support.mortar.design
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Items & Sourcing
AI Assistant
Budgets & Money
Client Portal
Mood Boards
Getting Started
Projects & Rooms
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AI Assistant
The AI assistant & natural-language search
Budgets & Money
Creating and sending invoices
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
Requesting quotes from suppliers
Adding items to a room
Using the browser clipper
Bulk importing items from a spreadsheet
Mood Boards
AI-generated mood boards & Refine with AI
Building a mood board
Projects & Rooms
Managing a room (Room Details)
Projects, rooms & the Rooms & Zones screen