Send customers an interactive sheet of finish choices with photos and prices, let them pick and sign, and auto-generate a change order when they go over allowance.
Last updated 2026-08-18
Selections are the finishes and fixtures a customer picks — flooring, countertops, plumbing fixtures, lighting. Each selection can carry an allowance (the budgeted dollar amount), which stays internal to you: the customer never sees it. Find them inside a project on its own Selections tab.
Group your selections into sections like "Kitchen" or "Master Bath", each with a short description. Inside a section, add a selection (e.g. "Master bath tile") and the options the customer chooses between, each with a price. Add photos to the options — choosing a finish without seeing it is guesswork, and a photo per option is the single biggest thing you can do to speed a decision up.
If you offer the same finish package repeatedly, build it once under Settings → Selection Templates and apply it to any project from that project's Selections tab. Everything stays editable afterwards, and changes on a project never affect the template.
Click Send for signature. The customer opens an interactive page, picks an option for each item, watches the running total update, and signs. You can also hand them your device and use Sign in person instead. For two or more signers, in-person signers go first and hand the device along, and remote signers are emailed as their turn comes — the first signer's choices are what everyone signs.
Breche files a signed PDF in the project's documents (locked, and shared to the client portal), marks each selection approved with the option the customer chose, and emails every signer their copy.
When a customer picks an option that costs more than its allowance, the Selections tab shows an amber banner with a one-click change order for the overage, so the extra is documented and billed — no awkward conversations later.
Allowances are your internal budget for choices; your full cost plan lives in Project Budgets. The two work together to keep a job profitable.
Proposals & E-Signatures
Build proposals with the drag-and-drop builder and collect electronic signatures.
Change Orders
Document and get sign-off on scope changes. Change orders work exactly like estimates — same builder, same signing — just tracked separately.
Project Budgets & Job Costing
Track internal project budgets, approve them, and see Budget vs Actual on the Profitability report.