Skip to main content
All CollectionsGetting Started
Starting a project in Materio
Starting a project in Materio

Create a new project and use Materio's Scope generator to create an outline.

Mary Beth avatar
Written by Mary Beth
Updated over a year ago

2. Click on + New Project

Click on + New Project

3. Type the address of your new project

Ex. 124 Test Drive (Client's Last Name)

Type the address of your new project

4. Click on Save

Click on Save

5. Upload a plan, moodboard, or press "skip"

We encourage uploading a visual first, but you can always skip and get started without one.

Upload a plan, moodboard, or press "skip"

6. Using Materio's Scope Starter, Select the rooms, baths, and locations on your project.

These provide some defaults, but you can always add more customized locations later

Using Materio's Scope Starter, Select the rooms, baths, and locations on your project.

7. Click on Next

Click on Next

8. Select the categories of work to be done on this project

You can always add more custom categories later.

Select the categories of work to be done on this project

9. Select the items that are on your project within each location and category

Materio provides default selections, but you can always customize later

Select the items that are on your project within each location and category

10. Click on Last Step, Which will take you to adding project markups

Click on Last Step, Which will take you to adding project markups

11. Select the type of markup you would like on your project and provide the percentage

Select the type of markup you would like on your project and provide the percentage

12. Click on Create Outline

This will generate your initial project scope of work

Click on Create Outline

13. To estimate, click on $TBD to add enter an estimated price

To estimate, click on $TBD to add enter an estimated price

14. Enter the estimated cost

Enter the estimated cost

15. Add your tax amount, if applicable.

Add your tax amount, if applicable.

There you go! That's how to get started with a project in Materio. Explore other articles to learn more.

Did this answer your question?