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How to Add Upgrades to Assemblies

This article explains how to create upgrades from a base item and how to apply tags to upgrades to improve clarity and organization within your estimates.

What Are Upgrades?

Upgrades allow you to offer alternative selections based on a base item. The base item is typically your lowest-cost or standard option, from which clients can choose higher-end alternatives.

💡 Best Practice: Use your cheapest or most basic option as the base item, then layer upgrades on top of it.

Creating an Upgrade from a Base Item

  1. Start with a base item already added to your estimate.

    • Example: Kitchen Sink – Option 1

  2. Select the item and click the cube icon.

  3. Navigate to Cells & Upgrades.

  4. Click Include alternative selections for this item.

Setting Up the Upgrade Group

You will be taken to the upgrade setup screen.

Selection Group Name

  • The first field is the Selection Group Name.

  • This appears as a grey header in the proposal and helps clearly separate upgrade options for the client.

Example:

  • Kitchen Sink

Description

  • Add a short description to guide the client on what to select.

  • This text appears below the selection group header.

Choosing Client vs Internal Selection

Below the description, choose whether the upgrade is:

  • Client Selection (most common) – The client can choose from the available options

  • Internal Selection – Used for internal decision-making only

In most cases, upgrades should be set as Client Selection.

Adding Upgrade Options

You can add upgrade options in two ways:

Option 1: Create a New Item

  1. Click New Item.

  2. Enter the item name (e.g. Kitchen Sink – Option 2).

  3. Use the edit controls at the top to:

    • Set pricing

    • Add images

    • Adjust item details

  4. Save the item to your library.

The upgrade will now show an additional cost compared to the base item.

Option 2: Add Existing Library Items

  • If you already have items saved in your library, simply select and add them to the upgrade group.

Removing Upgrade Options

To delete an upgrade option:

  1. Hover over the item you want to remove.

  2. Click Delete.

This makes it quick and easy to adjust available upgrade options.

Saving Your Upgrades

Once all upgrade options are added:

  1. Click Save and Close.

Your upgrade group is now complete and ready for use in the estimate.

Adding Tags to Upgrades

Tags help categorize upgrades and provide additional context for users and clients.

How to Add Tags

  1. Select the upgrade item you want to tag.

  2. In the top-right corner of the item card, click Tags.

  3. Choose from the preset tags, or

  4. Click Other to create a custom tag.

  5. Enter your custom tag (e.g. Mid-level).

  6. Click Save and Close.

Why Use Tags?

  • Helps differentiate upgrade tiers (e.g. Basic, Mid-level, Premium)

  • Improves clarity during client presentations

  • Keeps upgrade options organized and easy to understand

Summary

Upgrades allow you to build flexible, client-friendly options from a single base item. By grouping upgrades clearly, adding pricing and visuals, and applying meaningful tags, you can present choices that are easy for clients to understand and simple for your team to manage.