--- title: "Materio Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Materio the right Construction Scheduling solution for you? Explore 42 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/238666/Materio/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-21" --- Materio 4.9 (42) [View alternatives](https://www.capterra.com/p/238666/Materio/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 21st, 2026 # Reviews of Materio Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews EB Emily B Founder and Principal DesignerDesign, 2 - 10 employeesUsed the software for: Less than 6 months. “Materio is easy to use, has great customer service (\[sensitive content hidden\] is a gem!) and the software has completely streamlined our process both externally with our clients and internally as a team.“ October 25, 2024 MM Miah M Interior DesignerDesign, 2 - 10 employeesUsed the software for: 6-12 months. “Working with a residential construction team, it has been difficult to get them on board with using Materio, when they've always worked with pencil and paper.“ January 12, 2023 EE Emily E Senior AssociateConstruction, 2 - 10 employeesUsed the software for: 1-2 years. “Nothing compares to the integrations with Quickbooks and Materio's customer support.“ September 18, 2024 HT Haley T OwnerDesign, 2 - 10 employeesUsed the software for: Less than 6 months. “We understand you are new and will constantly be improving but what we appreciate most is the ability to communicate with your team and the QUICK updates you often integrate based on feedback. “ January 14, 2023 eW eo W CeoConstruction, 2 - 10 employeesUsed the software for: 6-12 months. “Very user friendly and visually appealing it Gives homeowners with even basic software experience the ability to stay fully aware and involved with thier projects with out extensive or time involved training“ January 10, 2023 ## Showing most helpful reviews Showing 1-25 of 42 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MR Mariana R. Owner Construction Used the software for: 1-2 years ### "Misterio (aka Materio) | Our Love, Hate Relationship" October 3, 2024 4.0 The reason I titled my review "Misterio (aka Materio): Our Love, Hate Relationship" is because I firmly believe Materio will be able to help solve a lot of our internal struggles with project management and it does have the majority of the things I have been looking for in a software project managing tool. My only gripe is that it feels like were are still in the very Beta stages of the program and I wish more research and consultation with Design Build firms specifically would had been done before launching it and offering it in the market. I think a lot more testing should have been done with these types of companies prior to advertising and selling Materio as a solution for a Design Build firms. It has actually not saved me time like I was hoping. It has been a bit of a time sink since there are so many things that are still being flushed out. I also didn't appreciate the pricing jumping from the original advertised price of under $150/month to almost double that now. The pricing was one of the main factors I switched over and for it to quickly go up shortly after I signed up was also disappointing. HOWEVER, like I said at the beginning of my review, I do believe Materio will be a viable solution and I do hope to one day really really love Materio! Pros The ability to keep track of all the details for each project and most of all the ability to do take offs. Cons The finances and processing purchase orders, invoices, and expenses. Switched from [Buildertrend](https://www.capterra.com/p/70092/Buildertrend/) Buildertrend's monthly subscription rate almost tripled. Review Source Response from Materio October 23, 2024 Mariana, thank you for sharing your thoughts and for your honest feedback. We appreciate your belief in Materio’s potential and your insights on how we can better serve Design-Build firms like yours. We’re committed to ongoing improvements and value the opportunity to learn from our users. I’ve also emailed you to schedule a time to connect directly. I’d love to discuss your experience further and explore how we can better support your needs. Thank you again for your patience and support. DH Deborah H. Sr. Interior Designer Design Used the software for: 1-2 years ### "Materio and the Full Interior Design Firm" October 2, 2024 4.0 We started using Materio about a year ago and have seen a measurable difference in procurement time and tracking. We also have a much easier time with client design hours, tracking, and billing. Pros Materio is very easy to learn and master quickly. The functions are organized clearly and most importantly with thought to a designer's flow. Cons There is still a gap with the CRM side. It is great internally but needs more functions for client interaction (think Basecamp). Switched from [Ivy](https://www.capterra.com/p/258086/Ivy/) is that even a question? HOUZZ is not designer-friendly! Review Source Response from Materio October 8, 2024 Hi Deborah, thanks for the stellar remarks! We love to hear that you've successfully switched over from Ivy and find Materio easy to learn and master quickly! HT Haley T. Owner Design Used the software for: Less