📋 Requirements
Before you begin, make sure:
You have access to a project
A selection has already been created
At least one option has been added to the selection
👉 Learn more about How to Create a Selection in Buildern
Configure Selection Pricing
When creating or editing a selection, locate the Pricing field in the selection details.Pricing controls whether the client can see pricing information for the available options.
Enable Pricing when the selection is tied to an allowance and clients need to compare options based on cost.
When pricing is enabled, you can configure pricing-related fields such as:
Quantity
Unit Type
Pricing calculations
Cost-related option details
This is commonly used for allowance-based selections where clients compare options with different costs.
Disable Pricing if you do not want clients to see pricing information.
This is useful for selections such as:
Paint colors
Flooring styles
Fixtures
Finishes
Design preferences
When pricing is disabled, clients focus on the product details rather than cost.
ℹ️ Note - Pricing is automatically disabled for selections created from standard estimate items and cannot be modified. Pricing is only available for selections created from allowance items.
Configure Quantity
The Quantity field defines the quantity associated with the selection option.
You can:
Enter a quantity manually
Use measurements from the estimate
Create formulas for automatic calculations
Click How to use Quantity field to view Buildern's quantity calculation tools.
💡 Tip - Quantity calculations can use Takeoff measurements directly. This allows Buildern to automatically calculate material quantities, pricing, and allowances based on measured project dimensions.
Use Measurements
Click the Measurements icon to reference measurements from the estimate.
From here, you can:
Select existing measurements
Add measurements manually
Create measurements in Takeoff using Add in Takeoff
Measurements can then be used directly within quantity calculations.
Use Formulas
Click the Calculator icon to open the formula builder.
Formulas allow you to automatically calculate quantities using measurements and mathematical expressions.
For example:
ROUND({Floor Area} * 1.1 / 2)
This can be used to automatically calculate material quantities while accounting for waste factors or installation requirements.
Configure Unit Type
The Unit Type field defines the unit used for quantity calculations and pricing. You can use the dropdown to choose the needed unit.
If the required unit does not exist, click Add New to create a custom unit type.
Here you need to enter a name for the unit and it will be saved to be used in the future as well.
Configure Client Selection Rules
The Selection Type setting determines how many options a client can choose.
Available options include:
1) Client can select single option
Allows the client to choose only one option from the selection.
Common examples:
Flooring type
Paint color
Countertop material
Appliance package
2) Client can select multiple options
Allows the client to choose multiple options within the same selection.
Common examples:
Upgrade packages
Additional accessories
Hardware selections
Optional project add-ons
Choose the option that best matches the intended client workflow before publishing the selection.
Save the Selection
Once you have configured the pricing, quantity, unit type, and client selection settings:
Add the required selection options.
Review the selection details.
Click Save or Publish.
The selection will then be available for client review according to the settings you configured.
With this feature in place, managing your workflow becomes even easier.
Happy building!