Overview
Selections is Structur's client-facing finish selection tool. It gives your clients a clean, professional document to review their finish options, make their choices, leave comments, and sign off - all without a single email attachment or back-and-forth spreadsheet.
Every project has decisions to make about materials, finishes, fixtures, and other owner-selected items. Without a structured process, those decisions get buried in texts, emails, and verbal conversations that are hard to track and easy to dispute. Selections solves that by putting every option in one organized document with photos, descriptions, SKU numbers, and pricing so the client knows exactly what they are choosing between.
Once the client signs, the selection is marked Complete and the full approval trail including their signature, the date, and every action taken is logged automatically. Your team has a clean record of what was chosen and when, with no ambiguity.
Understanding Selections
What It Does
Selections allows you and your team to:
Create structured selection documents organized by groups and cost codes with multiple options per item
Add photos, descriptions, SKU numbers, and pricing to each option so clients can make informed choices
Link selections to allowance items from the project budget so selections stay connected to your financial tracking
Send selections to clients by email with a branded link they click to review and respond
Collect client comments on individual options before they make a final choice
Get digital sign-off - clients select their options and sign directly inside the selection document
Approve manually when needed without requiring client action
Track every action in a full activity log showing who did what and when
When to Use It
Selections is most valuable when you want to:
Present finish options to a client in a professional, organized format instead of an email chain
Give clients a clear record of what they chose and when they approved it
Keep material decisions tied to your project budget via allowance items
Eliminate disputes about what was selected by capturing a digital signature at approval
Track the status of outstanding client decisions across your projects
Step-by-Step Instructions
1. Open the Selections Module
Click Projects in the left sidebar
Open the project you want to work in
Click Selections in the module top bar
The Selections list view opens. If no selections exist yet you'll see the empty state with a + New Selection button.
2. Create a New Selection
Click + New Selection in the top right
The new selection opens in Draft status
Fill in the Basic Info section:
Title (required) - name the selection clearly, for example "Kitchen Finishes" or "Flooring Selections"
Requested By (required) - the team member requesting the selection
Due Date - set a deadline for when the client should respond
Description - add any context or instructions for the client using the rich text editor
3. Add Groups and Cost Codes
Selections are organized into groups. Each group contains one or more cost code items, and each cost code item can have multiple options for the client to choose from.
To add a group:
Click + New Group in the Selection Items section
The New Group modal opens with two steps
On the Group Info tab, enter a Group Name and click Next
On the Add Cost Codes tab, choose your source:
Budget - pulls cost codes from the project budget
Catalog - pulls from your cost code library
Toggle Show only Allowance items on to filter to allowance-tagged cost codes only
Search for and select the cost codes you want to include in this group
Click Create
Note: The Show only Allowance items toggle is on by default. This is the most common workflow - linking selections to allowance items in your budget. Turn it off if you want to pull in non-allowance cost codes.
4. Add Options to Each Item
Each cost code item inside a group needs at least one option for the client to review. Options represent the actual choices - the specific tile, fixture, or finish the client can select.
Click + Add Option under any cost code item
Add the option details:
Photo - upload an image of the option
Name - the option name
Description - any details about the option
SKU - the supplier or product SKU
Price - the cost of this option
Repeat for each option you want to offer on that item
Add as many options as needed across all items in the group
Note: You can also click + Add New Cost Code at the bottom of a group to add additional items directly without going through the New Group modal again.
5. Attach Files
The Files section at the bottom of the selection accepts supporting documents and images.
Click Click To Upload or drag and drop files into the Files section
Accepted formats: SVG, PNG, JPG, PDF, GIF
Use this section to attach floor plans, product spec sheets, or any reference documents that help the client understand their options.
6. Send to Client
When the selection is ready:
Click Send To Client in the top right
The Send Selection modal opens
The Recipient is pre-populated with the client's name and email from the project
Write your Message to the client in the rich text editor
Click Send
The client receives an email from [email protected] with the subject "Structur.com: Selection #[number] - [Title]". The email includes a View Selection button that links directly to their selection.
