What the selections schedule is for

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Colour Selection is the client’s selections schedule — every choice they make, room by room, recorded against the items you priced.

Why it needs to be a document

Selections are the largest source of disputes on a residential job, and almost all of them come down to the same thing: nobody wrote it down.

The client remembers choosing the matt tile. The order went out for gloss. Six weeks later the bathroom is tiled and somebody is paying to redo it.

A selections schedule is the record that prevents that. It is also the document that gets signed off, which is what makes it useful when memories differ.

What it connects to

Connects to	How
BOQ items	Selections are made against the items you priced
Products	The specific product chosen, with SKU and image
Purchase Orders	The chosen product’s part number goes on the order
Variations	A selection above its allowance becomes a variation

That last row is the commercially important one. Most PC and PS items in a bill are there because the client has not chosen yet. When they do, the difference between their choice and the allowance is a variation — and the selections schedule is where you find out.

The process

Estimate. The estimator prices the job and sends the items that need choosing to the selections schedule — a category at a time, straight from the estimate.
Select. The interior consultant and the client choose, in the office or through a private link sent to the client and their designer.
Approve. The builder approves each selection, and raises a variation for anything over its allowance.
Update the estimate. The approved selections are pushed into the BOQ items, with the change to the estimate shown and confirmed first.
Update the orders. The same push updates every purchase order not yet sent, so what was chosen is what gets bought.

How it is organised

Rooms, containing categories, containing items.

Kitchen
  Tapware
    Sink mixer
  Benchtops
    Stone benchtop
  Appliances
    Oven
    Cooktop
Main bathroom
  Tapware
    Basin mixer
    Shower mixer
  Tiling
    Floor tile
    Wall tile

That structure matters because it is how a client thinks. They choose for the kitchen, not for cost center 1100.

What an item carries

Field	What it is
Item Code / Item Name	What is being chosen
Description	The detail
Price and Quantity	What it costs
Product URL	Link to the product
Colour Selection Note	Visible to the client
Internal Note	Never shown to the client

The two note fields are worth keeping straight. “Client leaning towards matt, chase by Friday” belongs in the internal note.