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One place, no lost detail
Materials, quotes, documents and messages sit under a single job record, not scattered across tools.
One record holds the brief, spec, quotes, orders and messages.
Project management
Every material, quote and client message in one project
Organise the work, invite the client, deliver a clean client view.
Projects hold everything a job produces — specified materials, moodboards, quotes, invoices, documents and conversations — with a client-facing view you can share without exposing your margins or internal notes.
01 / What it does
Projects, in practice
Stop chasing status across five inboxes: Projects hold every material, quote, message and invoice in one place, so nothing gets missed or over-promised.
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Fewer status calls, happier clients
Clients see progress and approvals themselves, without exposing your margins or notes.
Clients see scope and stage themselves — no status call needed.
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Catch delays before they cost you
See exactly where each job sits, so a stalled approval or late delivery gets caught early.
Slippage shows early — stuck on approval, delivery or site.
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Get a real answer on demand
Ask the agent for a project's status and get a fact from real records, not a guess.
The agent updates and chases the job from the same conversation.
02 / How it works
01
Open
Start with everything already carried over — nothing re-typed from the quote or board.
- Open a project from an approved quote or moodboard and the scope, client and pricing come with it.
- Assign owners, deadlines and stages so responsibility is explicit from day one.
02
Run
Always know where a job stands, without a status call to find out.
- Track orders, deliveries and site progress against the spec instead of against memory.
- Changes are versioned, so a variation is a documented decision rather than an argument later.
03
Deliver
Close the job with paperwork done, not chased for weeks after handover.
- Close out with delivery confirmation, documents and final invoicing linked to the same record.
- Margin per project is visible at handover, not three months later in the accounts.
03 / In depth
Project management shaped around materials work
Tasks get tracked; money and materials get lost — and that is what actually costs a project. Materials projects also track specifications, samples, approvals, deliveries and budget per surface. Projects in MaterialsHub keep all of that in one record: the moodboards, the quantities, the quotes, the client conversation and the delivery status of every line.
One place where design and procurement agree
Rework and disputes almost always trace back to a gap between what was specified and what was actually ordered. When the specification, the quote and the purchase live on the same project record, that gap closes — a substitution is visible to everyone the moment it happens.
Budget visibility as the project moves
Knowing your exposure today, not at month end, is what keeps a project's margin intact. Change a material and the impact on the project total is immediate.
04 / Use cases
Where Projects earns its place
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Residential renovations
Track each room's specification, approvals and deliveries against one budget.
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Hospitality fit-outs
Manage repeated room types, long lead items and phased deliveries across a whole property.
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Contractor job control
Keep material schedules, client sign-off and site deliveries in one auditable place.
05 / Who it's for
Projects is built for the people who specify, buy and sell materials.
Organise the work, invite the client, deliver a clean client view.
Contractors
Architecture studios
Developers
06 / Questions
Frequently asked
Can clients log in?+
Yes — clients get a self-serve portal view scoped to their own project.
Can I invite the client into a project?+
Yes, through the client portal — they see approvals, documents and progress without seeing your margins.
Does it track deliveries?+
Yes. Lines carry lead time and delivery status so you can see what is arriving and what is blocking the site.
Can I work on several projects at once?+
Yes, with a portfolio view of budget, stage and outstanding approvals across all live projects.
07 / Explore Next
