Creating a specification
How to create a specification:
Open your project and select the Specifications tab.
Click Add specification.
Enter a name (e.g. Plasterboard or ) and a code up to eight characters.
Click into the specification and upload your PDF or image.
Add the information needed within the attributes.
💡 Tip: For compliance documents like tech sheets or installation guides, use Solutions within a form to create a clear, auditable trail.
Adding pricing to specifications
You can add labour, material, or other quoted costs to locations before any work starts. This is particularly useful when pre-dropping pins or updating locations for projects without drawings.
How to add pricing to specifications:
Select your specification and click the Pricing tab.
Add the item name, this could be the part of the work that needs to be carried out, such as the seal that makes up an installation, the quantity, and the unit price.
Continue adding items as needed.
💡 Pricing added to a specification is for your initial quotes and pre-build costs. Once work begins, operatives use the materials field in their job sheet to record the exact measurements and quantities used on-site, which pulls the correct rates from your global library.
You can generate a Specifications Excel report to share these initial costs with your clients.
Using specification attributes
Attributes allow you to capture specific data—such as whether a light fitting is an emergency light or the specific type of switch required.
Go to Project setup and select Specifications from the dropdown.
Click Add attribute and choose the type (e.g. select or yes/no).
Name your attribute and click Add attribute to save.
Return to the main Specifications page to fill in these fields.
Operatives can view these details in the mobile app via the location summary screen.
Including specification attachments in reports
To share these documents in a job sheet or locations PDF report:
Hover over the specification and click the three dots menu.
Select Show in report.
If you include one specification, the full file appears in the report. For multiple specifications, Onetrace provides a list of links that open in new tabs.
Linking to materials
Link specifications to your global library to show operatives exactly what is needed for a specific location.
Open the specification and select Add material.
Choose the item (e.g. ) and add any quoted measurements or quantities.
Operatives will then record the actual materials used on-site within their job sheet.