How Mortar works
From the first link to the final invoice, it's the same item.
In Mortar you add a product once. That one item is the line in your budget, the row on your finishes schedule, the thing your client approves, the line on the purchase order and the line on the invoice. Here's how a project runs.
Harborview Residence
Client: Sarah Whitfield · Budget A$120,000 · AUD
Living room
A$22,500 · 19%
Kitchen
A$38,000 · 32%
Main bedroom
A$26,000 · 22%
Entry hall
A$9,000 · fixed
Set up the project
Name the project, add the client and the rooms, and give each room a budget as a percentage or a fixed amount. Already have a spreadsheet? Import it, including our free budget template, and Mortar builds the rooms and items for you.
Import your spreadsheet →
Add it
Paste a product link and the name, price, photos and specs fill themselves in. On a trade portal behind a login, use Save to Mortar. Give it a code like LT-03 and your markup, and it's in the room budget and on the schedule.
Procurement →
Watch the budget
Every item you specify, swap or get approved moves the room total straight away: on track, then amber when you're approaching, red if you go over. Your margin is visible to you and nobody else.
Budget tracking →
Issue the schedule
When the spec is ready, issue the finishes schedule as Rev A. An issued revision is frozen exactly as it was sent and can't be edited. Change something, issue Rev B, and see what changed since Rev A.
Finishes schedules →
Show the client
Send one link. Your client opens the portal with no account, sees the selections and the budget the way you choose to show them, and loves, comments, approves or picks between options. Every decision lands on the item with the date.
The client portal →
Order it
Request a quote from inside the project, or forward the supplier's email to the project's Quote Inbox and it lands as priced lines. Raise the purchase order from approved items, track lead times and supplier payments, and anything that won't land before the build start flags itself.
Procurement →
Bill it
Invoice the deposit and the balance straight from the approved items. Your client pays in the portal by card or bank transfer, gets a receipt, and the fees are the ones on our pricing page.
Invoicing & payments →Running alongside all of it
The rest of the project, not just the budget
Your team
Invite your assistant or PM. Members do the work without ever seeing cost or margin.
The AI assistant
Ask about the project in plain English, or hand it the tedious parts. It asks before it does anything sensitive.
Your calendar
Project dates in your own calendar with an ICS feed.
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