BlogProduct News / SchedulesInterior Design / Studio Practice

What Best Practice Looks Like with Programa

Demo on Demand
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. Or book a time for the concierge onboarding sessions with our Interior Designers.
Table of contents
  1. Why Time Tracking is Essential for Interior Designers
  2. How to Use Programa for Effective Time Tracking
  3. Tips for Maximizing Your Time Tracking Efforts
  4. Interior Design Software For Professional Interior Designers
    1. Task Management
    2. Phases
    3. Dynamic Views
    4. Prepare your Studio
    5. Key Changes
    6. Detailed Steps for Current Studio WIP Users
    7. Future Releases
    8. Support
    9. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    10. User-friendly Interface and Tools for Seamless Project Management
  5. Introduction to Programa
  6. Getting Started Dashboard
  7. Schedules
  8. Client Dashboard
  9. Web Clipper
  10. Pinboards
  11. Project Management
  12. Address Book
  13. Invoicing
  14. Interior Design & Architecture Software For Professional Interior Designers & Architects
  15. 05 September 2024
  16. 03 September 2024
  17. 02 September 2024
  18. <strong>Principles for when you use the Services</strong>
  19. <strong>Implications for violating the User Guidelines</strong>
  20. <strong>Dangerous Content</strong>
  21. <strong>Deceptive Content</strong>
  22. <strong>Sensitive Content</strong>
  23. <strong>Illegal Content</strong>
    1. Introduction
    2. Why we have User Guidelines
    3. User Guidelines for what is strictly prohibited
    4. Rules for user-generated content
    5. How can I report an issue or get support?
  24. <strong>1. Get clear on your offering.</strong>
  25. <strong>2. Know who you want to work with.</strong>
  26. <strong>3. Don’t compare yourself to others.</strong>
  27. <strong>4. Set clear boundaries.</strong>
  28. <strong>5. Learn to say no.</strong>
  29. <strong>6. Follow systems and processes.</strong>
  30. <strong>7. Get help.</strong>
    1. With Programa’s Client Dashboard, you can:
    2. Minimalise Misunderstandings, Maximalise Results
    3. Shared Schedules and Integration with Client Dashboard
    4. Collaboration between Designers and Clients
    5. The Issue - Complex Tax Handling<br />
    6. The Solution - Streamlined Tax Tool
    7. The Result - Enhanced Clarity and Compliance<br />
    8. Top practices for managing money
    9. Streamlining Complexities and Enhancing Collaboration
    10. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    11. Communicating with Clients, Contractors, and Suppliers
    12. Sourcing Materials and Products
    13. Resolving Conflicts and Addressing Challenges
    14. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    15. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    16. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    17. Take Control of Your Studio Today
    18. The Issue
    19. The Result
    20. The Solution
    21. Latest Updates
    22. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
    23. Enter Programa
    24. Clear and Precise Presentations
    25. Easier Management of Data
    26. Exports That Work The Way You Do
    27. The Trade Portal places your brand front and center before A&D professionals
    28. Your name in lights alongside some of the biggest in the industry
    29. Your dream clientele, actively procuring
    30. Working directly with Architects and Interior Designers
    31. Programa’s Trade Portal and high quality leads
Reading: What Best Practice Looks Like with Programa, Demo on Demand
Try Programa for free with a 7 day trial

Try Programa for free with a 7 day trial

Join the world’s best studios