Pricing How it works Guides Help Sign in Start with one job

Glossary

One word for each thing, on every desk, in every email and on this site. Where your client, a trade or an outside project manager reads something different on their portal, the second column says what.

Job: One construction project on your workspace — the record that holds its takeoff, estimate, budget, bids, schedule, logs, invoices and portal.On the portal: Project
Workspace: Your company on EstiLumina: its jobs, team, catalog and settings. One person can belong to several.
Seat: One paid place on the team. A seat is used by an active member and freed when they are removed.
Client: The person or company you build for. A client can have several contacts and several jobs.On the portal: You
Vendor: A company in your directory you buy from or award work to — a supplier or a trade.
Trade: A vendor that performs work on site — the one you invite to bid, award, and bill against. On the bid portal the trade is the guest.
Sheet: One page of a drawing set on the takeoff desk; a set is the sheets uploaded together.
Takeoff: Measuring quantities on the sheets — lengths, areas, counts — that price the estimate.
Item: A line in the cost catalog or on the takeoff: a thing with a unit and a rate.
Assembly: A group of items priced together from one measurement — a wall, a slab, a roof.
Area: A level, wing or phase you name on the takeoff so quantities total per part of the building.
Zone: A region of a sheet drawn at its own scale — a detail or an enlarged plan.
Estimate: The priced list of what the job will cost: quantities, unit costs, waste, markup. It becomes the budget when it is locked.
Proposal: The document a client approves: the estimate presented with scope, terms and a typed signature.
Contract: The agreed scope and value once a proposal is approved — the base every change order moves.
Budget: The locked estimate on the job, with committed and actual costs beside it.
Bid package: A frozen set of scope and documents you issue to trades for pricing. Bid requests is the desk that lists them.
Quote: A trade’s price for a bid package, line by line, levelled against the others before an award.
Award: Choosing the quote (or the lines) a trade will do; an award becomes a purchase order.
Purchase order: A commitment to a vendor for an agreed amount; bills are matched to it.
Bill: What a vendor charges you — matched to its purchase order, pushed to QuickBooks when you choose.
Invoice: What you charge the client; on the portal it is paid online or marked paid when funds clear.
Pay application: Progress billing against the schedule of values, with retainage held and carried forward. The office may say draw.On the portal: Invoice
Retainage: The share of each pay application held back until the work is complete.On the portal: never shown
Change order: A priced change to the agreed scope — approved once, it moves the contract value, the budget and the schedule together. A change request is what a homeowner asks for on the portal; it becomes a change order when the office prices and approves it.
Selection: A choice the client makes from the options you offer — tile, fixtures, finishes — against an allowance.On the portal: Your choices
Allowance: The amount in the contract set aside for a selection; the overage becomes a change order.
Daily log: The day’s record from the site: weather, crew, work done, photos.
Punch item: One thing left to finish or fix before close-out, with its photo proof.
RFI: A request for information — a question to the designer or owner with a ball-in-court and a due date.On the portal: Question
Submittal: A product, sample or drawing sent for review before it is built in.On the portal: Submittal review
Portal: The signed-in or signed-link view a client, a trade or an outside project manager gets — their project, never your office.
Job Run: The guided order of steps on a job — the next thing to do, on every desk.On the portal: never shown

Pricing How it works Guides Help Sign in Start with one job

Help Center

Glossary

Job: One construction project on your workspace — the record that holds its takeoff, estimate, budget, bids, schedule, logs, invoices and portal.On the portal: Project
Workspace: Your company on EstiLumina: its jobs, team, catalog and settings. One person can belong to several.
Seat: One paid place on the team. A seat is used by an active member and freed when they are removed.
Client: The person or company you build for. A client can have several contacts and several jobs.On the portal: You
Vendor: A company in your directory you buy from or award work to — a supplier or a trade.
Trade: A vendor that performs work on site — the one you invite to bid, award, and bill against. On the bid portal the trade is the guest.
Sheet: One page of a drawing set on the takeoff desk; a set is the sheets uploaded together.
Takeoff: Measuring quantities on the sheets — lengths, areas, counts — that price the estimate.
Item: A line in the cost catalog or on the takeoff: a thing with a unit and a rate.
Assembly: A group of items priced together from one measurement — a wall, a slab, a roof.
Area: A level, wing or phase you name on the takeoff so quantities total per part of the building.
Zone: A region of a sheet drawn at its own scale — a detail or an enlarged plan.
Estimate: The priced list of what the job will cost: quantities, unit costs, waste, markup. It becomes the budget when it is locked.
Proposal: The document a client approves: the estimate presented with scope, terms and a typed signature.
Contract: The agreed scope and value once a proposal is approved — the base every change order moves.
Budget: The locked estimate on the job, with committed and actual costs beside it.
Bid package: A frozen set of scope and documents you issue to trades for pricing. Bid requests is the desk that lists them.
Quote: A trade’s price for a bid package, line by line, levelled against the others before an award.
Award: Choosing the quote (or the lines) a trade will do; an award becomes a purchase order.
Purchase order: A commitment to a vendor for an agreed amount; bills are matched to it.
Bill: What a vendor charges you — matched to its purchase order, pushed to QuickBooks when you choose.
Invoice: What you charge the client; on the portal it is paid online or marked paid when funds clear.
Pay application: Progress billing against the schedule of values, with retainage held and carried forward. The office may say draw.On the portal: Invoice
Retainage: The share of each pay application held back until the work is complete.On the portal: never shown
Change order: A priced change to the agreed scope — approved once, it moves the contract value, the budget and the schedule together. A change request is what a homeowner asks for on the portal; it becomes a change order when the office prices and approves it.
Selection: A choice the client makes from the options you offer — tile, fixtures, finishes — against an allowance.On the portal: Your choices
Allowance: The amount in the contract set aside for a selection; the overage becomes a change order.
Daily log: The day’s record from the site: weather, crew, work done, photos.
Punch item: One thing left to finish or fix before close-out, with its photo proof.
RFI: A request for information — a question to the designer or owner with a ball-in-court and a due date.On the portal: Question
Submittal: A product, sample or drawing sent for review before it is built in.On the portal: Submittal review
Portal: The signed-in or signed-link view a client, a trade or an outside project manager gets — their project, never your office.
Job Run: The guided order of steps on a job — the next thing to do, on every desk.On the portal: never shown