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
Mastering the Scope Table in Materio: A Step-by-Step Guide
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