than 6 months ### "Loving Materio - just a few minor improvements needed!" January 14, 2023 5.0 Your customer service is exceptional! Thank you! We understand the need to not have a phone number but often feel the ability to quickly explain things is lacking. Since its a new software, we sometime just want to pick up the phone and explain it rather than type and hope you get it. We think you guys are doing an awesome job and need to find a way to get your name out there more!! None of my designer friends know about you guys, but would LOVE you! Here to help however we can - we are big fans! Pros It is obvious your team knows the industry and has studied it significantly - kudos to you guys! You have met a serious need in the design world. I can't speak for construction, but as far as the interior design world is concerned, you have met our needs and we will forever be clients of yours. It is visual and intuitive. We understand you are new and will constantly be improving but what we appreciate most is the ability to communicate with your team and the QUICK updates you often integrate based on feedback. The design world has always needed a software that can do it all, all the while being easy enough to understand for clients and for people that are visually driven. Cons After months of use, I still don't understand the estimates vs live projects feature and not sure if/when that would help us. We adopted Materio about halfway through a project - a project that has a very large budget and isn't so attuned to going over or under, just as long as it is justified. I don't need change orders so to speak - just a way to give a "estimated" budget but then if the client chooses a sofa that is $30k more than expected, then it's not a change order, but just a decision and he sees that reflected in the total. I lost sleep once we "invited" our client to see everything because I felt like we couldn't see his settings or fully understand what he saw. We want an easy way to send him furniture options but doesn't need to be notified if he chooses something higher than he initially planned for. He'll be able to see that when he chooses option A or B.Example: Our client expects to spend 2.1 with us for his project. (That is zero construction, just design) (Some of that is time billing, some is furniture, bath hardware, art, etc) He may spend 1.8 with us in the end. A few thousand to him here and there doesn't matter so we want to show him: here is your budget and here is what you have paid us to date and here is what is left. ALL ON ONE PAGE - He has made the comment, he wants to log in quickly and see what kind of liquid cash he needs on hand for the coming months so a "remaining balance" so to speak would help. Switched from [Ivy](https://www.capterra.com/p/258086/Ivy/) Our main accountant has not switched (he still uses IVY) because when I mentioned Materio, he didn't know of you guys. He would love you Materio much more, he just needs to be aware of you. We hate IVY and have been looking for a new product for years and you have met our needs. We have basically been trying you guys out before telling our friends/colleagues/accountant and we definitely will tell them. You guys have been awesome! Review Source Response from Materio January 16, 2023 Haley, thank you for the thorough and thoughtful review! We are honored to have you as "clients for life" and hope that we continue to earn that job each day. Thank you for the use case around your client — I will have the research team reach out to schedule a call to learn more. Also, we are working to implement video comms with our support team in hopes that this will be even better than the phone. Thank you again for the honest review. JM Jessica M. Interior Designer Design Used the software for: 1-2 years ### "Love this tool!" October 23, 2024 5.0 It's been a boost to our business, given us a professional way to interface with jobs and keep clients updated on their projects. It helps keep us accountable and move items & projects forward. Pros Visual organization of multiple projects of varying scopes and the ability to toggle between them. The full process of budgeting to execution can be managed with this tool, and it's the most user friendly of all the options I have tried. Cons Fluidness of designing boards, but that is improving and I am ditching my perfectionist ways little by little...lol. Switched from [Ivy](https://www.capterra.com/p/258086/Ivy/)[Studio Designer](https://www.capterra.com/p/217839/Studio-Designer/) The others weren't the right match for us, this system isn't as cumbersome, and has better features to allow us to wear all the hats we must as Interior Designers. Review Source JM John M. Principal Architect Construction Used the software for: 1-2 years ### "Excellent project management for design-build" October 9, 2024 5.0 Pros Fantastic design-focused construction management software. I explored virtually every available residential project management platform online and discussed software with every booth at the International Builder Show and Materio stands out as the strongest system for my company Cons Still a growing platform with some integrations between scheduling and selections being implemented. The team is extremely