Some parts of a job are yours to figure out. If a wall needs framing, your client trusts you to follow the plans and decide whether that’s screws or nails — they’re not going to weigh in on it, and they don’t want to.
Other parts are exactly where they do want to weigh in. Paint colors, plumbing fixtures, flooring, lighting, tile — the finish details a homeowner or their design team cares deeply about. These are the choices that make a space feel like theirs, and the ones that make your proposal stand out when you’re the one bringing the ideas.
Options and Finishes gives those items a place to shine. Instead of a finish being one more line buried in the scope, you can attach a product to it — a name, a brand, a photo, a description — and your client sees it laid out visually in their portal, right alongside everything else you’ve put together for them.
This article walks through adding product details to a line item and what your client ends up seeing.
The Idea in a Nutshell
Your scope is already a list of everything the job includes. Most of those lines are work that you handle behind the scenes. But a handful of them are products: the actual faucet, the actual tile, the actual range hood you’re planning to install.
When you add product details to one of those lines, Eano presents it as a visual card in your client’s portal — picture, name, and the details that help them picture it in their home. Think of it like a lookbook for the finishes that matter most, pulled together from the work you’ve already scoped.
Adding Product Details to a Line Item
Product details live on the individual lines of your scope, so you’ll start in the Scope tab of a project, on the scope detail page where your line items are listed.
Click the line item you want to dress up. An editing panel slides open from the right with all the details for that line.
The key to unlocking the product fields is the Cost Type field near the top. Set it to Materials (or Labor and Materials), and a set of product detail fields appears.
Here’s what each field is for:
Seller — where the product comes from (a supplier, store, or the brand’s own shop).
Seller URL — a link to the product page, handy if your client wants to see more.
Brand — the manufacturer or brand name.
Description — a sentence or two about the product. This is your chance to sell it a little — and it’s also the natural place to note a model number or SKU if you want one on file.
Photos — drop in an image (or browse for one). A good photo is what turns a line item into something a client actually reacts to.
Make sure the line has a clear Name while you’re in there, too — that’s the headline your client sees on the card.
Filled in, a single finish ends up looking something like this — a seller, a brand, a short description, and a photo:
When you’re done, save the panel and you’re set. The line keeps doing everything it already did in your scope and pricing; you’ve just added a presentable face to it.
What Makes an Item Worth Showing
You don’t have to fill in every field. But for an item to land well with a client, aim for a name plus at least a description or a photo — ideally both. A name on its own reads like a placeholder; a name with a photo and a short description reads like a recommendation you stand behind.
If you add a product without a photo, the card still shows up — it just displays a friendly “No image yet” placeholder where the picture would go. So if you’re staging a few items at once, you can come back and add photos later without anything looking broken in the meantime.
What Your Client Sees
Over in the client portal, anywhere your client reviews the work you’ve prepared, they’ll find a section titled Options and Finishes. It gathers up every product-detailed item into a clean, two-column layout of cards.
Each card shows:
The photo (or the “No image yet” placeholder).
The product name, front and center.
The brand, if you added one.
The description, with a “View all” link if it runs long, so longer write-ups stay tidy until your client wants the full story.
The seller and its link are there for your own records and aren’t shown on the client card. The card stays focused on what helps a homeowner picture the finish, not the back-office details.
A Few Things Worth Knowing
Only product-type items appear. A line shows up in Options and Finishes when its Cost Type is Materials (or Labor and Materials) and it has product details attached. Pure labor lines and general work won’t appear — only the finishes you’ve chosen to feature.
Declined options drop off. If an item lives in an optional section of your proposal and your client declines that option, it won’t appear in Options and Finishes. The section only shows what’s actually still on the table.
Duplicates are tidied up. If the same product appears on more than one line, your client sees it once rather than over and over.
It updates as you go. Add, edit, or remove product details on a line and the client’s Options and Finishes section reflects it the next time they look — no separate publishing step.
Frequently Asked Questions
Where do I add product details? On the individual line items of your scope. Open a project’s Scope tab, click the line you want, set its Cost Type to Materials, and fill in the product fields that appear.
Where do I put a SKU or product code? In the Description. There isn’t a separate field just for product codes, so the Description is the natural home — jot the model number or SKU there alongside a short note about the product (for example, “Forage Terrazzo — SKU cle-forage-terrazzo”). Keep in mind the description does show on your client’s card, so write it as something they’re happy to read.
My item isn’t showing up in the client’s Options and Finishes section. Why? The most common reasons are that the line’s Cost Type isn’t set to Materials (or Labor and Materials), that it doesn’t have any product details attached yet, or that it sits in an optional section the client has declined. Check those three things first.
Do I have to add a photo? No. A photo makes the biggest visual difference, but an item with just a name and description will still appear — it’ll show a “No image yet” placeholder until you add one. For the most presentable result, give each item a name plus a description and a photo.
Will all the fields I fill in show up for my client? Not all of them. Your client’s card focuses on the photo, name, brand, and description. The seller and seller URL are kept for your own reference and aren’t shown on the card.
Can I edit or remove the details later? Yes. Open the same line item again, change whatever you like, and save. The client’s view follows along.
Who on my team can add product details? Adding details is part of editing a line item, so anyone on your team who can edit the scope can do it — typically Owners, Admins, Core Members, and Superusers. Field Workers with view-only access can see the scope but can’t make changes.
Taking It Further: Let Your Client Choose
Options and Finishes is about highlighting the products that matter most so your clients can see them clearly. The natural next step is letting your client actually pick between them — and that’s here now.
With selection groups, you can bundle a handful of options into a single “pick one” choice — three faucets, a good-better-best tile, a low-and-high repair estimate — present them in the client portal, and record exactly what they chose. The product details you add here carry straight into those choices, so every finish you stage today is ready to become a real decision tomorrow. The richer the photo, brand, and description on each option, the easier the choice is for your client to make.
To set one up, head over to Offering Clients Choices with Selection Groups.