The Email Status in the list view updates to Delivered once the email is sent.
7. What the Client Sees and Does
When the client clicks View Selection in their email, they land on a branded selection page showing:
Prepared By - your company details
Client Details - their name and email
All selection items with photos, descriptions, SKU numbers, and pricing
+ Add Comment under each option to leave notes before deciding
A Comments section at the bottom for overall feedback
When the client is ready to finalize:
The client selects their chosen option by checking the checkbox on the option card
They click Sign & Complete Selection in the top right
They sign the document digitally
The selection status updates to Complete in Structur
If the client needs changes before signing, they can click Request Edits to send feedback back to your team.
8. Approve Manually
If you need to mark a selection as complete without client action:
Open the selection
Click Approve Manually in the top right
Confirm the approval
The selection status updates to Complete and the approval is logged in the activity trail.
Note: Use Approve Manually when you have verbal or in-person approval and need to close out the selection in Structur. The activity log records who approved it and when.
9. Review the Activity Log
Every selection has an Activity section at the bottom that logs every action automatically:
Selection created
Options added
Selection sent to client
Option selected by client
Selection signed
Selection approved manually
This gives you a complete, timestamped record of the entire selection process.
Best Practices
Add photos to every option - clients make faster, more confident decisions when they can see what they are choosing between. A selection without photos creates unnecessary back-and-forth.
Use allowance items when building groups - linking selections to your budget allowances keeps your financial tracking connected to client decisions from the start.
Set a due date on every selection - clients with a deadline respond faster than clients with an open-ended request.
Write a clear message when sending - the message field in the Send Selection modal is your chance to set expectations. Tell the client what you need from them and by when.
Use the Description field for context - if the selection covers a specific room or scope, say so in the description so the client knows what they are reviewing.
Check the activity log before following up - before calling or emailing a client about a pending selection, check the activity log to see if they have already opened or interacted with it.
Common Questions
Q: Can a client select more than one option per item?
A: Currently, each item supports one selected option per the client's sign-off. The client checks the option they want and signs to confirm.
Q: What happens after the client signs?
A: The selection status changes to Complete. An Approval section appears at the bottom of the selection showing the client's name, the date and time of signing, their email, and their digital signature. The full action trail is logged in the Activity section.
Q: Can I approve a selection without the client signing?
A: Yes. Click Approve Manually in the top right to mark the selection as complete without client action. Use this when you have verbal or in-person approval and need to close it out in Structur.
Q: Are selections linked to the project budget?
A: Yes, when you use allowance items. When creating a group, toggle on Show only Allowance items to pull cost codes that are tagged as allowances in your budget. Linking selections to allowances keeps your financial tracking connected to client decisions.
Q: Can selections generate change orders automatically?
A: Currently, the automatic link between selections and change orders is not yet live. If a client selects an option that differs from the budgeted allowance, create a change order manually to capture the difference.
Q: What email address does the client notification come from?
A: Client selection emails come from [email protected] with the subject line "Structur.com: Selection #[number] - [Title]". Let clients know to expect email from this address so it does not end up in spam.
Q: Can I send a selection to more than one recipient?
A: Currently the Send Selection modal sends to the client assigned to the project. If you need to loop in additional recipients, forward the selection email to them or share the selection link using the copy link icon in the top bar.
Common Mistakes to Avoid
❌ Don't | ✅ Do |
Send a selection without photos on the options | Add a photo to every option so clients can see exactly what they are choosing |
Leave the due date blank | Set a due date on every selection to keep clients on schedule |
Skip the message when sending to the client | Use the message field to explain what you need and by when |
Approve manually without noting why | Use the Comments section to record the reason for manual approval before closing it out |
Expect automatic change orders when a client selects a non-standard option | Create change orders manually when a client selection differs from the budgeted allowance |
Send a selection before all options are added | Complete the full selection with all items and options before clicking Send To Client |