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  • Project vs quote
  • Creating a project
  • Sharing project progress
  • Progress photos
  • Project checklist
  • Materials expenses
  • Receipts and invoices
  • Record client payments
  • Activity history

Help Center/Projects
2 min read

Project checklist

The checklist in a project is the central view of the scope of work. Each task corresponds to one service from the accepted quote, so nothing slips through and you can see how much work is left at a glance.

Where the tasks come from

Bulido builds the checklist automatically when you create a project from an accepted quote. Every service in the quote becomes one task:

  • Room services: e.g. Wall painting in the Bathroom, Floor laying in the Living room. Each shows up as a separate task with the room labelled.
  • Additional services: items that aren't tied to a room (transport, debris removal) land on the list with an Additional badge.

The list is grouped by room, so you can see at a glance which room still has work left.

Ticking off completed tasks

Tick a task off with one click on its checkbox. Bulido then:

  • Flips its status to Completed and records the completion date.
  • Updates the project progress bar (e.g. Completed 8 of 12 services).
  • Shows a toast: "Checklist item marked as completed.".

If you tick one by mistake, click the checkbox again. The task goes back to Pending (toast: "Checklist item reopened.").

Sync with the quote

The checklist mirrors the quote's current scope:

  • If you edit the quote and add a new service, it shows up as a new task on the list.
  • If you remove a service from the quote, the task stays on the list with a Removed from quote badge, so you don't lose the history of completed work.

The sync is one-way: quote → project. Ticking off tasks in the project doesn't change the quote.

Settling completed tasks

Completed tasks can be tied to a labor payment from the client. That's how Bulido tracks which services the client has actually paid for. Settled tasks get a Settled badge. Details in Record client payments.

What's next

  • Record client payments
  • Share project progress with the client via a link
  • How a project differs from a quote

Last updated May 6, 2026

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On this page

  • Where the tasks come from
  • Ticking off completed tasks
  • Sync with the quote
  • Settling completed tasks
  • What's next
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Bulido is quoting and estimating software for builders, contractors and renovation companies — put together estimates and quotes faster, stay on top of projects and payments, and save time by automating the day-to-day work.

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