receptive to any input Alternatives considered [JobTread](https://www.capterra.com/p/218503/JobTread/)[ConstructionOnline](https://www.capterra.com/p/160201/ConstructionOnline/) Reason for choosing Materio Cost and design integration and coordination as the primary focus Switched from [Buildertrend](https://www.capterra.com/p/70092/Buildertrend/) Cost and design integration and coordination as the primary focus Review Source EV Edwina V. President Design Used the software for: 6-12 months ### "The Best There is!!! " October 21, 2024 5.0 Easy and wonderful! It has been a game-changer!! Pros It organizes everything seamlessly, and the support team is the best I have ever encountered! This is life-changing software for a designer, especially for large, detailed projects! I love it and the support team! Cons I have none! You are there for our needs and always making things better! Alternatives considered [Studio Designer](https://www.capterra.com/p/217839/Studio-Designer/) Reason for choosing Materio Because it is user-friendly and makes it easy for my accountant to understand my business. Switched from [Studio Designer](https://www.capterra.com/p/217839/Studio-Designer/) It integrates with Quickbooks and is a game changer! Review Source PD Paul D. President Design Used the software for: 6-12 months ### "Goodbye Archaic Interior Design Softwares, Hello Materio" October 14, 2024 5.0 Fantastic - the product is great, the customer service is fantastic, and they really care about their customers and community. They're committed to fixing and improving on a constant basis, so each time you log in you're again pleasantly surprised. Pros It's smart, intuitive, and maps all of your products, finishes, and other selections to exactly where they go on your project's floor plan or elevations. Much less scrolling through lists and spreadsheets, and much more quick and efficient decision making. Cons It's still in it's youth and has some bugs to work out, but the developers are committed, responsive, and constantly improving things. Switched from [Houzz Pro](https://www.capterra.com/p/199689/Houzz-Pro/) Houzz is a piece of garbage and they just want to make as much money as possible off of their customers without improving anything. Review Source EE Emily E. Senior Associate Construction Used the software for: 1-2 years ### "The best design build software on the market, dont waste time looking anywhere else! " September 18, 2024 5.0 10 out of 10, again can't sing their customer service higher praises. The best part is being able to manage, truly every aspect of our projects on the platform. Sourcing, design library, takeoffs, scope of work, internal communication, client communications, selections, upload plans, take payments - everything!! And sure, software like Ivy claim they offer this but it is nothing like the streamlined functionality of Materio. Pros We love everything about Materio!! This is the best design-build software on the market. We have tried several software, including Ivy, Builders Trend, and Studio Designer, and even built our own on Monday. Nothing compares to the integrations with Quickbooks and Materio's customer support. The support is everything!! Clients LOVE it!! Cons There are a few hiccups in the QBO transfer of information, but it is way better than any other integration from another software. It also isn't enough of an issue to consider another software. The best part is they are an agile software company constantly improving, so we anticipate this not being an issue for too long. Switched from [monday AI Work Platform](https://www.capterra.com/p/147657/monday-com/) Horrible set up for our industry and requirements, SO expensive Review Source Response from Materio September 29, 2024 Emily, thank you for the kind review! We are honored to be your software of choice and are so glad we can streamline your business. - Thank YOU! The Materio Team JW Jennifer W. Office Manager Design Used the software for: 6-12 months ### "Bravo, Materio!" October 8, 2024 5.0 Super helpful with whatever it is we need! Always willing to help walk through things if needed. Pros The overall look. It is very well laid out for clients for easy navigation. Cons When I @ someone in a comment and have a typo and make a change it never formats correctly, and I have to just restart. Switched from [Leap](https://www.capterra.com/p/162690/Leap/) better look, and also the customer service far exceeded expectation. Review Source EA Edwina A. President Furniture Used the software for: Less than 6 months ### "Fantastic software for designers." February 12, 2024 5.0 The support is Amazing!!! It all just makes sense and is a huge help in every way! Pros The organizational features and that it links to Quickbooks! It is life-changing! Cons The time tracking option is not on the mobile app Alternatives considered [Studio Designer](https://www.capterra.com/p/217839/Studio-Designer/) Reason for choosing Materio For the floorplan feature and Quickbooks. Switched from [Studio Designer](https://www.capterra.com/p/217839/Studio-Designer/) For the features it offers and that it works with Quickbooks. Review Source Response from Materio February 13, 2024 Thanks for the kind review, Edwina! I'm so glad you're open to recommending