Design Manager > Frequently Asked Questions

Frequently asked questions

Cloud (Show all)
1. Can I access DM Cloud from a Mac or PC?

Yes, you can access DM Cloud from any computer or device that has an internet connection.  To have the best experience with DM Cloud, here are the specific hardware requirements.

2. If I am an existing client using the desktop software, can my data be converted to the cloud and what is the conversion process?

Yes, all of your data can be converted to the cloud, you will not lose any existing data. We schedule a day where you do not need to be in Design Manager and we work with you over the phone and internet to transfer a copy of your data to us. The data transfer should only take about 30 minutes. After the transfer, we need the rest of the day to convert your data and then set it up in the cloud. Once we have everything complete, we send you an email with the login information. From then on you login using the new login information and do not use the old Design Manager software.

3. How secure is DM Cloud?

We take security very seriously at Design Manager so please take the time to visit our security page.

5. Can I get a copy of my data on my hard drive?

Yes, you can make your own backup of your cloud data at any time.

Getting Started (Show all)
6. Will I be able to keep the information that I enter into my Free Trial?

Yes, all of the information that you enter into the trial is saved when you purchase the software.

7. Can I import my clients and vendors into Design Manager?

Yes, there is an import in Design Manager where you can import your client and vendor lists. You can find full instructions here.

8. What is the basic pricing?

$39.99 per user per month for Design Manager and $54.99 per user per month for Design Manager Pro.

9. What is included in the subscription?

Full use of the features of the particular version of DM Cloud, easy access from any device with an internet connection, automatic upgrades, secure backups of your data and one free license for your accountant.

10. What training and/or technical support is included?

2 months of support from the date of purchase, access to our Help Center and our live and recorded demos and training webinars.

11. Are there any additional fees?

No, there are no mandatory fees besides the subscription fee. If you would like to purchase Technical Support or Training, they are available at reduced rates.

12. Can you upgrade from DM to DM Pro?

You can always upgrade from DM to DM Pro and keep all of your data, but you cannot go backwards from DM Pro to DM.

13. Are there additional modules for DM Pro?

Yes, if you are a design firm that also has a showroom or store please contact a sales representative to go over the add-ons for DM Pro.

14. How do you handle tech support?

All new purchases come with 2 months of free support.  After the free 2 months, support time can be purchased in hourly blocks at reduced rates. Please visit our Support Terms for more details.

15. Do you integrate with QuickBooks?

Design Manager actually does what QuickBooks does and more so DM does not integrate with QuickBooks. Design Manager has a full accrual accounting system that is set up specially to handle the Design Industry. For example, DM understands that projects require deposits or retainers the majority of the time and instead of having a work-around like QuickBooks, DM makes it easy. Design Manager is already set up to handle the long term structure of design projects, provide tax advantages, record all yearly accounting and has all necessary financial statements and sales tax reports.

16. What data can we transfer from our current accounting software to Design Manager?

Since generic accounting software is very general and not integrated with any project management information compared to Design Manager, there is no import for transactions or items. However, you can import client and vendor lists and we do have a video showing you how to enter your opening balances,

17. What is a user and how many do I need?

A user is a username and a password with specific security settings that allows access to the software at the same time as other individuals.  In other words, you can use the software from as many computers and devices as you want, but if you want individuals to be able to work in the software simultaneously, than you need to purchase additional users.  DM can have up to 5 users, DM Pro can have up to 64 users, and DM Pro with SQL can have an unlimited number of users.

18. How often do new versions of the software come out?

We are continuously updating our cloud software for fixes and adding new features as well.

Software Features (Show all)
19. If I enter an item in one project, can I duplicate it for another project?

Yes, you can copy and paste items from one project to another project.

20. Are you able to upload a logo to print on documents?

Yes, you are able to upload a logo that prints on documents. There are multiple style choices for documents so you can choose where the logo prints. Click here for an article that explains the styles and gives examples.

21. Can I export documents and reports?

Yes, if you pull up the document or report and then click the envelope button in the upper left hand corner you can export to different formats- pdf, word, excel etc.

22. Can I modify the software or create custom reports?

We have a ton of reports in Design Manager that all have different formats and can be run for different parameters, so few users need custom reports. In addition, all reports can be exported to excel and then manipulated from there. If there is a need to have a custom report though, we do have programmers on staff that can design them for $175 an hour. To get started with this process, please email our Customization Consultant Jamie Daddario at

23. Can I run payroll through Design Manager?

You can do recurring payables for salaries easily, but if you want a true payroll system we recommend using Paychex. We have an import from Paychex to make the journal entries for you. QuickBooks does the same thing- they have a payroll company that Intuit their parent company owns. Please call Paychex Payroll Processing to receive your first month free today: 877-516-1053.

24. Can I run multiple companies within one Design Manager copy?

No, each copy of Design Manager is its own set of books. So if you have separate tax IDs for your companies you will need to run separate copies of Design Manager. We give you two copies per account for no charge and after that additional copies can be added for a yearly fee.

25. Can I import bank or credit card transactions into Design Manager?

You can import a bank or credit card statement file and use it to help you reconcile, but DM does not download bank or credit card transactions automatically.

26. Can I take credit cards directly through Design Manager? What are the fees associated with this service?

Yes, we partner with a credit card processing company called Cayan and they have very competitive pricing. Cayan takes a personalized approach to processing to get you the best rates for your business. Cayan guarantees the best rates possible; if they cannot meet or beat another offer, they will write you a check for $100. The convenience of using it through DM is that you are saving the extra entry step- instead of entering it in two places, you are only entering it in one.

27. Can I email clients documents or reports directly from Design Manager?

Yes, you can use our server or you can use Outlook with Exchange if you have our CloudSpace solution. When you use our email server it even looks like it is coming from the email address that you type into the User Settings and sends a copy to that email address as well.

28. Can I print checks to our vendors through DM?

Yes, you can print checks from Design Manager.
Click here for the checks that we recommend.

29. What is the difference between DM Pro’s Inventory and DM’s Storage Room?

DM Pro’s inventory management system is a true inventory software package made for design firms also running showrooms and stores. It has committed and on-hand quantities, allows for multiple warehouses and comes with specific inventory reports. DM’s storage room feature, used with the transfer button, is perfect for companies just needing to manage a small amount of leftover items from projects.