Custom Home Selection Sheet Template

What’s inside the selection sheet template

Managing the selections process tends to be a complete circus act. This is the Excel selections spreadsheet we use on our own custom homes, set up so every finish decision lives in one place.

Selections Overview sheet

Every category on one page with its budget, selection cost, balance, sign-off deadline, and sign-off date. Enter the client name and address once and it fills in on every sheet.

17 category sheets

• Plumbing fixtures, sinks, and bath hardware

• Appliances, cabinets, and countertops

• Flooring and tile, interior paint, and interior millwork

• Electrical fixtures, low voltage, and door hardware

• Mirrors and glass, and fireplace

• Exterior finishes, exterior doors, and landscape, irrigation, and fencing

Room-by-room line items

Each sheet lists the room, description, quantity, item number, finish, install notes, unit price, and total. Several sheets come pre-filled with typical rooms and items, so you aren’t starting from a blank page.

The math is built in

Subtotal, freight and delivery, sales tax, total, budget, and balance calculate for you on every sheet. Set your tax rate once.

Client approval on every sheet

An image area and signature lines on each category sheet, so the selections can go straight into your construction contract as an exhibit.

A 4-page guide to our selections process

• Why we make selections before construction starts

• How to set selection deadlines and enforce them

• Who owns what: the Selections Lead and the Design Lead

• How to handle vendor bids and showroom visits

Format

Editable Excel file (.xlsx) plus a PDF guide, delivered as an instant download. Swap in your own logo, brand color, and tax rate.

Who it’s for

Custom home builders, remodelers, and project managers who are tired of selections arriving late, by text message, with no item number.

Learn the method

Read The Custom Home Selections Process and our room-by-room selections checklist.