Launch your first project in Materio
Visit our How to start a project quickly help article
Step 1: Upload your floor plans, mood boards, and/or presentation
This sets the foundation of the project. Materio ensures everyone has the latest plans or visual assets. As you revise them, Materio automatically notifies everyone about any changes.
Step 2: Outline the project’s scope of work
Get your team and client all on the same page about what is involved in the project with a scope of work. With Materio’s scope generator, this is easy and lightning-fast. Add in custom categories and locations, then list the things that will happen in the project and provide a rough estimate of what it’ll cost. This is where you get specific, preventing surprises down the road (“I thought you said there’d be a wine rack too!”). The Scope is the structure on which everything else will “hang”: finances, design options, discussions, etc.
Your Selections Workspace is automatically filled by just flagging items as “Needs Selection” – this creates an organized decision list for you and your client to solve.
Step 3: Share the project & set a single source of truth
Share the project with your team and client and be sure to tell them: “This is where we are tracking everything about this project!” Download the Mobile App so you can respond on the go to any comments your client might have.
Step 4: Stay on track with a Timeline
Create a timeline so everyone is aligned on when things will happen and what decisions must be made first. Materio lets you set deadlines on selections. We automatically keep track of progress and alert you if any selections are overdue in your daily briefing.
Step 5: Make it Official
Once your client agrees to the scope and timeframe, push the project live. By changing the status of your project to “live,” the project’s scope is locked in and protected against accidental changes. If you do need to alter the project, you can always get their signed approval through Materio using our automated change order function. Be sure that everyone understands: we’re going to Do What’s Documented. Materio prevents mistakes by ensuring that
Step 6: Move decisions through the workflow
It’s time to get decisions (and purchases) flowing! You can easily provide options for your client to choose from in a visual, beautiful interface.
If there are products you use regularly, you can keep them in the Item Library and easily add them into projects. When you’re ready, send them to your client for review. When your client approves an option, the item status will automatically update and everyone will be notified.
Step 7: Track expenses
Track expenses in real-time with the Materio mobile app.
Tend to track and manage project costs at your desks? Great, add new expenses on the finance tab in your project.
Finally: Send progress reports
Easily generate reports, summarizing the project’s activity. Just go to Activity and click “Prepare Report”
Select a date range
Customize your field notes, or if you’re not tracking time in Materio (yet), then you can write this in
Select the people you want to send the report to. This can be clients or external collaborators.
hit SEND!
Congratulations!
Your first project is up and running. You will receive daily briefings every day about what’s changed and updated.
Does this workflow sound like something your team could use?
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