Client history
The client profile is the one place where you can see everything tied to a single contact: estimate and quote history, acceptance statuses, related projects, and collaboration stats. Open it by clicking a client in the Clients list, or via the Open client link on a quote or project view.
What's on the profile
Collaboration summary
The top of the profile has four metrics:
- Value of accepted quotes: total of everything the client has accepted.
- Quotes: number of quotes issued for this client (across all statuses).
- Projects: number of projects tied to their quotes.
- Last activity: when the most recent change happened (new quote, acceptance, project status change).
Contact and notes
A section with contact info (name, email, phone, address) and a notes field. All of it editable directly on the profile. Click, change, save.
Quotes and projects
A list of every quote and project for the client, tagged by type (Quote / Project) and status (Draft, Sent, Accepted, Rejected, Expired for quotes; Planned, In progress, Completed for projects). Each entry is a link — click to open the details.
If the client is new and has no quotes or projects yet, the section is empty and shows "No quotes or projects".
Starting a new quote from the client profile
You can start a new quote for this client straight from their profile. They're pre-selected in the form, so there's no need to pick them again.
Deleting a client
You delete a client from their profile. Bulido won't let you delete a contact that still has quotes or projects tied to it. You'll see "Can't delete this client. They still have linked quotes or projects." Delete (or archive) their quotes and projects first.
That safeguard stops you losing history. A client doesn't get deleted along with dozens of accepted quotes and completed projects.
What's next
Last updated May 6, 2026