Excel and Google Sheets template
Builder selections and allowance tracker
Track every selection against its allowance, get the client to sign off, and bill the overages as change orders with your markup. Built for the builder, not the homeowner.
$19.50 on Etsy · Instant download
Who it's for
Budgets slip one selection at a time
The upgraded faucet. The tile that's $3 more a foot. The lights the client found on Instagram. None of them feel big on their own, but they add up fast.
This selections and allowance tracker is for the builder. It puts every selection next to its allowance so you can see the overage before it turns into an argument at the final invoice.
Sample jobs are already filled in so you can see how it works. Look around, clear them out, then add your own.
What's inside
What's in the selections and allowance tracker
Selections log
Room, item, vendor, allowance, actual, status, sign-off, order date, lead time and ETA for every selection.
Client sign-off sheet
Pick a job and the printable sign-off sheet fills in, ready for the client to sign.
Overage change orders
Bill overages as change orders with your markup, a CO number and the paid date.
Jobs and vendors
Keep your jobs and vendors in one place. Lead times fill in for you.
Dashboard
Overage totals up top, plus two pie charts.
Weekly selections check
A 15-minute check each week to see what still needs a decision, an order or a signature.
How it works
Set it up once, check it once a week
Download
Buy on Etsy and download the file. Open it in Excel, or upload it to Google Drive and open it with Google Sheets.
Set up
Clear the sample jobs and add your jobs and vendors.
Log selections
Add each selection as the client picks it, then print the sign-off sheet.
Weekly check
Spend 15 minutes a week on the dashboard and bill any overages as change orders.
Questions
Selections and allowance tracker FAQ
Do I need Excel?
No. It works in Excel and in free Google Sheets. Upload the file to Google Drive and open it with Sheets. There are no macros, no subscription and nothing is locked.
Is this for homeowners?
No. It's built for the builder, to track client selections against the allowances in your contract.
How are overages billed?
Each overage becomes a change order with your markup, a CO number and the date it was paid.
Can the client sign off on selections?
Yes. Pick a job and the printable client sign-off sheet fills in with that job's selections.
Is it part of a bundle?
Yes. It's one of the four kits in the Contractor Office Bundle, and it's also sold on its own.
Instant download
Get the selections and allowance tracker
$19.50 on Etsy. You'll see the full listing and check out there.
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