› Introduction

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› Dashboard

Dashboard Overview License Management All Offices All Projects (Dashboard) Recent Projects Recent Specs Specs By Item Type

› Left Navigation Panel

Left Navigation Section All Projects Catalog Page Spec Schedule Section Quick View Recycle Bin Admin Print Log Messages SpecStore Help Center Export Tools Profile

› User Management

User Management Overview Offices Designers / External Users

› Address Books

Address Books Overview Manufacturer Source List Vendor Rep List Project Address List

› Standards

Standards Overview Standards Specification Types Item Types / Templates

› Libraries

Libraries Overview Project Special Instructions Item Special Instructions Submittals Units of Measure Status Colors

› Formats

Format Overview Date Format Currency

› Catalog

Catalog Overview Categories Subcategories

› Purchase Orders

Purchase Orders Overview Client Addresses Bill To Addresses Ship To Addresses Delivery Method Incoterms Terms And Conditions Packing Instructions Shipping Instructions Invoice Instructions Notes PDFs

› Tools

Tools Overview Custom Report Builder Archive Projects Company Settings

› Create New Project

Create New Project - Project Info

› Project Sections

Spec Schedule Project Info - Main Page Project Info - Cover Sheet Image and Logo Project Info - Project PDFs Project Info Team Access Config

› Budget Builder

Preliminary Budget Builder

› Areas and Rooms

Areas/Rooms

› Purchase Orders

Purchase Orders – Pay Requests Option

› Approvals

Client Approvals

› Bids

Vendor Bids

› Printing

Print Project

› Create Spec

Create New Spec

› Spec Sheet Sections

Edit Spec Copy Spec Delete Spec Spec Sheet - Main Page Spec Sheet - Add Additional Image(s) Page Spec Sheet - Add Item PDF(s) Create Catalog Item Messages

› Add-Ons

SpecGrab SpecCAD SpecBIM

› FAQ

SpecWeb went blank after clicking on Config, Spec, Project Info, etc. How do I get it to work? How do I Clean Cookies and Cache? Why can't I edit Labels? How can I change the control number in a Project? How can I reduce the file size of my Print Report? How do I add more Designers / Users? How do I add/edit a cost to an Item after creating it? Why can't I log into Specsources? How can I unlock a Spec? How do I Add / Reduce Number of Licenses? How do I cancel my SpecWeb subscription? How do I log out of Specsources? How do I resend a SpecWeb invitation? How do I change My Payment method? How do I replace a SpecWeb account with another Designer? How do I add a Revision date to all Items at once? Why do my Submittals appear checked when I select a template in my Spec?

› Privacy

Privacy Notice

FAQ

How do I change My Payment method?

NOTE: Only the Super Admin and Payment Manager roles can remove / update a payment method.

Step 1: Go to the Left Navigation panel, Click on 'Profile'.

Step 2: Go to the Left Navigation panel, Click on 'Profile'.

Step 3: Click on '+ Add Payment Method'.

Step 4: Select the payment method and fill out the information.

Step 5: Click the ‘Add’ button.

If you want to know more about Billing and Invoicing, follow the link below:
https://help.specsources.com/profile

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