To set up specifications directly from your estimate, navigate to Sales > Estimates > Costings. Click on a cost code to expand and view the detailed line items associated with it. For each line item, you can control how it will appear in your specifications. On the left-hand side, select one of the following options:
Inc (Included) – The item will be marked as included.
Ex (Excluded) – The item will be marked as excluded.
Note – Add additional information or clarification.
Allow (Allowance) – Mark the item as an allowance.
Your selections determine how the item is presented in your proposal and specifications document.
⚠️ If no option is selected, the cost item won't be displayed in the specifications. This can be used to record details for internal use only.
Optionally, you can bulk update the specification type by ticking the checkbox to the left of the items. Then choosing the 3 dots on the bottom right.
Organizing Specifications
From the Specifications tab you can re-order by choosing the = symbol to drag each Cost Code or Item up/down and set in the desired order.
Use the 
button to reset the specification orders to the default ordering defined by the costings.
Click on the square to upload a photo of the cost item (or add those directly in your catalogue for better consistency).
Creating The Proposal Document
Within the Estimates > Costings click on 
. You can create a blank document or use an existing template.
The proposal document will appear in the Documents tab of your estimate.
Managing Specification Display in Proposals
Cost items are displayed on a specification document based on the selected display option.
Use the tick boxes to customize what information is displayed in the document.
To set a Specification Template, navigate to Templates > Estimate Templates > select the relevant estimate > Specifications Tab.