With Onetrace, you can create specifications for your job forms. A specification is a detailed breakdown of all the components involved in an installation. For example, instructions to install an FD30 fire door, details regarding the materials, dimensions, fire rating and so on.
You can pre-drop specifications onto the drawings as pins. Or, add them to the job forms for your operatives to fill out on-site. In this article, we will walk you through the steps on how to create specifications.
How To Create Specifications
1. Log into your account at Onetrace.cloud
2. Select the Projects tab from the options in the left-hand menu.
3. Select the Project you want to create the specifications for.
4. Click Specifications from the top bar.
5. Click the New Specification button.
6. Add the details such as the Name, Code, Opening size, and Fire Rating. You can add manuals and product data sheets.
For this example, we are choosing Fire Entrance Letterbox, FE-LB as the code with
300mm x 500mm dimensions and a fire rating of 90 Mins.
🚨 In the Detail File and Other Files section you can add documents that define the scope of work for your operatives (installation process with materials and services involved). This information will be included in your reports.
7. Use the Operative Price drop-down to select the option as per your requirements. For this example, we are choosing Automatic.
🚨 Custom: Allows you to set a custom price, ignoring any rates from materials and services.
🚨 Automatic: Automatically calculates the total price by combining rates from materials and services. Updates when new items are added.
🚨Automatic (Materials only): Automatically calculates the total price using material rates only. Updates when new materials are added.
🚨Automatic (Services only): Automatically calculates the total price using service rates only. Updates when new services are added.
8. Use the Charge Price drop-down to select the option as per your requirements (this tab calculates the charges that your client will have to pay you for the services rendered). For this example, we are choosing Automatic.
9. Click the Add Material button.
10. Use the Material drop-down to select the material you wish to add to the specifications. For this example, we are choosing Ablative batt as the Material, 400 mm as the Width, 500 mm as the Height and 5 as the Quantity.
11. Click the Add button.
🚨 You can add as many materials as you like. For this example, we are adding Ablative batt and Collars.
12. Click the Add Service button.
13. Under the blank column Service, type in the name of the service that is required. For this example, we are choosing Gas Pipe as the service and 5 as the quantity.
14. Click the Add button.
🚨 You can add as many services as you like.
15. Click the Create button to create the specifications.
By following these steps you will be able to create specifications for your job forms within your Onetrace account.
Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!