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Materio Demo | How to Organize, Budget & Present Interior Design Projects Like a Pro

In this in-depth demo, Mary Beth walks you through how Materio helps interior designers and design-build firms streamline project management, structure selections, and elevate client communication. Learn how to: ✔️ Set up a project and scope of work ✔️ Use floor plans, boards, and visual tools ✔️ Place markers for budgeting and planning ✔️ Create beautiful client-facing presentations ✔️ Use product clipping, categories, and approvals ✔️ Invoice clients, track payments, and stay organized If you’re tired of spreadsheets and need a smarter way to run your design business, this video is for you. Key features covered: ✔️ Visual scope of work ✔️ Product selection + budgeting ✔️ Marker placement tools ✔️ Selections boards + client review ✔️ Financial tracking & invoicing ✔️ QuickBooks syncing ✔️ Chrome clipper + design library 🎥 Chapters below for easy navigation! 🕒 Timestamps & Chapters Timestamp Topic 00:00 – 00:32 Welcome & intro to Materio’s demo 00:32 – 01:23 Navigating a sample project and project-based structure 01:23 – 01:57 Floor plans, boards, and stack organization 01:57 – 02:41 Visual scope of work: overview and project statuses 02:41 – 03:36 Boards, renderings, and design documentation 03:36 – 04:15 Starting with a small project: primary bathroom 04:15 – 04:55 Adding a location and exploring design kits 04:55 – 05:29 Adding electrical items (sconces, fans, lights) 05:29 – 06:10 Selection items and budgeting per item 06:10 – 06:33 Using markers for quantity + client budgets 06:33 – 07:05 Adjusting items and preparing to add plumbing 07:05 – 07:36 Adding plumbing fixtures (tub, shower, faucets) 07:36 – 08:02 Marking plumbing fixtures on floor plans 08:02 – 09:05 Adding and budgeting tile with polygon and linear tools 09:05 – 09:43 Placeholder budgets + using saved library items 09:43 – 10:35 Sending preliminary budgets using Materio Contracts 10:35 – 11:19 Organizing selections and preparing for sourcing 11:19 – 11:52 Clipping products with the Chrome extension 11:52 – 12:26 Using saved subgroups and vendor contact integration 12:26 – 13:33 Adding clipped products to items and sourcing workflow 13:33 – 14:20 Creating a design board with visual presentation 14:20 – 15:00 Customizing board style and adding selections 15:00 – 16:07 Creating a clean board layout + pseudo rendering 16:07 – 17:05 Adding countertop placeholders + board linking 17:05 – 18:28 Duplicating boards and toggling between design options 18:28 – 19:03 Sending selections for client review 19:03 – 19:44 Client login, visibility, and communication 19:44 – 20:36 Viewing client choices, approvals, and statuses 20:36 – 21:01 Selection Workspace: tracking statuses 21:01 – 21:39 Using ordered status & adding tracking details 21:39 – 22:07 Highlighting what’s included/excluded in plan tiers 22:07 – 23:06 Invoicing, collecting deposits, and FF&E tracking 23:06 – 24:02 Syncing with QuickBooks + payment status 24:02 – 25:11 Monitoring selections for profitability 25:11 – 26:08 Wrap-up: staying organized and client-ready with Materio #InteriorDesignSoftware #MaterioDemo #DesignProjectManagement #FFandETracking #ClientPresentations