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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
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
How budgets and margin work
Client statements
Currencies and multi-currency projects
Billing straight from procurement
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
Using the browser clipper
Adding items to a room
Bulk importing items from a spreadsheet
Requesting quotes from suppliers
The Quote Inbox
Mood Boards
AI-generated mood boards & Refine with AI
Building a mood board
Projects & Rooms
Managing a room (Room Details)
Projects, the Overview page & Rooms & Zones
The Calendar