Live Webinars-
How to find Items Easily using the Spec Search
Thu, Sept 12, 2019 2:00 PM - 3:00 PM ET
This webinar will show users how to take advantage of the amazing Spec Search feature in Design Manager. Located on the Spec Window you can use the Spec Search to find detailed information on items or components and even export data to excel to make custom reports.
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*Guest Webinar* The Designer CPA – Choosing the right bookkeeper for your business
Thurs, Sep 19, 2019 2:00 PM - 3:00 PM ET
Join Peter Lang, The Designer CPA, as he helps you choose the right bookkeeper for your business.
Choosing the right bookkeeper for your business (what questions to ask) / organizational tips to set your bookkeeper up for success
- What questions to ask to make sure your bookkeeper understands the interior design industry
- How to determine if your bookkeeper and CPA will get along
- Setting up a schedule and plan to continuously review specific reports with your bookkeeper
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How to find Accounting Transactions easily using the Transaction Search
Thu, Sept 26, 2019 2:00 PM - 3:00 PM ET
This webinar will show users how to take advantage of the amazing Transaction Search feature in Design Manager. This is a must-use feature for every office manager, bookkeeper, accountant and principal. Easily look up any transaction to dig into bookkeeping questions.
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New Company Orientation
Wed, Oct 2, 2019 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 -
Company Settings
Thu, Oct 10, 2019 2:00 PM - 3:00 PM EDT
Learn how to set your company defaults! This helpful webinar is good for both new users and existing users as it will explain the basic and advanced settings for your Design Manager software. Set yourself up for success today.
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DM Glossaries Explained
Thu, Oct 24, 2019 2:00 PM - 3:00 PM EDT
Learn how to properly manage Clients, Vendors, Ship-To’s, Employees, etc. within Design Manager. The glossary listings have options that new and existing users may not currently know, so here is a walk through that will explain the glossaries in detail.
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Pro Q & A Webinar
Thu, Nov 7, 2019 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.
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Budgets in Pro Cloud
Thu, Nov 21, 2019 2:00 PM - 3:00 PM ET
This webinar will be a basic walk-through on how to create budgets in Pro Cloud. There will be a review of any new budget features added recently as well.
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New Company Orientation
Wed, Dec 4, 2019 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 -
Document Styles and Options
Thu, Dec 5, 2019 2:00 PM - 3:00 PM ET
Setup your documents for success. In this webinar we will discuss the layout options for Proposals, Purchase Orders, and Invoices.
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*Guest Webinar* The Designer CPA – Growing Your Business
Thurs, Dec 12, 2019 2:00 PM - 3:00 PM ET
• How often you should be communicating with your CPA for tax planning strategies
• What to think about when it is time to hire someone else (independent contractor vs employee)
• What systems and processes are important so you can grow in a healthy way -
Time Billing
Thu, Dec 19, 2019 2:00 PM - 3:00 PM ET
Learn all about Time Billing with how to Add Time Items, Join Time to an Existing Item, Print Time Documents and Reports and much more!
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Pro Q & A Webinar
Thu, Jan 9, 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.
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New Company Orientation
Wed, Jan 15, 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 -
Project Management Course 1: Proposals
Thu, Jan 23, 2020 2:00 PM - 3:00 PM ET
Dive into making Proposals as our trainer goes over:
Proposal styles
How the company logo is added to Proposals
How pictures are added to Proposals
How to move the order of Items around on a Proposal
Tag Button
Layout Button
Reports to run that relate to Proposals -
New Company Orientation
Wed, Feb 5, 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 -
Project Management Course 2: Purchase Orders
Thu, Feb 6, 2020 2:00 PM - 3:00 PM ET
This webinar discusses creating and revising Purchase Orders. It also goes over a few reports that help you monitor Purchase Orders as they flow through the design process.
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Project Management Course 3: Work Orders
Thu, Feb 20, 2020 2:00 PM - 3:00 PM ET
This webinar discusses creating and revising Work Orders. It also goes over when and why to use Work Orders instead of Purchase Orders and a few reports that help you monitor Work Orders.
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New Company Orientation
Wed, Mar 4, 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 -
Project Management Course 4: Order Tracking
Thu, Mar 5, 2020 2:00 PM - 3:00 PM ET
This webinar will show all the ways to stay on top of your purchasing efforts using DM features like status buttons, order tracking reports, date fields and more.
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Project Management Course 5: Project Status
Thu, Mar 19, 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.
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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 -
Pro Q & A Webinar
Thu, Apr 2, 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.
