Project vs quote

A quote is the proposal you send the client before any work starts — it carries the estimate with scope and prices. A project is the actual work in progress. Bulido separates the two so you can track what you're negotiating with clients separately from what you're actually doing on site.

Project status

A project has three statuses you can move between:

Planned: you've created the project but work hasn't started yet. The default when the start date is in the future.
In progress: you're actively working on it — adding photos, costs, payments.
Completed: work signed off, project closed.

You change the status manually from the project view.

What's inside a project

A project is split into three tabs:

Scope of work: a checklist generated automatically from the services in the accepted quote. You tick items off as they're completed.
Gallery: progress photos you (and your crew) add. Each photo can be flagged as private (just for you) or public (visible to the client).
Settlements: project finances in two sections — Labor (client payments for work done) and Materials (expenses on materials plus client advances toward materials).

The project view also shows a summary at the top: value, progress in percent (e.g. 8 of 12 tasks completed), materials balance, and what's still left to invoice.

Tied to a quote

Every project is tied to a specific quote — that's where it inherits the client, address, and scope of work from. From the project view you can also jump back to the quote in one click (the Open offer button) or to the client card (Open client).

What's next

Project status

A project has three statuses you can move between:

Planned: you've created the project but work hasn't started yet. The default when the start date is in the future.

In progress: you're actively working on it — adding photos, costs, payments.

Completed: work signed off, project closed.

You change the status manually from the project view.

What's inside a project

A project is split into three tabs:

Scope of work: a checklist generated automatically from the services in the accepted quote. You tick items off as they're completed.

Gallery: progress photos you (and your crew) add. Each photo can be flagged as private (just for you) or public (visible to the client).

Settlements: project finances in two sections — Labor (client payments for work done) and Materials (expenses on materials plus client advances toward materials).

The project view also shows a summary at the top: value, progress in percent (e.g. 8 of 12 tasks completed), materials balance, and what's still left to invoice.