Roof & Ratio Client Selections & Finish Tracker
Roof & Ratio Client Selections & Finish Tracker
Description
See how it works before you buy
Free illustrated walkthrough. No purchase or download needed.
This is a fictional example based on the product's features. It is a presentation, not a live calculator or screenshot of the tool.
Keep finish selections, approvals and purchasing details together.
1. Enter your information
- Selection: Bathroom vanity
- Allowance / actual selection cost: $800 / $950
- Approval / ordering: Approved; order pending
- Details: Model, finish, supplier and expected delivery
2. See the result
The selection is $150 over its allowance and still needs ordering.
3. Your next step
Confirm the budget change with the client, then update the order and delivery status.
A saved approval entry documents your record; the tool does not independently obtain approval.
View the presentation card
The full working product is delivered after purchase. See how downloads work.
One-time digital purchase · Nothing shipped
100% DIGITAL PRODUCT — NOTHING IS SHIPPED.
Keep finish selections, allowances, approvals, and ordering in one place.
- Track room, category, product, brand/model/SKU, color, finish, and quantity
- Compare allowance budget to actual selection cost
- Track approval, order status, ETA, and delivery status
- Monitor long-lead items, client decisions, and installation readiness
- Calculate upgrades, credits, and net selection adjustment
- Save, load, export CSV, and print/PDF
Before you buy
Review the included features above. Interactive HTML files open in a web browser; PDF files require a PDF reader. Features such as saving, exporting and printing vary by product and by the browser or reader you use. Keep a backup of important work.
Questions about this product or your device? Email marchelle@roofandratio.com before purchasing. How downloads work · Current refund policy
Care
To maintain the beauty and integrity of your purchase, we recommend treating it with care. Simple maintenance practices, such as gentle washing and proper storage, can effectively preserve the longevity of your favorites. We encourage you to refer to the care instructions included with each item, designed to help you keep your purchase in top condition.
Design
Our dedication to excellence extends beyond materials; it encompasses the artistry and craftsmanship illustrated in every piece we create.