Materio. We have time tracking in the mobile app on our roadmap - I will be sure to escalate this feature request to the product team! AD Arick D. Architect Architecture & Planning Used the software for: Less than 6 months ### "The more you use it the better it gets" October 4, 2023 5.0 I'm still exploring, but would like to turn my scope of work into items I can schedule. Pros I love the complete integration of the entire team, between the site, office, and clients this puts all the key players in connection which aligns with our business premise. Cons Since I can estimate labor by unit I wish I could enable the function to do so. Reason for choosing Materio Seemed to fit right with my company, ease of use, team collaboration, client client-facing interface were great. It only took me 3 days to determine that I was on board. Review Source Response from Materio October 12, 2023 Thank you, Arick for the stellar review. We love to hear that it didn't take long to know Materio was the right fit :) We'd love to learn more about your desire for scope and scheduling and will have the research team reach out. AZ Amanda Z. Junior Designer Design Used the software for: 6-12 months ### "Materio Feedback" October 9, 2024 5.0 It has been nothing but great! The clients love it and understand it and it makes our jobs easier. Pros That it's simple, but yet effective. Easy to use for us and easy for the clients as well. Cons When downloading the timeline as a pdf, it comes out a list. I would love if it was more of an actual timeline graphic. Review Source AP Alexis P. Interior Design Assistant Design Used the software for: Less than 6 months ### "Materio Review" October 8, 2024 4.0 I like that it keeps client communication all in one place Pros How easy it is to communicate with clients Cons Having to get a change order approved to be able to add selections to something in the change order Review Source AB Alan B. Owner Construction Used the software for: Less than 6 months ### "The client is visual" January 10, 2023 5.0 I like it Pros This is the Way project specifications and client selections were meant to be presented. Delete your clunky spreadsheets and welcome to the future. Cons Do you need more color options for pins on the plans Reason for choosing Materio Visually enticing Switched from [Buildertrend](https://www.capterra.com/p/70092/Buildertrend/) The other software was too confusing Review Source Response from Materio January 11, 2023 Thank you for taking the time to review, Alan! We are honored to be able to help you keep projects organized. If you ever have more feedback you can always reach out to our help center. WL Whitney L. Owner Consumer Services Used the software for: 1-2 years ### "Amazing Design Software for Small or Even Large Contract Business Owners" July 2, 2025 5.0 Pros It’s a great tool for project design and build management. Great library of tools and allows updates and fixes in real time to keep the team all on the same page and clients happy. Cons There’s a few bugs via the app but apart from that there’s nothing I don’t like really. Most of the bugs have been sorted out. Review Source KM Katherine M. Interior Designer Design Used the software for: 1-2 years ### "Materio should be industry standard" November 22, 2024 5.0 Materio is incredibly robust, the team is fantastic/responsive/knowledgeable, and the software is actually fun to use. There is a copious amount educational/training material and the chat bot is pretty flawless. I only wish I'd made the switch from Houzz sooner! Pros Is "everything" an answer? Materio has gotten in the heads of interior designers to anticipate our needs before we do and is constantly adding new features to better support our day-to-day. It is the most robust (and beautifully designed) software I've used to date. I'm a huge fan of client and GC portals - makes sharing the latest drawings and finish schedules impossibly easy. Cons No cons for me. There were a few features I wanted to see before making the switch but they jumped on it quickly and I haven't looked back since. Alternatives considered [Studio Designer](https://www.capterra.com/p/217839/Studio-Designer/)[Houzz Pro](https://www.capterra.com/p/199689/Houzz-Pro/) Reason for choosing Materio We were tired of juggling multiple softwares and jumping around Dropbox, Google drive, etc. for assets. Switched from [Ivy](https://www.capterra.com/p/258086/Ivy/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) For our brains, having ONE software to support our business activities was essential. The UX is better and it's beautifully/intuitively designed. Review Source BP Brett P. Project Architect Architecture & Planning Used the software for: 2+ years ### "Materio is the best, a real gamechanger, and will grow with our business" November 19, 2024 5.0 It's been wonderful. The customer team is extremely helpful, the product is always improving. The integration to quickbooks and the precision with managing budgets and payments is lovely. and the clients love to visualize the user interface. the addition of mood boards linked to products has been a game changer. We've been on board since the beginning! Pros constantly implemented consumer feedback to make the platform easier to