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Help Center/Projects
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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. You add photos, costs, and payments.
  • Completed: work signed off, project closed.

You change the status manually from the project view by clicking the current status next to the title.

What's inside a project

On desktop, the project page is split into sections: Project details, Scope of work (checklist), Project gallery, Settlements, and Activity history. On mobile the same data sits behind five tabs: Information, Progress, Settlements, Photos, and History.

The short version:

  • Scope of work (Progress): a checklist generated automatically from the services in the accepted quote. You tick items off as they're completed and a progress bar tracks the percentage done.
  • Photos: a progress gallery. Photos are visible to the client when they open the project's public link.
  • Settlements: project finances in two tabs: Labour (client payments for work done) and Materials (expenses on materials plus client advances toward materials).
  • Activity history: a chronological trail of every change (status, payments, expenses, scope edits) plus a place for your own internal notes.

The top of the page also shows the project title, status, and quote number.

Tied to a quote

Every project is tied to a specific quote, and inherits the client, address, and scope of work from it. From the project view you can jump back to the quote in one click with the Open quote button.

What's next

  • Create a project from an accepted quote
  • Run the project checklist
  • Share project progress with the client via a link

Last updated May 23, 2026

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On this page

  • Project status
  • What's inside a project
  • Tied to a quote
  • 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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