BuildSelections
Help Center
Fast, public help for the real BuildSelections workflow: creating projects, adding selections, finalizing choices, tracking orders, inviting collaborators, editing your profile, and keeping weekly digests on.
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project, invite, or profile.Getting Started
Getting Started
Project setup, dashboard basics, and the core workflow for getting a workspace live.
How to Create a New Project
Create a project from the home screen, choose your role, pick rooms, and seed the first set of decisions.
Getting StartedHow to Choose Rooms When Starting a Project
Use the room picker during project setup to seed the right decisions from the start.
Getting StartedHow to Add Rooms to an Existing Project
Add more rooms after project creation and seed new decisions without rebuilding the project.
Getting StartedHow the Home Dashboard Works
Use the dashboard to see active projects, Due Soon items, Past Due items, budget progress, and recently deleted projects.
Getting StartedHow to Open a Project and Switch Sections
Move between Decisions, Final Decisions, Design Board, Files, Feed, and other project views.
Getting StartedHow to Use Project Settings
Project Settings is where you rename the project, set the budget, manage collaboration, approvals, exports, QR, and project state.
Getting StartedHow to Mark a Project Complete and Reopen It
Move a project between Active and Completed from Project Settings.
Getting StartedHow to Recover a Recently Deleted Project
Restore a soft-deleted project from the dashboard during the 14-day recovery window.
Decisions & Selections
Decisions & Selections
How to add options, compare products, finalize choices, and keep selection records clean.
How to Add a New Selection
Create a new decision inside a project when a choice is missing from the seeded room scope.
Decisions & SelectionsHow to Add More Options to a Selection
Compare multiple products side by side inside one decision instead of scattering them across texts or notes.
Decisions & SelectionsHow to Add Product Photos to a Selection
Upload product images directly onto each option so the team is looking at the same visual reference.
Decisions & SelectionsHow to Add a Product Link or Scan a QR Code
Paste a product URL or scan a showroom QR code so the exact product page stays attached to the option.
Decisions & SelectionsHow to Fetch Product Details from a Link
Use the product-link import button to pull in details when your plan has that feature enabled.
Decisions & SelectionsHow to Set Due Dates and Budgets on a Selection
Add a due date and budget to each decision so the dashboard can prioritize work and budget reporting stays useful.
Decisions & SelectionsSave Progress vs Finalize Choice
Use Save Progress while the team is still deciding and Finalize when the selection should move into the approved record.
Decisions & SelectionsWhy Finalize a Selection
Finalizing turns a working comparison into a trusted project record for the team, budget, and purchasing flow.
Decisions & SelectionsHow to Track More Than One Final Selection
Use additional final selections when a decision genuinely needs more than one approved item.
Decisions & SelectionsHow to Decline and Restore Options
Hide options that are no longer in the running without deleting the history.
Decisions & SelectionsHow to Use Decision Notes and Discussion
Keep rationale, comments, and follow-up in the decision record instead of scattering it across texts.
Ordering & Files
Ordering & Files
Procurement, invoices, files, final records, and the tools that support purchasing.
How to Enter Order and Tracking Info
Track ordering, shipping, receiving, and delivery status on finalized options.
Ordering & FilesHow to Upload an Invoice
Attach the invoice directly to a finalized option so pricing proof stays with the approved selection.
Ordering & FilesHow to Request a Change Order
Use the change-order flow when an approved selection needs to be reopened with a documented reason.
Ordering & FilesHow to Review a Change Order
Assigned approvers can review pending change orders and approve or reject them from the project workspace.
Ordering & FilesHow to Use Final Decisions
Review the approved record of locked selections without digging through the open decisions list.
Ordering & FilesHow to Use the Design Board
See finalized selections grouped by room in a more visual review mode.
Ordering & FilesHow to Rename a Room
Rename a room when the project evolves or a generic template name needs to become more specific.
Ordering & FilesHow to Upload Project Files
Store contracts, spec sheets, permits, quotes, and reference files in the Files section.
Team & Reuse
Team & Reuse
Invites, permissions, favorites, and reuse workflows for repeatable work.
How to Invite Someone by Email
Send a single-use email invite directly from the project workspace.
Team & ReuseHow to Share an Invite Link
Create a single-use invite link you can text, email, or copy manually.
Team & ReuseHow to Remove Yourself or a Project Member
Owners can remove other members, and non-owners can remove themselves from a shared project.
Team & ReuseHow to Save a Favorite Decision
Save a finalized decision into your Favorites library so you can reuse that choice in another project.
Team & ReuseHow to Save a Favorite Room
Save a room bundle so you can reuse a whole set of finalized decisions together.
Team & ReuseHow to Import Favorites Into Another Project
Bring saved decision favorites or room favorites into a writable project instead of recreating them by hand.
Account & Billing
Account & Billing
Profile, digests, plan access, exports, and account-level settings.
How to Edit Your Profile
Update the account details BuildSelections uses for your identity and notifications.
Account & BillingHow to Change Your Email or Contact Details
Update your email, name, or phone from the Profile screen so your account stays current.
Account & BillingHow to Sign Up for Weekly Email Digests
Enable the weekly digest from Profile to get a summary of due, overdue, and recent project activity.
Account & BillingHow to Change Your Digest Day
Pick which day of the week your weekly digest arrives.
Account & BillingHow to Manage Plan and Billing
Use the Profile page to move between Starter, Homeowner, and Pro flows or open the billing portal when available.
Account & BillingHow to Download a Full Project Export
Create a ZIP backup that includes project JSON, feed data, and exportable assets.
Account & BillingHow to Export a Project CSV
Download an Excel-friendly CSV with one row per option, including decision details, budgets, vendor links, and notes.
Account & BillingHow to Delete Your Account
Use the Profile danger zone to permanently remove your account when you no longer need it.
Field & Site
Field & Site
QR workflows and job-site access patterns for field teams.