UDA Technologies Blog

How to Organize Client Selections {Free App}

One of our most resounding recommendations when it comes to client selections is having a standard structure to serve as your guide when setting up new projects. A standard selections structure is best practice as it allows you to have a comprehensive reference of finishes to ensure every facet of the project is addressed sufficiently. Easily adapted from a finish schedule like this one, to a template of categories & subcategories in ConstructionOnline’s home construction Client Selections tool, these options can be customized for each individual project created going forward, but you aren’t having to reinvent the wheel every time.

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Topics: UDA OnSite Mobile Apps Free Template Best Practices

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Project Log Entries

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Projects in ConstructionOnline™

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Project To Dos Created

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Punch List Items

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Selection Choices

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Change Orders Created

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RFIs Answered

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Schedules Managed

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Unique Zip Codes Logged