home from your price book with allowances for selections and options; see software for home builders.

Set each allowance from what a typical choice costs in your market, and say in the contract whether it includes installation. Copy it into the Allowance column so differences show as soon as the client picks. In ECHOPS, estimates price allowances from your price book, and you can add products from a home improvement store catalog at cost with markup; see kitchen and bath estimating software.