Set up the foundation for your DesignSpec account. Learn how to install the Web Clipper browser extension, configure your project's floor structure, add project contacts, and organize your vendors with labels and sales representatives.
Set up and organize your vendor and manufacturer records, labels, and rep contacts so your team can keep sourcing information consistent across specs and projects.
Manage project finances with DesignSpec's budgeting tools. Set spec prices, add item-level and budget-level costs, apply markups, configure tax and deposits, and use advanced techniques to track budget limits and payments received.
Learn everything about creating and maintaining specs in your projects. From building specs from scratch to pulling from your library or the DS Collection catalog, plus how to add images, documents, instructions, and notes. Includes bulk editing, filtering, linking related specs, and tracking changes.
Keep your specs organized with categories, classifications, stages, and approvals. Assign vendors and manufacturers, track spec status through your workflow, and set up internal design approval requirements.
Structure your project spatially with areas, sub-areas, floors, and room numbers. Learn how to assign quantities by area and floor, batch assign areas to specs, and reorganize your project structure as needs change.
Track spec changes over time with issue and revision dates. Learn how to assign the initial issue date, batch assign revision dates to multiple specs, and manually control which attributes are highlighted as revised on reports.
Save time by copying specs and areas between projects or within the same project. Learn how to duplicate specs with or without linked items, transfer area structures, and maintain or regenerate spec codes.
Submit specs to clients for review and approval through the client portal. Configure automatic stage assignments, send individual or batch submissions, and manage submissions by retracting them if needed before client review.
Generate and customize reports for your projects. Learn how to create reports for selected specs, save report presets for quick reuse, customize fonts and colors, design custom cover pages, and control which elements appear in your documents.
Create matrix-style reports that show spec quantities across areas, floors, and rooms. These visual grid reports help you verify distribution and present allocation data to clients and contractors.
Generate financial documents for internal use and client delivery. Create internal budgets that show markup and revenue, client-facing quotes and invoices that hide your margins, and add signature lines for formal approvals.
Create purchase orders, send RFQs, and track shipments from order to delivery
QuickBooks and Revit Integration
Videos and previous Webinars