Getting Started
Everything you need to know to get started with Materio
By Thomas and 2 others3 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
- Project Statuses
- Displaying shipping costs and MSRP discounts to clients
- Add plan markers for scope of work
- Adjusting plan markers without adjusting the item quantity
- Marking a plan with the area tool
- 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
- Viewing plans full screen