Material Selections

This guide explains how Material Selections work in Billdr, from the client experience to the contractor setup.

Written By Francois Jullien

Last updated 15 days ago

1. What the Client Sees

Material selections are managed directly from the client dashboard.

From their dashboard, clients can:

  • See material selections organized by sections and groups

  • View product options (with photos)

  • Know which selections are mandatory

  • See due dates for each selection to keep the project on schedule

  • Make their selections directly in the dashboard

Clients clearly see:

  • What they need to choose

  • When it’s due

  • Whether the selection is required

This helps avoid delays and confusion.

2. How Material Selections Are Structured

Material selections are organized in three levels:

  1. Section

    • Example: Bathroom, Kitchen, Flooring

  2. Group (inside a section)

    • Example: Faucets, Vanities, Tiles

  3. Products (inside a group)

    • Multiple options the client can choose from

Each group can contain several product choices, giving clients flexibility while staying within your structure.

3. Setting Up Material Selections (Contractor View)

From the contractor/admin view, you can:

  • Create sections and groups

  • Add product options to each group

  • Upload photos for better client clarity

  • Mark selections as mandatory or optional

  • Set due dates for selections

These tools allow you to fully customize material selections based on your project needs.

Note: Only publicly accessible websites or products can be automatically added by our AI. If you add a page that requires a login, it will not work, and you will need to add the information manually.

4. Keeping Projects on Schedule

  • Required selections include a due date

  • Clients are informed that late selections may impact the schedule

  • This sets clear expectations and reduces follow-ups

5. Why Use Material Selections

Material selections help you:

  • Centralize all client choices in one place

  • Reduce back-and-forth emails and texts

  • Keep projects organized and on schedule

  • Give clients a clear, professional experience

Troubleshooting

If one or more product URLs fail to load and you see a grey image, our scraping tool was unable to retrieve the product information. Please check whether the website you’re trying to add a product from requires a login to access all the details.

If the image fails to load, we recommend manually adding the product information.

Don’t worry—failed products in your selection are not visible to customers.