Your first project

Create the project. Click Projects in the left nav, then + New project. Fill in:

• Project name, anything memorable, e.g. 123 Maple Lane.
• Lot number and address, for your records.
• Customer name, appears on the workbook cover.
• Project type, affects which template the picker shows by default. Duplex is a safe pick.

Click Create. You land on the new project's dashboard.

Add or rename units. A duplex template seeds two units (Unit A, Unit B). Rename them by double-clicking each tab. Add a third with + Unit if needed.

Open a sheet. From the category grid pick Plumbing. Plumbing is per-unit, so the editor opens for the active unit's sheet.

Fill in a few items. Each row has columns like Model, Finish/Colour, and Single/Double. Type into the cells; they autosave. The Finish/Colour dropdown autocompletes from the catalogue, pick an existing entry or type a new one.

Attach an image. Click the camera icon on a row, drag in a JPEG/PNG/WebP, and the upload starts immediately. See attaching images for limits.

Add a note. Use the Decision-maker notes panel at the top of the sheet for any context the supplier or site team should see. Per-row notes go in the Notes column.

Mark the sheet complete once the customer has approved. The sheet shows a "completed" badge and any future edit will require a change reason.

Export the workbook or share a link. Back on the project dashboard, you have two ways to get the project to the customer:

• Export → Miivo workbook generates an Excel workbook that lands in the export history with your version label. Download it and email or hand it over.
• Share opens the share-link panel where you can create a read-only public URL. Toggle Allow Excel download if you want the recipient to be able to download the workbook themselves, set an expiration if it's a short-lived link, and copy the URL. See share links.

Pick the workbook for a static snapshot, the share link for a live view that updates as the team keeps editing.