Skip to main content

Setting Builder-Level Option and Elevation Names

Learn how to define shared elevation and option names at the customer level

To set the option and elevation and option names for a builder:

  1. Go to the Profile module.

  2. Select Elevations & Options.

  3. Select Add New to add a new elevation or option.

  4. Enter a Name or Cost Code and select Elevation or Option.

  5. Select Save. The new elevation or option now appears in the list.

Note: When adding options or elevations to a quote, OSRs can either select from the builder-defined list or continue typing freely. This helps ensure new Master Sets follow consistent naming without requiring manual re-entry.

Did this answer your question?