2. Click on + New Project
3. Name your new project
4. Type the address of your new project and click on Next
5. Next you can enter in the project budget
6. Choose your pricing structure and sales tax.
7. Add the team members that should be involved. To learn how to add team members to your account, check out this article.
8. Upload a plan, moodboard, create a board, or press "skip - outline scope without visual".
We encourage uploading a visual first, but you can always skip and get started without one.
9. Using Materio's Scope Starter, select the rooms in your project and click next.
These provide some defaults, but you can always add more customized locations later
10. Select the categories of work to be done on this project and click next.
You can always add more custom categories later.
11. If you'd like you can set your budget by location and categories and click next
12. You will now see your scope of work on the left and the area where you can upload project visuals on your right
13. To add an item click the + Scope item
14. You can choose if the item is a selection or non selection item by clicking the paint roller. If the paint roller is green, it means it is a selection item.
15. To estimate, click on the $0 to add enter an estimated price and any tax or markup that is applicable. You can also change the type of item it is.
