Client notes

Every client in Bulido has its own Notes field. A place for anything that doesn't fit in the contact details. Notes are internal, so the client doesn't see them.

Where to find notes

Notes are one of the fields on the client card. You can fill them in at two points:

When creating a client. The Add client form already has a Notes field.
Later, on the profile. Go into Clients, click the client, then click Edit in the profile header. The same form opens with the Notes field.

The note text shows on the Information tab of the client profile. After editing, click Save and Bulido confirms with a "Client updated successfully" message.

What's worth writing down

Notes are for whatever doesn't fit in the structured contact fields. A few practical examples:

"Referred by John from XYZ Ltd.", so you remember who to thank.
"Likes straight answers, short emails.", the communication style.
"Lives in the apartment above their parents, call ahead.", logistics details.
"Verbal pre-quote agreed 14 Apr, send written by end of week.", a to-do with context.
"After this remodel they're planning a kitchen too, circle back in 2 months.", future opportunities.

What NOT to put here

Notes don't replace:

Address. The client and project addresses have their own fields.
Quote title. Describe the project in the quote's Quote title field.
Payments and expenses. Those live in separate sections inside a project.
Change history. Bulido itself records what you did and when (see project activity history).

Best practice: keep notes short and concrete. If they start growing into paragraphs, you're probably better off with a separate notebook or file for the bigger projects.

What's next

Where to find notes

Notes are one of the fields on the client card. You can fill them in at two points:

When creating a client. The Add client form already has a Notes field.

Later, on the profile. Go into Clients, click the client, then click Edit in the profile header. The same form opens with the Notes field.

The note text shows on the Information tab of the client profile. After editing, click Save and Bulido confirms with a "Client updated successfully" message.

What's worth writing down

Notes are for whatever doesn't fit in the structured contact fields. A few practical examples:

"Referred by John from XYZ Ltd.", so you remember who to thank.

"Likes straight answers, short emails.", the communication style.

"Lives in the apartment above their parents, call ahead.", logistics details.

"Verbal pre-quote agreed 14 Apr, send written by end of week.", a to-do with context.

"After this remodel they're planning a kitchen too, circle back in 2 months.", future opportunities.

What NOT to put here

Notes don't replace:

Address. The client and project addresses have their own fields.

Quote title. Describe the project in the quote's Quote title field.

Payments and expenses. Those live in separate sections inside a project.

Change history. Bulido itself records what you did and when (see project activity history).

Best practice: keep notes short and concrete. If they start growing into paragraphs, you're probably better off with a separate notebook or file for the bigger projects.