How to prepare an FF&E specification for a client or contractor
Contractors and clients often need a specification rather than an estimate with markup: what goes where and how many, with photos, SKUs and dimensions. In ArchiBoard the specification comes from the same estimate, so nothing needs copying into a separate file.
- 1
Switch to «Specification» mode
Open «Estimates» and in «Estimate view mode» choose «Specification». Purchase prices, markup and profit are hidden.
- 2
Choose the grouping
In «Grouping», choose «By room» to see what goes into each room, or «By category» to keep furniture, lighting and finishes together.
- 3
Keep the columns you need
In «Columns:» keep the groups you need: description, finances, delivery, payment. For a contractor, the description with SKUs and dimensions is usually enough.
- 4
Export the document
Click «Export to PDF» or «Export to Excel», choose the rooms and switch off prices if needed. Then click «Download PDF» or «Download Excel».
Good to know
- In «Estimate view» you can choose «Approved» so that only items the client has approved go into the specification.
- Purchase prices, markup and profit never appear in the client PDF.
- In the PDF, alternatives appear under the main item marked «Alternative option».
Related guides
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