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Customer Selections Sheet Template

Selection log organized by trade. Paint, flooring, fixtures, cabinets, countertops, appliances. Each row captures brand, model or color code, price, customer initials, and date. Download as PDF.

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Free, no signup, no email wall.
What's in this template

Every finish, every fixture, on one signed page

Sections by trade

Paint, flooring, fixtures, cabinets, countertops, appliances. Swap sections for pool builds or bath remodels.

Brand, model, price per row

No more "stainless faucet from Home Depot." Pull the exact SKU or color code and log it. Warranty claims later depend on it.

Customer initials + date

Each selection is locked as it's initialed. Any change after that becomes a change order with price difference.

Long-lead items first

Cabinets, countertop slabs, specialty tile up top. Fixtures and paint at the bottom. Matches the order things need to be locked.

Full acknowledgment block

Customer signs at the bottom confirming the selections and agreeing that changes go through change orders.

Editable structure

PDF looks clean but the categories are meant to be swapped. Pool builders replace paint with plaster, etc.

How contractors use it

Three steps from contract to install

1

Start the day after signing

Walk through the sheet on a phone call or in a kickoff meeting. Explain how it works. Customer knows the drill.

2

Lock the long-lead items first

Cabinets, countertops, specialty tile. Customer initials. That decision is locked. Fixtures and paint follow later.

3

Customer signs the acknowledgment

Once all selections are made, customer signs the bottom block. Any change after that is a change order with the price difference.

About the format

Why the price column matters

If the contract gave the customer a $4,000 fixture allowance and they pick fixtures totaling $5,200, the difference is a change order. The price column makes that conversation easy. Customer signed off, customer sees the math, customer knows the upcharge before the job ends.

The sheet drops on a single letter-size page. Categories are organized top-down by lead time, so the items you need locked earliest are the ones the customer sees first. That order alone tightens most residential schedules by two weeks.

Customer Selections Sheet
Cabinets
ItemBrandStylePriceInit
Kitchen cabinets
Bath vanities
Fixtures
Kitchen faucet
Bath faucets

Runs in your browser. No signup, no email.

Tired of chasing selections on text?

Selections in the app, locked with a tap

Same sheet, per-job, live. Customer picks from a list you set. Photo of the SKU attaches automatically. Overages roll straight into a signed change order. Free plan, no credit card.

  • Selections tracked per job, per customer
  • Photo of SKU attaches to each row
  • Overage against allowance becomes a change order
  • Customer portal shows every selection with progress
See the portal
Workhand selections in the app

Lock the selections. Ship the job on time.

Free forever plan, no credit card. Pro trial is 14 days. Cancel any time.