Your best work should compound
The first time you figure out a great way to run a project, that's work.
The fifth time shouldn't be.
As your firm grows, the rooms you build again and again, the way you schedule a project, the language you use with clients, and the rates you charge shouldn't live in someone's head or last project's folder.
Materio lets you turn what your firm has already figured out into the starting point for what comes next.
Do it well once. Make it easier to do well again.
Custom Kits™ Team & Team Plus
Stop starting every scope with a blank page.
Save the rooms, item sets, and structures your firm uses again and again, then bring them into the next project already built.
What it does
Turn the patterns your firm repeats into reusable Custom Kits.
Maybe it's the bones of a powder room. A standard furnishings package. The categories you always use for a kitchen. A group of items that shows up in nearly every project of a certain type.
Build it once, save it as a Kit, then bring that structure into a new project instead of rebuilding every room and item from scratch.
From there, customize it for the project in front of you.
Why it's different
Templates usually give you another document to copy.
A Kit gives you a head start inside the actual project.
The value isn't that every powder room should be identical.
It's that your team probably shouldn't spend the first hour of every powder room remembering the same twenty things that belong in one.
Custom Kits let your firm turn experience into a better starting point.
And as more people join the team, that becomes even more important.
The new designer doesn't have to know everything the principal knows before they can set up the project the way the firm expects.
Your process starts showing up in the software instead of living only in your head.
Where it fits
Kits make Planning faster, but the value carries through everything that follows.
The scope starts with more of the right structure already in place, which gives Design, Financials, Procurement, and the rest of the project a stronger foundation.
The project is still custom.
The setup doesn't have to be.
Timeline Templates Team & Team Plus
Your best project schedule shouldn't retire when the project does.
Save the phases, planned work, and ownership that worked, then use them as the starting point for the next job.
What it does
Save the structure of a project timeline as a reusable template.
Keep the phases, planned work inside them, assignees, and descriptions your team comes back to for a particular kind of project.
When the next one starts, apply the template instead of building the schedule from zero.
Then adjust the dates and details for the reality of that job.
Why it's different
A good timeline is more than dates.
It's your firm saying:
This is how we know how to get this kind of project done.
What needs to happen before design development can finish? When should selections be resolved? What work should already be on someone's radar before installation gets close?
You shouldn't have to rediscover that sequence every time.
And you definitely shouldn't need the principal sitting beside the PM saying, "Oh, also add this. We always do this next."
Save the thinking along with the schedule.
Where it fits
The timeline itself belongs in Planning.
The template belongs here because it lives above any one project.
Build a good schedule once. Improve it as your firm learns. Then give the next project the benefit of everything the last project taught you.
Each project should make the next one easier to run.
Contracts & Templates Templates: Team & Team Plus
Your standard shouldn't be "find the last project and make a copy."
Keep the agreements that govern the work with the project itself, and give new projects a better starting point with reusable templates.
What it does
Keep contracts with the projects they belong to and save the agreements your firm uses repeatedly as templates.
Start the next project from your firm's established language instead of hunting through old folders for the most recent version and hoping nobody edited the wrong paragraph.
Then tailor the agreement for the client and project in front of you.
Why it's different
Copy-paste works until it doesn't.
Someone grabs the contract from two projects ago.
An old rate is still in it.
A clause you changed six months ago disappears again.
A client name survives in a paragraph nobody noticed.
"We've always done it this way" isn't a system if the only copy lives in someone's Downloads folder.
Templates turn the firm's current standard into the starting point.
So when your process gets better, the next project can start better too.
Where it fits
Contracts sit near the beginning of the client relationship, but the standard behind them belongs to the firm.
Keep the agreement with the work it governs, while keeping your reusable starting point available for the next project.
One project gets the contract. The firm keeps the knowledge.
Dynamic Billing Rates Team Plus
Your firm's rates will change. Your signed projects shouldn't have to.
Set the rates your firm charges today while preserving the rates you already agreed to on the projects that need them.
What it does
Set the billing rates your firm currently uses and let projects use those rates by default.
When your rates change, update them at the firm level instead of editing every project one by one.
Need to honor the pricing you agreed to six months ago? Lock that project's rates so they stay put.
You can also make pricing more specific by setting different rates for different people and different kinds of work, such as design, procurement, management, or travel.
Anything that isn't locked can keep using the firm's current rate.
Why it's different
Growth makes pricing messy fast.
A principal bills differently from a junior designer. Procurement may have a different rate than design. Rates go up in January, but the project you signed in October still has last year's agreement.
Without a system, the solution becomes a spreadsheet full of exceptions.
Materio lets the rule be the rule, and the exception stay the exception.
Your current pricing can move forward with the firm without quietly rewriting the economics of projects already underway.
Where it fits
Billing rates touch every project where your team sells time.
The firm sets the standard.
The project decides whether it follows the current standard or keeps the agreement it started with.
That means you can keep evolving how the firm prices its work without turning every rate change into an administrative cleanup project.
The firm can move forward without moving the goalposts.