Learn About Projects
PropBot projects help property owners, managers, builders, developers, and vendors organize property work and compare quotes on the same job package. Public projects can be opened for vendor quotes through the Projects marketplace.
Why Use Projects?
The main reason to use a Project is simple: describe the work once, then collect multiple bids against the same scope.
Without a shared Project, an owner, company, group, or property team may repeat the same details across separate vendor conversations, quote requests, and financial records. That creates extra coordination work and makes it harder to compare quotes fairly.
With a Project, the team can:
- Keep the property context, work description, tasks, timing, and quote needs together.
- Invite or receive multiple bids on the same work package.
- Compare vendors against one shared scope instead of rebuilding the request each time.
- Carry the selected scope forward as the work moves toward delivery and payment.
Invoices remain financial records, but the Project keeps the work context that explains what the invoice is for.
What You Can Do
- Record the project title and description.
- Connect work to a related property or organization.
- Track status, dates, and financing needs.
- Return to one shared record as the work changes.
- Browse active projects that are open for quotes.
- Review a shared task package before submitting a quote.
Note: Only projects that are active, have an open task, and are available for marketplace discovery appear in the public directory. Private project records remain protected.
Project owners control this setting with List publicly for vendor quotes in the project form.
How Project Quoting Works
For project owners
- Create a project with a clear title and description.
- Connect the project to the property or company when that context is useful.
- Add one or more task packages that describe the work vendors will quote.
- Enable List publicly for vendor quotes when you are ready to receive marketplace bids.
- Review quotes in the signed-in dashboard and choose the vendor that best fits the work.
Use quantities, units, timing, and a clear scope when possible. Vendors quote more accurately when every person is reviewing the same package.
For vendors
- Search the public Projects directory by work type, property type, city, state, or ZIP.
- Open a project and review its public task packages, location context, and timing.
- Sign in to submit a quote for the work you can perform.
- Keep your bid message and pricing specific to the shared scope.
Quote amounts and bidder details are protected. Project owners compare bids inside their authenticated workspace.
Build a Record of the Work
A Project also gives vendors a durable record of the work their team was asked to perform. Scope, tasks, comments, statuses, and quote history can preserve the story of the job and help explain what the team can accomplish on future work.
Managers may keep private project scope photos and PDFs in the dashboard. Those files are not shown on public project pages. Awarded vendor completion photos belong on the invoice, so public marketplace pages do not act as a vendor portfolio.
What Makes a Good Project
A useful project usually includes:
- A short, specific title
- A description of the desired result
- Separate task packages for different kinds of work
- Quantities, units, or a quote target when known
- A property or location context that vendors can understand
- A realistic schedule
Start with the Projects directory to see the public marketplace, or continue to the FAQ section below for common questions.
Find Projects to Quote
Visit Projects to search open property-work packages by work type, property type, city, state, or ZIP. Open a project to review its public scope and sign in when you are ready to submit a quote.
Quote amounts and bidder details are private. Project owners manage bids inside their signed-in dashboard workspace.
Public Questions
See PropBot FAQs for public questions about projects and property work.