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What Best Practice Looks Like with Programa

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Programa
Programa
Updated: 04 June 2024
Welcome to Programa’s comprehensive guide, where we break down the essentials of using our platform to streamline your design workflow. Here, we summarize the key features and benefits of Programa to help you get started and maximize your design practice.

Introduction to Programa

Programa was launched in 2021 to address the unique workflow challenges faced by interior designers. With a global user base in over 75 countries, our platform is built to support designers in managing their projects more effectively. Our team, based in the UK, USA, Canada, New Zealand, and Australia, is dedicated to providing comprehensive support and training.

Getting Started Dashboard

When logging into Programa, you’ll land on the “Getting Started” dashboard. This dashboard is designed to guide you through the initial steps of setting up your account and understanding the platform. Key activities include:

Creating Your First Project: Begin by setting up a demo schedule to familiarize yourself with the interface.

Adding Content: Start specifying products and utilizing the Web Clipper for easy data import.

Utilizing Resources: Explore our detailed guides and help center for a deeper understanding of each feature.

Schedules

Schedules are a core component of Programa, allowing you to centralize all project data. Key benefits include:

  • Flexible Layouts: Customize schedules by category or room.
  • Comprehensive Views: Access summary, financial, and detailed views of your schedules.
  • Procurement Tracking: Monitor logistics, order deadlines, and payment dates.
  • Product Approvals - Reduce all back and forth with clients,
  • PDF and Online Sharing: Export schedules as PDFs or share them via a live web link for real-time updates.

 

 

Client Dashboard

The Client Dashboard provides a centralized location for clients to review project information. Features include:

Branded Experience: Customize the dashboard with your studio’s branding.

Approval and Feedback: Clients can approve items and leave comments directly in the dashboard.

Real-Time Updates: Ensure clients always have access to the most current project details.

Web Clipper

The Web Clipper is an essential tool for importing product information directly from supplier websites. Benefits include:

Quick Data Capture: Clip images, product details, and attachments with ease.

Efficiency: Save time by directly importing data without manual entry.

Consistency: Ensure all product details are accurately captured and stored in your schedules.

Pinboards

Pinboards are a simple online presentation tool for collating images and concepts. Benefits include:

Easy Integration: Import content from your image library, web clipper, or direct uploads.

Presentation Modes: View pinboards in detailed or presentation modes for different contexts.

Client Sharing: Share pinboards with clients via a live link or through the client dashboard.

Project Management

Programa’s project management tools help you keep track of tasks and deadlines. Key features include:

Kanban Boards: Use columns for to-do, doing, in review, and done to manage task progress.

Time Tracking: Track time spent on tasks directly within the platform.

StudioWhip: Get a universal view of all tasks and deadlines across projects.

Address Book

The Address Book centralizes all your contacts, including suppliers, clients, and other stakeholders. Benefits include:

Organized Contacts: Keep all contact information in one place.

Tagging System: Use tags to categorize contacts for easy filtering and retrieval.

Invoicing

Programa’s invoicing system helps you manage project finances efficiently. Key features include:

Integration with Bookkeeping Software: Programa integrates with Stripe, Xero and QuickBooks.

Creating Invoices: Create invoices by pulling products directly from your schedules and adding time-tracking data.

Customizable Items: Add custom line items to invoices for more detailed billing.

Syncing with Time Entries: Time entries from the time tracking tool can be added to invoices, ensuring accurate billing for hours worked.

By leveraging Programa’s invoicing system, designers can streamline their financial management and ensure accurate, timely billing for their projects.

