Builder allowance and upgrade tracking software

You set the upgrade price in your item template, and it carries across onto every job. Leave it blank for your standard inclusions, covered under the client's allowance.

In the client portal or showroom display, each product card shows its price badge. A running upgrade total keeps track of any additional costs, keeping your client informed.

Items that cannot be priced in advance can be marked with a P.O.A. badge and are kept out of the running total. This can be particularly useful for items that require other selections to be made first.

P.O.A. items are shown as a separate count of how many your client has chosen, so they can be signed off once quoted.

Lock a single area once it is signed off, or lock the whole job. Your client can no longer change or remove a choice in a locked area, in the portal or in showroom mode.

Because you lock area by area, you can finalise the bathrooms while your client is still deciding on the kitchen.

The upgrade total is visible to both you and your client, ready to be signed off on your selections schedule or as part of a variation. Variations appear in your client's portal with the amount and the detail, and they accept with an on-screen signature.

Every choice lands on the job's Chosen Selections screen, where you add quantities and supplier notes and raise purchase orders from the same record. See how that works on the trade portal and client selections pages.