*Guest Webinar* Brad Clinard, CFP of High Point Financial Design
Thu, Mar 19, 2020 2:00 PM - 3:00 PM ET
Brad is a Certified Financial Planner that knows financial success and wants to share that information with interior designers. During this highly informative guest webinar Brad will cover the below topics and leave you with tips to improve your wealth but also your health.
- 3 Key Relationships every Interior Designer Should Have
- The Designer’s Dozen – twelve challenges that designers face when working with traditional financial planners
- 10 Keys to Financial Foundation
New Company Orientation
Wed, Apr 1, 2020 2:00 PM - 3:00 PM ET
Your company just signed up for Design Manager… now what? Learn how to get started using the software by covering the following topics:
1. Enter company name and info
2. Load in a logo to print on your docs
3. Choosing company defaults for your pricing style
4. Choosing defaults for your freight pricing style
5. Choosing defaults for billing your time
6. Choosing defaults for requesting deposits from your clients
7. Setting up Sales Tax
User Activity Log Webinar
Thu, Apr 2, 2020 2:00 PM - 3:00 PM EDT
This new feature for Pro Cloud can be very handy for business owners, controllers, bookkeepers or anyone at the design firm looking to see what information users are entering into Design Manager.
The User Activity Log will show a line for each move/entry for a user within Design Manager. Full details on the Date/Time, User, Type, Function, Project Code and Name, Item/Reference or Invoice Number, and a Description of the change/entry will be provided, if applicable. This log can be exported to Excel.
Our webinar will be an overview on the how, why, and when to use this new feature.
Project Management Course 5: Project Status
Thu, Apr 9, 2020 2:00 PM - 3:00 PM ET
Using the Proposal Status, PO Status, Client Status Report and other reports to gain control of your projects. These tips will really help you manage your projects as efficiently as possible.
Pro Q & A Webinar
Thu, Apr 30, 2020 2:00 PM - 3:00 PM EDT
Have burning topics or questions that you just want answered? This is the webinar for you. DM Expert Brad Martin will be here for one hour answering as many questions as he can fit in. Space is limited so sign up early.