Customer Selections Sheet Template

When to use this

Use the selections sheet on any job where the customer is choosing finishes, fixtures, or appliances. Remodels, new builds, kitchen and bath jobs, pool builds, additions. Anywhere the customer's taste touches the scope.

Start the sheet the day after contract signing. Walk through it on a phone call or in a kickoff meeting and explain how it works. The customer initials each row as they make a decision. Once initialed, that selection is locked. Any change after the initial requires a change order with the price difference and any restocking fee.

Long-lead items go first. Cabinets, countertop slabs, custom tile, custom doors, specialty windows. These are what stall the project if they sit unselected. Paint and standard fixtures can be locked closer to install. The sheet keeps the order of decisions clear for the customer so nothing surprises them when you hit a deadline.

What's included

• Job header with job name, project address, and customer name
• Sections organized by trade: Paint Colors, Flooring, Fixtures, Cabinets, Countertops, Appliances
• Each row captures: Item, Brand, Model or Color Code, Price, Customer Initials, Date Selected
• Paint section split into Interior and Exterior
• Flooring section covers tile, hardwood, and carpet with SKU lines
• Fixtures section covers faucets, lights, and hardware
• Final customer acknowledgment block with full signature releasing the locked selections

Template preview

How to customize

Swap the trade sections to match your job type. The default covers kitchen-and-bath remodels, but the same structure works for any project. Pool builders should replace Paint Colors with Plaster, Flooring with Deck and Coping, Fixtures with Equipment and Lights, Cabinets with Cabana or Outdoor Kitchen, Countertops with Outdoor Counter, Appliances with Pool Equipment and Automation. The columns stay the same.

Add a Notes column on the right if your customers tend to write rationale next to selections ("for the kids bath, has to hold up to chlorine"). It does not change the structure but gives the customer a place to capture intent that helps later when ordering substitutes if something is backordered.

If you work from allowances, add a column for "Allowance" before "Price" so the math is transparent. When the customer picks a $1,400 faucet against an $800 allowance, they see the $600 upcharge before they sign. This single move saves more change-order arguments than any other.

Track who initialed each row, especially on jobs with two homeowners. If only one initialed, double-check the other is on board before locking it. Plenty of jobs have ended badly because one spouse signed off and the other discovered the choice during install.

Common mistakes

• Letting the customer make selections via text. There is no signed record. Run everything through the sheet, even if you take a photo of their text and write it in yourself.
• Skipping the date column. Without dates, you cannot prove the order of decisions when the customer claims they changed their mind earlier than they did.
• Not capturing SKUs and model numbers. "Stainless faucet from Home Depot" describes a hundred products. Pull the exact SKU and write it down.
• Forgetting to log discontinued items. If the customer's first choice is discontinued mid-project, log the substitute on a new row, do not overwrite. The history matters when there is a warranty claim later.

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Frequently asked questions