| Option A- Create BOM |
Best for: jumping straight to product entry without full project setup.
Click Create BOM.
Select an existing project or type a new Project name.
Enter company details, then click Confirm.
You land in the BOM — follow the orange action button to start building your product list.
| Option B- Create a Project |
Best for: multi-phase projects with multiple scopes, opportunities, and BOMs.
| 1. Upload Documents |
Click Create Project.
Drop in schedules and drawings. The AI parser extracts project name, address, and other details automatically.
Wait for the blue dot on the second tab to confirm parsing is complete.
| 2. Confirm or Enter Project Details |
Click back into Project Details and review the extracted info.
Edit if needed, then click Create Project.
| 3. Add Opportunity Details, Owners & Due Dates |
Opportunities group BOMs by phase or scope (e.g. Lighting, Gear, EV/Solar). For each opportunity you can assign scopes, quote owners, and project managers from the dropdowns.
| 4. Create BOM or BOMs |
Inside each opportunity, click Create Bill of Material.
Enter a customer name (recommended).
Add additional BOMs with Add BOM if needed, then click Confirm.
Tip: Follow the orange buttons throughout — they always point to the next recommended action. |
Inside a Bill of Material
Tab | Use it to… |
Specification | Build your product list. |
Pricing & Lead Time | Create a quote. |
Documents | Find data sheets, generate submittals and O&M docs. |
Need help? Visit the Parspec Training Academy or use the in-app support chat.