Swatch grids from your own palettes, on a SmartBuild-priced quote. The customer picks window, door and garage door colours, and it saves to the job record so you see it on your side. A note warns them a colour change may affect pricing. Once they approve, the colours lock. If you quote doors and windows yourselves, the rows step aside and the colour travels with each priced door instead. Made for post-frame and barndominium builders only — trim, wainscot and overhead-door colours are the decisions your customers actually agonise over.
Also called: colour selection · let the customer choose colors · trim colour picker · colour options on the quote
The customer picks the window, door and garage door colours
Three rows on the quote open into swatch grids from your palettes. The customer can change their mind right up until they approve. No phone call, no email thread, no trying to remember what they said the trim was. The row tells them a colour change may affect pricing and to speak to their rep, and the picks lock as contractual the moment the quote is approved.
The customer tells the rep "the darker trim" on the phone, the rep writes "dark" on a sticky note, and the doors arrive in the wrong brown.
Customers love making their building theirs — and a colour they picked themselves is one they don't dispute on delivery day. The office stops transcribing phone calls, and the order goes in with the exact swatch.
The choice survives a re-quote
Colour picks are saved to the job, not to one estimate link. Re-quote the building and the customer's choice is still there and still visible on your side. When it lived on a single revision, exactly one screen could see it and every view opened after the re-quote could not — which is how a trim colour gets lost between quote and order.
The building gets re-quoted after the second walkthrough, the new link opens with blank colour rows, and the trim colour the customer chose last week is gone.
A customer shouldn't have to make the same choice twice. Saving to the job means every revision and every screen in the office sees the same pick, so nothing is lost between quote and order.
A colour you override comes with a written reason
Swap a colour or mark one unavailable and the customer gets a pinned banner at the top of the quote, a warning marker on the row, and your typed explanation — instead of finding out on delivery day. Unavailable colours are struck through and cannot be picked, and a choice that has since gone unavailable is flagged for a new pick rather than left sitting there.
The supplier discontinues Burnished Slate, somebody swaps it quietly, and the customer finds out when a different roof turns up.
People accept a change they were told about; they fight one they discover. A pinned banner with your own explanation keeps the customer's trust, and an unavailable colour can't be picked in the first place.
Roof, wall, trim and wainscot are named on the document
On an estimate built in Leads 2 Build, the finishes chosen in the 3D builder show above the hardware rows, each with a swatch and the colour name. They are shown, not picked, because those are design decisions already made and priced. Without them the customer sees three white hardware swatches and nothing about the Burnished Slate roof the model beside it is rendering.
The customer sees three white hardware swatches and assumes the whole building is white, while the model next to them shows a Burnished Slate roof.
A customer who sees his roof colour named feels the building is real. Showing the finishes already decided — and not letting them be changed here — keeps the priced design intact while answering the first question he'd ask.
Quote your own doors, and the colour comes with each one
Try itTick We quote doors and windows ourselves in Settings → Service Catalog and the three colour rows leave the estimate and the customer's page. The colour becomes part of each door or window you add as a service, with its own price — so a customer never picks a colour nobody costed.
A builder who prices his own doors leaves the colour rows on the quote, the customer picks a premium colour, and the upcharge nobody priced comes out of the margin.
A choice should only be offered when it has a price behind it. Moving the colour onto each priced door protects the builder's margin, and the customer still gets to choose — just on the line that pays for it.
- 1The customer opens a colour row and picks from your swatches
- 2The pick saves to the job, so it survives a re-quote
- 3You see the choice on your side, without a phone call
- 4A colour you have marked unavailable cannot be picked
- 5Once they approve, the colours are locked in
- 6Quote doors and windows as services and the colour rows leave the quote — each door carries its own colour and price
A customer's colour picks lived on one single link and were invisible to you. Every re-quote started blank, and the office only ever read the newest link — so a pick made before a revision vanished, and the wrong colour got ordered. On top of that, a background refresh wiped the customer's choice ten seconds after they made it, and a failed save said nothing at all: the colour sat on their screen and nowhere else.
- Colour picks scoped to a single estimate revision and lost on re-quote
- Optimistic UI reverting because of a background poll
- Silent write failures that split what the customer saw from what the builder had
- Colour changes after the estimate is contractual
When you change a colour, the customer is told why
A red bar sits at the top of the quote, counts the colours needing attention, and jumps straight to the first one with your explanation already open. Two things set it off: a colour you changed, and a colour they picked that has since gone unavailable. Restricted colours are struck through in the picker.
Roof, wall, trim and wainscot named on the quote
Four rows — Roof Steel, Wall Steel, Trim and Wainscot — each with its colour chip and name. They sit above the three colours the customer can change. They do not open, because those choices are already made and already priced.
Colour selection on the estimate
One colours panel, the same on a desktop and on a phone, backed by one record per job instead of a copy on every link. Each field has its own allowed palette. The panel shows which colours the customer chose, which ones are marked unavailable, and where the two collide.