Glossary
Definitions of terms used in Readybuild.
A
Activity A logged interaction with a customer or task, such as a call, meeting, email, or note.
Allowance A budget amount set for customer selections. If selections exceed the allowance, the difference is an upgrade cost.
Assembly A pre-built package of related estimate items that are commonly used together.
B
Board A visual Kanban-style view showing projects organized by stage in columns.
Bill A vendor invoice for goods or services you've purchased.
C
Campaign A specific marketing initiative or promotion used to track lead sources.
Change Order A formal document recording changes to the original project scope, typically affecting price or schedule.
Contact A person or company in your database - customers, leads, vendors, or other business relationships.
Contract A formal agreement sent to customers for signature. Contracts can include estimate details, terms and conditions, and payment schedules. When signed, contracts can lock estimates and mark projects as sold.
Custom Field A user-defined data field added to capture information specific to your business.
D
Daily Log A record of work performed on a job site each day, including crew, hours, and activities.
Dashboard The home screen showing key metrics, tasks, and widgets relevant to your role.
E
Estimate A detailed breakdown of project costs including labor, materials, and markup.
Expand An API parameter that includes related data in the response.
F
Field A data entry point on a form or record.
Fields (API) An API parameter that specifies which attributes to return.
I
Invoice A bill sent to a customer requesting payment for work or products.
J
Job Costing Tracking actual costs (labor, materials, etc.) against the estimated budget for a project.
L
Lead A potential customer who has expressed interest but hasn't yet become a customer.
Line Item An individual entry on an estimate, quote, invoice, or purchase order.
M
Markup The percentage added to cost to determine selling price.
Merge Field
A placeholder in templates that gets replaced with actual data (e.g., {{customer_name}}).
P
Pipeline The progression of stages that projects move through, from lead to complete.
Portal The customer-facing website where clients can view project information, make selections, and sign documents.
Production Stage A stage in the production pipeline tracking active job progress.
Project The main record representing a job or opportunity, linked to contacts and containing estimates, schedules, and documents.
Purchase Order (PO) An official order sent to a vendor for materials or services.
Q
Quote (Vendor Quote) A pricing request sent to a vendor or supplier. Used to get competitive pricing before creating a purchase order. Not to be confused with customer proposals - see Contract.
S
Sale Stage A stage in the sales pipeline tracking opportunity progress.
Selections Customer choices for products and finishes within allowance categories.
Source How a lead or customer found your business (referral, website, etc.).
Stage A step in a pipeline representing the current status of a project.
T
Template A reusable document, email, schedule, or estimate that can be applied to new projects.
Time Entry A record of hours worked, associated with a project and employee.
U
Upgrade The additional cost when a customer's selection exceeds the budgeted allowance.
V
Variance The difference between budgeted/estimated amounts and actual costs.
Variance Code A category explaining why actual costs differ from budget.
W
Widget A component on the dashboard displaying specific information or metrics.
WIP (Work in Progress) Projects that are currently in the production phase.
Won/Lost The final outcome of a sales opportunity - either closed successfully (won) or not (lost).