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Adding Specifications to Estimates
Adding Specifications to Estimates
There are three ways to get specifications into estimates: manually, nominating items from the estimate, and setting up a pre-set
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

See here for the summary of speicifcations or below for the detailed steps

Manual entry

In the Estimate, click on the Specifications tab

  1. Click the green "+" button to add a Category

  2. Enter the category name

  3. Click the green "+" button to add items to the Category

  4. Enter the item description

  5. Click "Save" when done

Nominating from "Estimate Costings" screen

6. Open the Category
7. Find the item you want to mark as a Specification
8. Click the "S" button to right of the item

These items will now populate in the Specifications tab, where you can also add photos or images

9. The Category name pulls through from the Costings tab, expand this
10. The item from the Costings category
11. Click the edit pencil
12. Click the image icon to add an image

Creating a preset

Creating a preset allows you to re-use the Specifications on any future estimates. This is useful if you have standard list of Inclusions and Exclusions.

13. Click on the cog icon
14. Click "Save as preset" and name it

15. To use the preset in future projects, click the cog icon,
16. Apply it from the bottom of the menu.
17. You can save multiple presets.
Once applied, they can then be edited for this specific project without changing the original preset

 The introduction section has no character limit and specification items are limited to 1000 characters.

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