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How to use specifications for clearer proposals
How to use specifications for clearer proposals

Creating specifications from your estimate helps communicate what is included in the proposal, as well as more specific details

Updated over a week ago

JACK allows you to create a specifications document directly from your estimate.

Navigate to the Costings tab on your estimate and click on a specific cost category to expand and see the detailed items beneath it. From here, you can edit how the item will be displayed on your specifications. You can select one of the four buttons on the left of the screen: Inc (Included), Ex (Excluded), Note, and Allow (Allowance).

The tickbox on the far left of the costings screen can be used to bulk-edit how items will be displayed in specifications. One of the four buttons must be selected for the cost item to be displayed in the specifications.

Selecting any specification option will display the item on the specification document as shown below:

Selecting the Allow (Allowance) option will show not only the word allowance on the specification but also the allowance dollar amount. The other three specification options will only show the options Included, Note, and Excluded, and you can choose whether you want to show the dollar amount to your client.

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