Step 1: Create a Project
Access your dashboard
Navigate to your dashboard screen in Parspec.
Click “Create Project”
The only required field is the Project Name.
Optional: Assign a Quote Owner from your team and input a Due Date.
💡Tip: These details sync with the bid board calendar and appear on your dashboard for quick tracking.
Add internal notes or files
Scroll down in the project screen to attach files or add notes for internal reference.
Step 2: Create a Bill of Materials (BOM)
Click “Create Bill of Material”
Select the Customer Name from the dropdown.
The Bill of Material Name is optional.
Add multiple BOMs if needed
💡Tip: One BOM per customer
Link BOMs
Linking allows work done on the primary BOM to carry over to secondary BOMs, saving time.
💡Tip:
🔗 Linked – inherits all line items from the primary BOM
Unlinked – independent, editable version
Confirm BOM creation
Click Confirm once all information is entered.
Step 3: Add Customer and Scope
In the Bill of Materials screen, select a Customer Name from your saved contact management (dropdown).
Enter a Scope
Click Confirm.
💡 Tip: Adding a customer early helps keep your quotes and submittals better organized. Adding the scope helps with tracking and reporting purposes.
Step 4 : Start Building the BOM
You’ll now be located in the Specification tab of the BOM.
You can begin adding products in two ways:
Method | When to Use |
Import Products | You have a spreadsheet or pdf to upload |
Enter Manually | Only a few line items to enter by hand |
💡 Tip: Use Import Products to quickly parse data from a quote document using OCR