Getting started with Mortar

Create your account

Go to the Mortar sign-up page and choose one of two ways in:

• Google — one click, no password to manage.
• Email + password — you'll get a verification email; click the link before you can sign in.

Signing up creates your Studio (your business account — everything in Mortar hangs off it) and starts a 14-day free trial. No credit card required to start.

Tell us how you price

Early in onboarding you'll be asked how you charge clients:

• I charge clients what items cost — the price you enter for an item is exactly what the client sees.
• I apply a markup — set a default markup percentage; Mortar calculates the client-facing price from your trade cost automatically. You can still override the price on any individual item.

You can change this later in Settings → Studio, and it never affects items you've already priced — only new pricing decisions.

Set your default currency

Pick the currency you invoice in most often. Mortar supports USD, EUR, GBP, AUD, and NZD. This becomes the default for new projects, but every project can be set to a different one of the five if a client pays in something else — see Currencies and multi-currency projects.

Create your first project

Onboarding walks you straight into your first project:

1. Name the project and add the client's name.
2. Set a total budget and pick the project's currency (this is the currency the client sees everything in — budgets, invoices, all of it).
3. Add rooms. Pick from templates (Kitchen, Living, Master Bedroom, etc.) or add your own — you can always add, rename, or delete rooms later.

Drop in your first item

Once you're in the project, the fastest way to see Mortar work is to paste a product link into the chat assistant (bottom-right of the screen) or into a room's Add Item form. Mortar reads the page and pulls in the name, price, and photo automatically on most major retailer sites — see Adding items for the details and its limits.

Invite your client later

You don't need a client ready on day one. Once you've got a room or two populated, share the project with your client from the project page — see The client portal. Clients never need a Mortar account; they get a link.

Inviting your team

If you work with other designers, invite them from Settings → Team. Seats are limited by plan — see your plan's team-size limit in Settings → Billing.