use and more robust Cons hard to discern product costs incurred between different parties involved in construction. the end user isn't clear - i.e. we are architects, not the GC, so we aren't responsible for pricing or budgeting nearly everything, but we do do some purchasing. We'd like to be able to manage or rather, not own, numbers alot of the time, but want to capture scope and specifications. Getting the GC to utilize the tool can be a challenge when they already likely have another estimating software that they utilize. We'd love to minimize the number of systems a client has to interact with. Switched from [DesignFiles](https://www.capterra.com/p/179202/DesignFiles/) The accounting integrations with quickbooks is much better, there are less syncing issues than other softwares. The overall product is way more robust, and being able to visualize selections in plan and elevation view is easiest for clients to interact with Review Source JJ Jody J. Owner and Lead Desginer Design Used the software for: Less than 6 months ### "Love Materio!" December 2, 2024 5.0 Everyone at Materio is so helpful! Anything you need, they get back to you with a response! Pros Comprehensive! Love all of the different types of information that we can store in one place for our clients and collaborators. Cons I would love to see a timeline function added to leads so that we can make sure that our standard process for lead management can take place in Materio instead of another software. Alternatives considered [Programa](https://www.capterra.com/p/248518/Programa/)[DesignFiles](https://www.capterra.com/p/179202/DesignFiles/)[Studio Designer](https://www.capterra.com/p/217839/Studio-Designer/) Reason for choosing Materio Love the variety of information that I can have in one place and share with the client, my team, and outside collaborators. Review Source EA EVA A. Interior Designer Construction Used the software for: 6-12 months ### "Excellent--Materio is a selling point for my clients" November 21, 2024 5.0 Pros Materio is extremely user friendly and intuitive. My clients love it--it's very visual and they know exactly what they are approving and where it is going. The onboarding support has been phenomenal. Highly recommend!! Cons I haven't run into any issues yet, and I haven been using for 11 months. Alternatives considered [Studio Designer](https://www.capterra.com/p/217839/Studio-Designer/)[Mydoma Studio](https://www.capterra.com/p/155585/Mydoma-Studio/) Reason for choosing Materio Best user interface and crossed over between interior design and construction, which is what I need for my company. Review Source AS Anita S. Owner Design Used the software for: Less than 6 months ### "Game Changer" November 17, 2024 5.0 It's been a great experience so far, I really appreciate \[sensitive content hidden\] reviewing Materio's functions and Q&A with me. Pros The approval process, PO process, tracking, approval and quickbooks integration. Cons I'm not a fan of the project limit. I would prefer to have all my large and small projects in Materio. Alternatives considered [Houzz Pro](https://www.capterra.com/p/199689/Houzz-Pro/) Reason for choosing Materio The quickbooks integration was easy to map. Review Source AS Austin S. General Contractor Construction Used the software for: 1-2 years ### "Materio for the win!" October 9, 2024 5.0 We started using Materio a few years ago, but really have integrated it fully about 6 months ago. Like with any new tool, you have to learn how to use it figure out the best way to apply it to your business, but overall we are super happy with how our projects are organized, how we can communicate with our clients, and also how easily we are able to put together quotes and contracts! We look forward to continue using the platform as it gets better and better! Pros We love the user interface. The scope of work makes us look like we know what we're doing. We like that all our projects are in one central location. Cons Our main pain point (which in the scheme of things is minor) has to do with the accounting/expense side of the platform. They do offer a way to sync with quickbooks, but it requires you to manually add each expense, which proves to be a very tedious process if you have 7 projects going on. We are hoping there is a way to import a batch of expenses from a qbo export to save some man hours in the future. Our solution or workflow now is at the end of each month, export an expense report from quickbooks and have someone in the office input all the expenses to match our quickbooks side of things. The reason we do this is because we like the user experience of invoicing through materio with receipts uploaded, etc. Review Source MS Michaela S. Owner and Designer Design Used the software for: 1-2 years ### "I’ve tried them all and materio is the best!" October 9, 2024 5.0 Customer service is always amazing and take feedback to continue improving features to make it more user friendly. Sometimes feedback is applied within a week or two of mentioning it. Pros Integration of design/selections and ease of use Cons Not much I don’t like, but they are always improving based on customer feedback. A few minor things I’d love to see updates on, but still leaps and bounds ahead of the