Help centre
Every feature, in builder terms. Search by what you are trying to do, not by what the button is called.
Getting started
Set up your account and get your first spec sheet out the door.
- Getting started with Spec Sheet Builder
Set up your company details once, create your first project, and get to a document you can hand a client.
- Build your first spec sheet
The full path from an empty project to a document you would put in front of a client, including the shortcuts that make it fast.
- Find your way around a project
Every project destination lives in the left sidebar under Projects, in build-workflow order, and every one of them is a real page with its own URL.
- Install the app on your phone
Add Spec Sheet Builder to your home screen, and understand what happens to your work when the signal drops on site.
- Send feedback or report a problem
The Feedback button is in the sidebar on every screen, on every plan, and it goes straight to the person who builds this.
Building spec sheets
The editor, sections, rooms, quantities, and revisions.
- The spec editor: rows, sections, and the fast path
One data layer, two entry modes. The desktop keyboard grid and the phone card list are both full entry surfaces, and each has its own speed mechanic.
- Rooms, room shapes, and quantity takeoff
Measure a room once, then let the app answer how much to order from a surface, a coverage rate, and a waste factor.
- Start a project from a template
Save any project's section and item scaffold as a named template, then create the next job from it in two clicks.
- Build a spec sheet with AI assist
Describe the build in plain language and get a drafted scaffold you review, rather than a blank project you fill from nothing.
- Revision history: see what changed and when
Every write to a spec item is recorded with the actor, the timestamp, and the fields that moved, and it shows up as a readable timeline on the project.
Products and the library
Build a reusable library and get products into it fast.
- The product library
Save the products you specify repeatedly, then insert them into any project without retyping. Editing a library product never changes a spec sheet you already sent.
- Import products three ways
Paste a link, clip the page you are on, or photograph the box. All three land in the same preview, so pick whichever matches where you are standing.
- Smart import: paste a product link
Paste one URL or ten, and the image plus every field the page can support fills itself in, including the ones a plain parser cannot reach.
- The browser clipper
A Chrome extension that saves the product page you are looking at straight into your library, using the page your own browser already loaded.
- Add a product from a photo
Point your phone at a box, a spec label, or a showroom tag and get a filled-in product preview. No URL required.
- Folders and bulk import
A two-level folder tree with a sidebar, and imports that arrive already filed. Paste ten links and watch them sort themselves.
- Share a product link
Send a client one product or a set as a clean, branded, phone-first page. No prices, no login, and editing your library never changes a link you already sent.
Money and budgets
Allowances, actuals, markup, and what stays internal.
- Track allowances versus actuals
Set a budget where you actually have one, per line or per section, and watch the variance move as selections firm up. A blank allowance is not a zero budget.
- Set markup on a section
Put your markup percentage on the section so items inherit it, then set prices from cost plus markup in one action.
- The cost and profit lens (internal only)
See projected profit per line, per section, and per project. None of it ever reaches a client, a trade, or a homeowner.
Sharing with clients
Share links, tiers, comments, approvals, and change orders.
- Share a spec sheet with a client
One link, no login, always the live numbers. Turn sharing on, copy the link or email it, and rotate it if it ever gets forwarded somewhere it should not have gone.
- Give the client good, better, and best
Present up to three versions of one spec sheet where most lines are shared and only the upgrade-relevant lines differ. The client browses them side by side.
- Client comments and approvals
Clients can comment on specific items and sections, and formally approve the sheet with their typed name. Approvals freeze a snapshot of exactly what they agreed to.
- Change orders end to end
Compose a change order from the money the sheet already knows, send it for a typed-name signature, and let the signature be what actually changes the selections list.
- Selection boards
Visual boards per room, with images, a color palette, and side-by-side compare. Clients see them on the share link and can react to what they love.
Trades and the field
Trade packages, order sheets, and check-in on delivery day.
- Send a trade package
Cut a money-free, phone-first slice of the spec sheet for one trade, send the link, and see exactly who acknowledged which version.
- Order sheets and supplier quotes
Turn everything from one supplier into a clean request a purchasing desk can price, then read the returned quote back in so your costs are real numbers.
- QR material check-in on delivery day
Print labels with a QR per item, scan one when the truck arrives, and confirm the material against the spec before anybody installs the wrong tile.
Delivery and closeout
Print, PDF, packets, and the homeowner manual.
- Print a spec sheet or save a PDF
The print route is the same document you see on screen, laid out for letter paper with repeating headers and no orphaned headings.
- The selections packet and tear sheets
One branded PDF: a cover, a plate per board with lettered callouts and a notes legend, then the client spec sheet. The thing a designer spends hours assembling.
- Deliver the homeowner manual
A permanent link and a printable binder with every product in the house, where it went, how to care for it, and where its warranty lives.
- Export your data as CSV or JSON
Get a project out as a spreadsheet or as structured data, and get your whole account out from Settings. Your data is yours.
Account and billing
Plans, settings, exports, and referrals.
- Plans and billing
Four plans, one ladder. What changes going up is how many projects and products you can keep, how much AI and import you get, and which client-facing surfaces unlock.
- Settings and your account
Branding, account details, password, exports, the clipper token, referrals, onboarding tips, and account deletion, in the order they appear on the page.
- Refer another builder
Share your referral link. When somebody signs up through it and subscribes, you both get a credit toward your next invoice.
Still stuck?
Signed in, the Help button in the sidebar opens this same search from anywhere in the app, and the Feedback button next to it reaches a person. Release notes live on What is new.