Quotes → Projects Workflow

From quote to closed project - survey project management that follows your workflow.

Kudurru Stone connects every stage of a survey job - client, quote, project, tasks, schedule, time, and invoice - in one linked record, so nothing gets retyped between steps.

No credit card required.

The tool fights your workflow instead of following it.

Most "project management" software was built for software teams, then sold to surveyors. So you bend your job around generic boards and tickets, retype the same client and scope into three systems, and lose the thread between the proposal you sent and the project you're running.

Quotes → Projects

It's all one linked record.

ClientRidgeline Development + Quote · optional
ProjectBoundary · Tract 4 20260104
TaskField survey 6.5 hrs
Invoice · $4,820 Synced to QuickBooks

Tasks roll into time, time rolls into the invoice - the same record, top to bottom.

01

The way a job actually moves.

Start with the client - quote only if you need one

A client account holds the work. When a job needs a proposal you build a quote; when it doesn't, you start the project directly. The quote step is optional, not mandatory.

Turn the quote into a project in one step

Convert a quote and Kudurru Stone carries the details across - manager, due date, term, tax parcel, folio, client contact, department - and links the quote to the new project. The team gets a notification automatically. An automation rule can even create the project the moment a quote hits a chosen status.

Break the project into tasks and schedule them

Tasks become the work items, get assigned to a crew, and land on the calendar and the map.

Log time, bill it, close the job

Crews log hours against the tasks, those hours flow onto the invoice, and the invoice - and the original quote - sync to QuickBooks.

02

This is the part that proves it was built by surveyors.

The data model is the survey workflow - Client → Quote → Project → Task → Schedule → Time → Invoice - not a generic board you have to force your job onto. This is land surveying project management software shaped to the way a survey firm actually runs a job, start to finish. Converting a quote pre-fills the project with the parcel, folio, and ISN a survey firm actually tracks, links the proposal to the job it became, and hands the same record all the way to QuickBooks. You stop retyping and start running the job.

Quote-to-project questions.

No. A quote is optional. Build one when a job needs a proposal with scope and pricing; otherwise start the project directly.

Kudurru Stone creates the project and copies the quote's details - manager, due date, term, tax parcel, folio, client contact, and department - then links the quote to the new project and notifies the team.

Yes. An automation rule can create the project automatically when a quote reaches a status you choose.

Yes. The quote is linked to the project it became, and you can unlink it if you need to.

The project breaks into tasks, tasks get scheduled to crews, crews log time against them, and that time flows onto the project's invoice - which syncs to QuickBooks along with the original quote.

It's built for surveyors. The workflow follows a survey job from client to closed project, and tracks the fields - parcel, folio, ISN - that survey firms actually use.

Keep exploring

Build a quote, convert it to a project, run it end to end.

Seven days. No credit card. No demo required. See whether a workflow built for surveyors fits your firm.