competition. Alternatives considered [DesignFiles](https://www.capterra.com/p/179202/DesignFiles/)[Fohlio](https://www.capterra.com/p/171752/Fohlio/)[Ivy](https://www.capterra.com/p/258086/Ivy/) Reason for choosing Materio Plan integration and ease of use. Client portal. Switched from [Fohlio](https://www.capterra.com/p/171752/Fohlio/) Ease of use and integration of plans. Client portal. Review Source MB Mike B. Owner Construction Used the software for: 1-2 years ### "Highly Recommended for Design/Build" October 10, 2024 5.0 Left Buildertrend and haven't looked back. It is perfect for our design-build business model. Pros The visual aspect of this program is a gamechanger. Love being able to mark the plans and perform takeoffs right on the plans. Perfect for our cost plus model. Love the stacks and mood boards, oh and the QR codes! Cons The app leaves us longing for more. Would love a 'company cam' style functionality for field notes so we could drop a separate subscription service. Alternatives considered [Houzz Pro](https://www.capterra.com/p/199689/Houzz-Pro/) Reason for choosing Materio Your YouTube videos and Instagram ads for the QR codes.. Hooked me Switched from [Buildertrend](https://www.capterra.com/p/70092/Buildertrend/) Cost was outrageous and client experience wasn't good. Budget/cost updates were lackluster and that program didn't work with our cost plus model. Review Source TO Tracy O. Project Coordinator Design Used the software for: 6-12 months ### "The Project Management Game-Changer!" October 10, 2024 5.0 Pros Materio is basically a 'one-stop-shop' project management system, offering all of the features and services on ONE platform that our company was previously using THREE for!  From client interface and communication to internal tasks and communication, planning and budgeting to procurement and product tracking, time tracking,  bookkeeping/accounting, and MORE - it has truly been a game-changer for our team!  Another pro of Materio is the multiple 'help' features it offers if/when issues/questions arise, especially during the onboarding phase of new Materio users.  Between the AI Materio bot, tutorial videos, and live webinars, Materio provides all of the tools to help make the learning process easy and, if you can't find the answer(s) you're looking for in one of the above, there is always a friendly, knowledgeable (human!) Customer Success team member available via webchat to help guide and answer any questions. Additionally, we love being able to suggest/request new system features (that they actually take into consideration) as well as being able to see what features are currently in development and/or recently launched.  Materio is constantly improving their system to accommodate the business needs of their users.  Overall, Materio is an excellent program and we highly recommend it to any business in search of a new project management system.  Thanks for all you do, Materio Team! Cons Materio is not the cheapest platform we have used, but given all that it has to offer to a business, it truly is worth every penny. Switched from [Ivy](https://www.capterra.com/p/258086/Ivy/)[Trello](https://www.capterra.com/p/211559/Trello/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Materio offered all of the project management features that we needed at least three separate systems for. Review Source MM Miah M. Interior Designer Design Used the software for: 6-12 months ### "Simple to use for interior designers" January 12, 2023 4.0 As an interior designer, staying organized with a million decisions that need to be made is difficult. The organization within Materio has made it easier to get decisions approved and keep the project moving. Working with a residential construction team, it has been difficult to get them on board with using Materio, when they've always worked with pencil and paper. I think the features are there, and Materio is awesome at constantly improving, but the whole team needs to be on board with learning and utilizing the software for it to be optimally efficient. Pros I like the organization of the scope page and selections page. The checklist when you start a new project is great. I like being able to organize all files and details within each line item. Clients like seeing the scope page with the budget detailed out. The product clipper is great and easy to use. Clients like having a say with the suggestion feature, and being able to comment on individual selections. Cons I don't love the "open, awaiting approval, confirmed" tabs. This causes confusion for the cilent, when they are expecting to be able to see an item for approval, but I have to send the item and notify them via email each time an item is ready. I think a simpler solution would be to individually turn visibility on each selection on/off, off when you are still working on the item, and on when it's ready for the client to view. Review Source Response from Materio January 13, 2023 Miah, thank you so much for taking the time to write a clear and thoughtful review! We really appreciate it. Regarding the selection workflow suggestions, we'd love to talk about that over a research call and will reach out directly. Thanks again! 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