Skip to content

Help · Clients & subcontractors

Offer the client choices, such as a worktop or a basin, against an allowance, let them choose and sign in the portal, and turn anything over the allowance into a change order.

[Draft]

Draft: this article is still being written. The outline below is accurate to how Konverge works today, but the step-by-step detail is not finished. For help with this now, email support.

Who can do it
Your team sets up selections. Clients choose in the client portal.
Where
Phone and web
Status
Draft
On this page
  1. 01What this article will cover
  2. 02In the meantime

This article is still being written. Here is what it will cover, so you know what Konverge does today.

What this article will cover

  • Setting up a selection: the item, the options with prices, the allowance and the date the choice is due.
  • What the client sees, and choosing (some choices ask for a signature).
  • Going over the allowance: Konverge drafts a change order for the difference, and you confirm the choice once it’s dealt with.
  • Reminders when a choice is due.

In the meantime

Open the project’s Selections tab.

If you need a hand now, email support@getkonverge.com and we’ll walk you through it.

Read next

Support

Still stuck?

Email us and say which company and project, what you expected and what happened. A screenshot helps. We reply by the next business day, UK time. Never send us a sign-in code.