Features
The reason your assistant still can't touch the spreadsheet
Every studio owner hits this moment: you need help with the project admin, but the project file has your trade prices and margins in it. So the assistant gets a filtered copy, the copy drifts, and now you're maintaining two versions of the truth — which is the exact problem you hired them to fix.
Mortar has a member role built for this. Members work fully in the projects you assign them — items, statuses, orders, boards, client comms — and the money you don't want visible simply isn't there.
Redacted means redacted
For a member, trade cost, markup and margin don't appear anywhere: not on items, not in activity history, not in the columns of an exported schedule or tearsheet, not in a quote. It's enforced when data is read and when it's written — not hidden with CSS.
Access per project, not all-or-nothing
Assign members to the projects they work on; everything else doesn't exist for them. Owners and admins see the whole studio. Three roles, no permission matrix to configure.
Grows with the studio
As many seats as you need — $59 per user on one plan, and every seat gets the full workspace. Invite by email, set the role and projects, done.
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How Mortar compares
Free template
Not ready for a trial? Take the budget template.
Per-room budgets with live totals, a client-safe view with no trade pricing or margin, and traffic lights that turn amber before they turn red. Excel and Google Sheets, free.
Want the full story first? See what’s inside the free budget template.
Run your next project on one list. Get your evenings back.
Load a real project into the trial. Paste a product link and watch it fill itself in, then open the portal your client would see. You'll know within a week.
- Fully self-serve
- Cancel anytime