Project Builder

Build quotes, estimates, and project plans without cluttering the active project lists.

Create Mode

Project Details

Projects start as quoted until accepted by the client.

Project Name

Project Number

Client Name

Estimated Start Date

Due Date

Project Status

Billing Model

Fixed Quote / Contract Price

Desired Profit Goal Used to compare quoted price against expected costs and highlight profit risks.

Upfront Deposit % Optional. Shows the amount needed to begin work on quotes; does not change the project revenue/math.

Deposit / Start Work Terms Client-facing quote note only. Leave blank if no upfront payment is required.

Project Overview

Scope of Work

Task Breakdown

Add task pricing, materials, tooling, equipment, services, and notes.

Scheduling & Dependencies

Track material deliveries, outside services, equipment, tooling, and anything that can affect the schedule.

Employees & Time Logs

Assign employees to this project, track dated hours, payroll cost, billable labor, and labor profit.

Pricing Summary

Quoted projects save pricing, but only accepted/completed projects count toward dashboard value.

Professional Quote Export Create a clean quote/PDF review with your business header, project scope, task details, and financial summary.

Tax Handling Taxable rows add tax directly into task/dependency totals. You can leave tax off, change the tax %, or tax nearly any line item as needed.

Projected Customer Revenue $0.00

Save Project

Saved projects move to Quoted, Accepted, or Completed project lists based on status.

Saved Projects

Open your project lists without adding three large cards to the bottom of the builder.

Review saved work

Jump to all projects, or filter directly to quoted, accepted, or completed work.

View Projects Quoted Accepted Completed

Directory Manager

Add, edit, or delete reusable clients, materials, tooling, equipment, and services.

Open Directories