Tell the crew exactly what was specified, without handing them a price.
Flag any estimate line item, write the specification once, attach photos, and hand your field crew or QS a clean PDF of exactly what was flagged. No dollar figure anywhere on the page, and now readable straight off a phone on site.
Tick the S column, write the spec, attach a photo: done
Every line item on a native estimate gets an S column. Tick it for a benchtop finish, a fixture brand, an install detail (anything worth spelling out for whoever's actually on site), then write the specification once on the deal's Specifications tab. Everything saves automatically as you type, exactly like the Estimate tab it sits alongside.
- One flag, wherever you need it. Flag or unflag an item any time (before it's sent, after it's accepted, even mid-job) without touching its price.
- Grouped and photographed. Every flagged item sits under its category with its own write-up and as many PNG/JPEG photos as it needs, reordered up or down within that category.
- The S column is a real shortcut. Click the header from the estimate grid and it jumps you straight to the Specifications tab. No hunting for the right tab.
Hand it to field crew on their phone, never a dollar figure in sight
Download a specification PDF and it's exactly the flagged write-ups and photos, grouped by category, with your business letterhead and nothing else. No pricing anywhere on the page. Because it can never leak a price, Field accounts can open the Specifications tab directly on their phone, the same read-only view office staff see, so the crew never needs office access just to check a finish.
- Price-free by construction, not by convention. The PDF and the tab both carry the write-ups and photos only. There's no price field to accidentally include.
- Field crew read it straight off site. A read-only Specifications tab is part of the Field account view: no separate login, no asking the office to print it out.
- Folds into the client quote too. Turn on the Specifications block in a quote template and the same intro and write-ups appear in the client's quote PDF, still price-free.
Line-item specifications comes with Crew
Give the crew the spec, not the price.
Line-item specifications comes with Crew and Company. See what else is included.
See pricing