Have more questions? Signup to our regular Webinars to get your questions answered live.
Table of contents
  1. 30 August 2024
  2. 27 August 2024
  3. 22 August 2024
  4. 21 August 2024
  5. 20 August 2024
  6. 19 August 2024
  7. 16 August 2024
  8. 15 August 2024
  9. Interior Design & Architecture Software For Professional Interior Designers & Architects
  10. Recognized for Excellence in Design Software
  11. With Programa’s Purchase Orders, you can:
  12. Methods for Calculating Fees
  13. Which Method Will Work For Your Studio?
  14. A Designers Responsibility
  15. Beanbags: Where Comfort Meets Elegance
  16. Serving Trays: Functional Elegance
  17. Lights: Illuminating Ambiance
  18. Fixed Image Layouts
  19. Web Clipper Scraper
  20. Hyperlinked URLs
  21. Improved Notes Visibility in Presentation Mode
  22. Pinboards & Client Dashboard Integration
  23. 1. Schedules
  24. 2. Project Management
  25. 3. Client Dashboard
  26. 4. Pinboards
  27. 5. Financials View
  28. The Issue
  29. The Solution
  30. The Result
  31. Interior Design Software For Professional Interior Designers
  32. How Tyler Aspen Edmonds Did It
  33. The Programa Advantage
  34. The Trade Portal Advantage
  35. The Complexities of Residential Interior Design
  36. Client Connectivity: Crafting Relationships and Spaces
  37. Project Prowess: Managing the Symphony of Tasks
  38. Materials Mastery: Sourcing, Selection, and Inventory
    1. Pinboards: Your Creative Oasis
    2. Financial Finesse: The Art of Business Management
    3. Embark on Your Programa Journey Today
    4. Client Dashboards: Connecting Designers and Clients Globally
    5. Product Approvals: Streamlining Feedback and Collaboration
    6. Experience the Future of Design Communication with Programa
    7. 31 October 2024
    8. 30 October 2024
    9. 29 October 2024
    10. 24 October 2024
    11. 23 October 2024
    12. 22 October 2024
    13. 17 October 2024
    14. 15 October 2024
    15. The Trade Portal places your brand front and center before A&D professionals
    16. Your name in lights alongside some of the biggest in the industry
    17. Your dream clientele, actively procuring
    18. Working directly with Architects and Interior Designers
    19. Programa’s Trade Portal and high quality leads
    20. Latest Updates
    21. The Shortcomings of Conventional Tools for Interior Designers
    22. Breaking Away from Tradition with Programa
    23. From FF&E to beautiful client comms with Programa.
    24. How are you using Programa?
    25. What challenges did the platform help overcome in a recent project?
    26. Client Portal
    27. Client Communication
    28. Rebranding
    29. Client Testimonial
    30. Software Solution
    31. Recognising the Impact of Mood Boards in Design
    32. Elevate Your Mood Board Creation and Collaboration
    33. Leveraging Programa’s Pinboards Throughout the Project
    34. The Issue - Complex Tax Handling<br />
    35. The Solution - Streamlined Tax Tool
    36. The Result - Enhanced Clarity and Compliance<br />
    37. Streamlining Complexities and Enhancing Collaboration
    38. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    39. Communicating with Clients, Contractors, and Suppliers
    40. Sourcing Materials and Products
    41. Resolving Conflicts and Addressing Challenges
    42. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    43. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    44. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    45. Take Control of Your Studio Today
    46. Goodbye Fragmented Financial Management
    47. Build Connected and Efficient Processes<br />
    48. Meet The Programa x QuickBooks Integration<br />
    49. 2022
    50. 2023
    51. Purchase Orders
    52. Client Dashboard
    53. What’s next?
    54. Schedules Update:
    55. Client Dashboard & Brag Stats
    56. Pinboards Update
    57. Web Clipper Update
    58. On the Horizon
    59. Blog Callout
    60. 30 May 2024
    61. 27 May 2024
    62. 24 May 2024
    63. 23 May 2024
    64. 16 May 2024
    65. 14 May 2024
    66. 09 May 2024
    67. 03 May 2024
    68. 02 May 2024
    69. With Programa’s Client Dashboard, you can:
    70. Minimalise Misunderstandings, Maximalise Results
    71. Shared Schedules and Integration with Client Dashboard
    72. Collaboration between Designers and Clients
    73. <strong>Meet Brightgreen’s MINI Collection: When Less, Meets More</strong>
    74. <strong>Revolutionise Your Lighting Design and Layouts</strong>
    75. 12 July 2024
    76. 09 July 2024
    77. 05 July 2024
    78. 04 July 2024
    79. 02 July 2024
    80. 01 July 2024
  39. 11 April 2024
    1. Highlight
    2. Other fixes
    3. Board View:
    4. List View:
    5. Timeline View:
    6. Seamless Integration for Holistic Project Management
    7. Get Started Today
    8. Wish there was a way to grow sales and better connect with clients?
    9. Why Does This Matter To Me As A Brand / Supplier?
    10. What Does That Translate To?
  40. How Does the Trade Portal Work?
  41. <strong>How Will It Solve My Problems?</strong>
    1. What does the Trade Portal Offer?
    2. What will it be like day to day?
      1. Getting Started with Shared Invoices
      2. Real-World Applications for Designers and Architects
      3. Key Benefits of the Shared Invoices Update
      4. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
      5. User-friendly Interface and Tools for Seamless Project Management
  42. Interior Design Approvals and Client Communication
    1. The Significance of Client Communication in Interior Design
    2. Key Features of Programa’s Interior Design Approval Tools
    3. Benefits of Using Programa’s Interior Design Approval Tools
    4. Practical Applications of Programa’s Interior Design Approval Tools
    5. Conclusion
      1. Spreadsheets Weren’t Built for Interior Design
      2. Specification Simplified: Say Goodbye to Arduous Data Entry
      3. Always Up-to-Date: Live Schedules for Real-Time Collaboration
      4. Seamless Sharing and Client Communication
      5. Build Your Own Product Libraries
      6. Eliminate Stress with Real-Time Version Control
      7. Track, Manage, Deliver: Stay On Top of Your Projects
      8. Effortless Integration and Customization
      9. Join Thousands of Designers Transforming Their Workflows with Programa
      10. Key Features:
      11. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
      12. <strong>Why is managing a budget important?</strong>
      13. <strong>Why can getting a budget be so difficult?</strong>
    6. Special Offer for DYB Alumni
      1. Introduction to Programa
      2. Watch the Onboarding Webinar Recording
      3. Ready to Get Started?
      4. Explore Our Breakdown Videos
      5. Boost Your Profitability
      6. Save Time and Money, Manage Projects Efficiently
      7. Enhance Communication Across Your Studio
    7. 29 April 2024
    8. 24 April 2024
    9. 22 April 2024
  43. 16 April 2024
  44. 15 April 2024
  45. Other updates
    1. Getting Started Dashboard
    2. Schedules
    3. Web Clipper
    4. Pinboards
    5. Project Management
    6. Address Book
    7. Invoicing
Reading: What Best Practice Looks Like with Programa, Demo on Demand
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Join the world’s best studios

Programa offers interior designers a comprehensive platform to streamline their workflows and enhance project management efficiency. With features like customizable schedules, a client dashboard, web clipper for product imports, and real-time collaboration tools, Programa is designed to simplify the design process. The platform also includes tools for task management, invoicing, and client approvals, providing designers with everything they need in one place. From creating your first project to advanced invoicing and time tracking, Programa supports your business at every step. Get started with Programa and maximize the efficiency of your design practice.