Remodeling contractors
Track selections, permits, and client decisions
Selections usually slows down when selection sheets, permit applications, client emails, design notes, vendor quotes, and project tasks do not tell the same story, or when a selection is missing, permit status changes, or client approval is overdue. Imagine keeps those sources in view, prepares a decision list, permit update, and client reminder draft, and separates the ready work from the judgment calls. After review, the approved update goes back to the project workspace and client portal, so projects avoid delays caused by hidden decisions.
The manual reality today
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01
Selections can start with status hunting
selection sheets, permit applications, client emails, design notes, vendor quotes, and project tasks each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
The next selections touch arrives late
When a selection is missing, permit status changes, or client approval is overdue, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The selections trail gets scattered
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Watch the selections sources
Imagine watches selection sheets, permit applications, client emails, design notes, vendor quotes, and project tasks for new activity, stale items, and changes that affect the work.
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02
Build the selections packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Queue selections for review
Imagine drafts a decision list, permit update, and client reminder draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the selections decision
After review, approved actions are recorded in the project workspace and client portal with the context, approver, and timestamp preserved.
Works with the tools you already run
- Buildertrend
- CoConstruct
- Houzz Pro
- Google Drive
- DocuSign
- Asana
What changes
The selections queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around selections stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about selections take less digging
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle selections?
Imagine watches selection sheets, permit applications, client emails, design notes, vendor quotes, and project tasks, spots when a selection is missing, permit status changes, or client approval is overdue, and prepares a decision list, permit update, and client reminder draft for review. Approved actions sync back to the project workspace and client portal with the supporting context attached.
Can selections stay in review?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the project workspace and client portal is updated.
Where does Imagine update selections status?
This workflow can connect to systems such as Buildertrend, CoConstruct, Houzz Pro, Google Drive, DocuSign, Asana. Imagine works on top of those tools instead of replacing the system of record.
What changes in selections?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so projects avoid delays caused by hidden decisions.