Getting Started
Everything you need to know to get started with Materio
8 Pro tips to getting started FAST and the right way!
Starting a project in Materio
Outline a scope of work
Adding your company logo and information to your Materio account
Adding a category of work to your project
How to estimate an item in Materio
Recover deleted scope item
Level of pricing detail a client sees
Import vendors and other external collaborators to your contacts
Duplicating or copying a project
Change name or address for a project
Key Elements of Materio
Dual-Signed Contracts
Changing the Page Scale
Create a Time Estimate & Budget
Utilizing Time Estimates and Budgets (Itemized Time)
Record Detailed Time Entries
Invoice for Detailed Time
Materio's Support Hours
Tracking product shipments
Add plan markers for scope of work
Adjusting plan markers without adjusting the item quantity
Marking a plan with the area tool
Changing the plan page scale and per item scale in a project
Editing an area plan marker
Measuring odd shapes with the Polygon Tool
Counting items with the point tool
Setting the plan scale
Tag codes
Edit Plan Marker Colors