Company Defaults

These apply to every option's markup chain unless individually overridden.

0.08 = 108% multiplier
0.01 = Kevin commission
Suggested GPM for new options. Per-option GPM overrides this.
0.05 = 5% MD. Applies to lines where Type=Mat.
0.05 = 5%. Applied to item total after tax, before overhead.

Admin Access

Password required to edit the master options catalog.

Move image to another option

Type the option code or name, or pick from the dropdown.

📥 Import CSVs

Options Catalog

Master libraryoptions that every property's configurator can pull from
Total Options
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Active
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With Line Items
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Concept Images
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need replacement before contract
Complete
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0 selected

📚 Master Catalog — what you do here

This is the library of every option that can show up in any property's Pre-Contract Options. Edits here affect every property that uses the option. Rob, Peggy, and Kevin can all edit. If Peggy makes a change, Kevin or Rob should review and sign off before that change is shown to clients.

  • Each card = one option. Click anywhere on the card to open the editor (slide-over from the right) where you set the code, line items with cost codes, photos, and rates.
  • Bulk actions — checkbox in the top-left of any card. Select multiple → blue bar at the top lets you Activate / Deactivate / Move category / Delete. Shift-click for range select. Esc clears selection.
  • Filters — Standard / Custom / Active / All / Inactive toggles + dropdowns for Category / Division / Room. The KPI strip up top shows global counts (not filtered).
  • Photos vs Documents in the editor — Photos show to the client, Documents are internal-only (vendor quotes, spec sheets, emails).
  • Legacy badge on cards with no line items but a default rate — those came from old PCO sheets and should eventually be migrated to line items.
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Edit option

Readiness Checklist 0/6 · 0%
  • ☐ Intake captured (code, name, type)
  • ☐ Category set (not "Needs Assignment")
  • ☐ GPM set
  • ☐ ≥1 line item with cost code
Must be unique. Letters, numbers, dot, dash.
Auto-fills to bottom of category. Edit to push higher (lower = top).
Or pick "+ Add new" to create. Display name and number auto-fill from this.
For Kevin's room-by-room sales view. Leave blank for things that span the whole house (electrical allowance, flooring, etc.).
0.20 = 20% margin. Per-option (varies 13%–34% in legacy PCOs).
Per-option override (advanced)
Blank = company default. 0 = exclude.
Locked — Rob-only field (unlock via ⚙ Defaults).
Blank = company default. 0 = no tax (rate already includes).
Blank = company default. 0 = no contingency.
Buyer price preview (mirrors legacy PCO sheet)
This is what the configurator will show for this option — computed live from line items × markup chain. No saved cache.
Photos appear in the configurator, buyer view, and PDF package. Use this for visuals the client should see (model photos, finishes, balcony examples).
Drop images here or click to browse · paste from clipboard works too
Most documents are NOT shown to the client — vendor quotes, emails, spec sheets, and references stay internal. The exception: pick type "client link" on a row to surface a vendor website to buyers in Pre-Contract Options.
Drop PDFs / images / emails here or click to browse
↑↓ + Description Type L W H Qty Rate Target Unit Cost Code ↕ Subtotal
$0 total
L × W × H auto-computes Qty (e.g. countertop: L=10, W=2.5 → Qty=25 SF). Leave dimensions blank for items priced per-each. For assemblies, add one line per trade with that trade's cost code.
When checked, the buyer sees "TBD" in place of the price on Pre-Contract Options, Buyer Gallery, and PDF. Staff still see the calculated price. Buyer cannot Approve while TBD.
Flagged PCOs land in the Standard Candidates queue (Hub → Admin reveal → 📥 Standard Candidates). Rob or Kevin review and either promote it to a Standard (auto-converts), or dismiss the suggestion. Take extra care with line items, photos, and description on flagged PCOs — they'll be reused across many prospects.
Promote a property-specific option to standard to reuse on future builds.
Only this property's configurator will show this option.
Auto-fills from the property's current batch. Edit to override (e.g. moving an option to a later PCO presentation).