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Project Specifications, or Specs, are used to detail the scope of work, materials, installation documentation and more. It's common for builders to have a Spec template outlining each type of job or custom build.
The use of Specs are individual to each company, but are generally shared to the internal team, clients and subcontractors. A simplified version is often provided to the client during the proposal process, while a detailed version is provided to subcontractors or internal team during the bidding process.
Creating Specifications
To begin, navigate to the Project Management dropdown and select Specifications.
Click Add Specification to begin.
Specifications can be utilized throughout the job.
To edit existing Specs, open the item and select Edit.
Click the Image icon to upload photos directly from your computer, or drag and drop within the body of the Spec.
Once complete, click Save.
Use the 3 dots to the right of the Spec to Print, Share or Delete.
Share functionality is available for clients and subcontractors with proper permissions. Selecting to share with grant them view-access only.
Once you have a standard Specification built out, it's recommended to create a Template for future jobs.
You may create a Specification Template by navigating to the Job Info, and selecting "Copy to Template" from the bottom 3 dot options.
Note: This will include all feature information from this Job, excluding client details. You may delete unwanted information from the Template at any time.
To open, view or edit the Template, navigate to the Templates menu, then select your new Template from the Template List.
Hover and click on the desired feature from the top navigation bar to be taken into the feature.
When making the template, if you do not wish to copy over any information outside of Specs, select Options from the Job Info.
Scroll down to Template Options and select the checkbox the "Make this job a working template". Add a name, then save.
Note: Working Templates do not appear within your Templates menu. You may only utilize them when importing a template onto a specific feature. Once imported, you may adjust as needed without it effecting the original job.
Internal Users, including Custom Roles, must have View, Add, Edit and/or Delete Specification permissions enabled to properly interact with this feature.
Linking Specifications to Bids
Specifications may be attached to Bids before they're released to your subcontractors and vendors to provide more information about the job.
To begin, navigate to the Financial header and click on Bids.
Click on an existing open Bid, or create a New Bid Package.
Within the Bid, select Link to Specifications and choose the desired Spec.
Select Add to create new, or Edit to make changes first.
Note: Once the Specification is linked to the Bid Package and saved, the Spec cannot be deleted.
Specs cannot be edited if included on a released Bid. If editing is needed, the Bid must be reopened or unreleased.
A reminder of this rule will appear when the Bid is released.
When linked, Bids can be accessed from within the Specification.
Subcontractors accessing Bids externally from Buildertrend will see Spec information embedded within the Bid. Subcontractors accessing Bids from within Buildertrend will only have Spec view and print access.
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