When managing your client's permissions, you can control how much detail they see into the project's prices. You can tailor this to fit different types of contracts and different business models. Below we'll explain what each level means and who it's best for:

Every scope item and product option are shown to your clients in full detail, exactly as you would see them. They'll see the details of unit costs, taxes, labor, etc.

This is ideal for Cost Plus Contracts where transparency is key.

Each scope item shows just a single number: the client price. This is the selling price or "sticker price" for the item or product. If you mark up items, they do not see your markup, only the final client price. Like any other product for resale, sales taxes are not included in this but are shown separately up at the bottom of the project, and at the bottom of any invoices.

This is ideal for Interior Designers who offer goods and services.

Specific cost estimates for items are not shown; instead, only a category total is shown, such as $10,000 for Plumbing or $15,000 for Furniture. This is useful to help clients understand their project costs but not give so much detail that they might nitpick the cost of a sheet of drywall.

This is ideal for Hard Cost Construction Contracts.

This is the least detailed pricing model in Materio. The client sees items without any costs, and only sees the total at the bottom of the project.

This is best for Hard Cost (Lump Sum) Construction Contracts.

If you are running a Lump Sum Project and have selections where different options have different prices, it is recommended to enable "See Selection Allowances" so that clients can see the estimated cost for a selectable item and make tradeoffs between the product options.

For example, you might have a Bathroom Renovation that is a $25,000 lump sum project but let the client pick between 2 bathtub options. If you have an $800 bathtub allowance, you may offer two options: an economical product ($800) and a luxury model ($1200). Enabling "See Selection Allowances" will let them see individual costs for the two options and let them approve a cost increase for the overall project. When the client selects the luxury model, the item's cost automatically increases to $1200 and also the project total to $25,400, a $400 difference.

Even if a client will be shopping for products, this will provide them a guideline and a placeholder amount within your contract. If you have a management fee on the project and they exceed the allowance, the fee amount will automatically rise correspondingly.

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