Adding a client

A client in Bulido is a record of its own that every quote and project for that person ties back to. So a year later, when you return to the same address, you've got their contact details, work history, and previous quotes ready to hand.

Adding a client from the list

Open Clients in the left menu and click Add client in the top right. The form opens with these fields:

• First name (optional)
• Last name (optional)
• Email (optional, but you need it to send quotes via email)
• Phone (optional)
• Address: street, postal code, city, country (all optional)
• Notes (optional). Your own notes, e.g. "Referred by John", "Likes straight answers".

No field is technically required, but in practice first name + last name + email is the minimum if you plan to send quotes through Bulido.

Click Save and the client appears in the list and is available when creating a new quote.

Adding a client from the new-quote form

You don't have to go back to the clients list. While building a quote (Offers → New offer), click Add client in the Client field instead of picking from the list. The same form opens inline. Fill it in, save, and the client gets added to the new quote and saved to your database.

That's the fastest route when the client is new and you want to send their first quote without flipping between sections.

Client address vs project address

The client's address and the project address are two different fields in Bulido:

• Client address (from the client card): for invoicing, correspondence, contact.
• Project address (from the quote): where the work actually happens.

Often they're the same (the client is remodelling their own home), but not always. For example, an investor remodelling a rental apartment while living in another city.

What's next

• See the history of quotes and projects for a client
• Find a client quickly in the database
• Add a note to a client card