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Getting Started

Everything you need to know to get started with Materio

4 authors42 articles
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
Live sessions with Materio
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
Mastering the Scope Table in Materio: A Step-by-Step Guide
How to use the service item type in your Scope of Work
Getting Started with Materio: Your Onboarding Experience
How to Manage Leads and Convert them to Projects
Understanding Estimated and Confirmed Pricing in Materio