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Items & Sourcing
AI Assistant
Budgets & Money
Client Portal
Mood Boards
Getting Started
Projects & Rooms
Account & Plans
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AI Assistant
The AI assistant & natural-language search
Connect Mortar to Claude
Account & Plans
Sending client email from your own domain
Budgets & Money
Creating and sending invoices
Deposit and balance invoices
Automatic payment reminders
Recording, editing, and voiding payments
Billing straight from procurement
Client statements
How budgets and margin work
Currencies and multi-currency projects
Client Portal
Approvals — items, rooms, and approving from a mood board
The client portal — sharing, price visibility & what clients can do
Getting Started
Getting started with Mortar
Items & Sourcing
Bulk importing items from a spreadsheet
Adding items to a room
Using Save to Mortar
Requesting quotes from suppliers
Importing items from a Pinterest board
The Quote Inbox
Mood Boards
Building a mood board
AI-generated mood boards & Refine with AI
Projects & Rooms
Managing a room (Room Details)
Projects, the Overview page & Rooms & Zones
The Calendar