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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. 1. Specification Management Command Center
  2. 2. Project Management Suite
  3. 3. Procurement & Financial Tools
  4. 4. Client Dashboard
  5. 5. Digital Design Libraries
  6. Why Programa Stands Out
  7. Fast-Track Your Setup
  8. The Future of FF&E Management
  9. Transform Your FF&E Management Today
  10. Interior Design & Architecture Software For Professional Interior Designers & Architects
  11. Q3 Product Update
  12. The world’s best scheduling software gets even better.
  13. The All-new Web Clipper
  14. Other Improvements
  15. What’s next?
  16. Fixed Image Layouts
  17. Web Clipper Scraper
  18. Hyperlinked URLs
  19. Improved Notes Visibility in Presentation Mode
  20. Pinboards & Client Dashboard Integration
    1. Information about how Programa handles your data
    2. Introduction
    3. Our Values<br />
    4. Why we process your information
    5. <br />Your rights over your information
    6. Where we transfer your information<br />
    7. How long do we retain your information
    8. Our use of advanced technologies<br />
    9. How we protect your information<br />
    10. How we use “cookies” and other tracking technologies<br />
    11. How you can reach us
    12. Types of data we collect and process<br />
    13. What Personal Data we receive<br />
    14. Retention
    15. Our purpose for using your personal data
    16. Disclosing your personal data<br />
    17. Changes to this Privacy Policy
    18. Additional Privacy Information for Brands & Suppliers<br />
    19. When and why we share your information with others
    20. Your rights over your information
    21. How long we retain your information
    22. Your customers’ information
    23. Additional Information about how we process data globally
    24. Processing data globally to fulfil our service obligations
    25. United States Regional Privacy Notice
    26. What information we collect and share about you
    27. Why we collect and share your Personal Information
    28. Sources of Personal Information
    29. How long we keep your information
  21. What is an Interior Design Quotation?
  22. Key Components of an Interior Design Quotation
  23. Interior Design Quotation Format and Free Template
  24. How Do You Create an Interior Design Quotation Quickly & Easily?
  25. Beyond the Proposal: Invoicing with Programa
  26. Start Your Project Proposals with Programa
  27. How Tyler Aspen Edmonds Did It
  28. The Programa Advantage
  29. The Trade Portal Advantage
  30. Interior Design Software For Professional Interior Designers
  31. Programa Invoices
    1. Seven Tips for Knowing Your Value as an Interior Designer
  32. <strong>1. Get clear on your offering.</strong>
  33. <strong>2. Know who you want to work with.</strong>
  34. <strong>3. Don’t compare yourself to others.</strong>
  35. <strong>4. Set clear boundaries.</strong>
  36. <strong>5. Learn to say no.</strong>
  37. <strong>6. Follow systems and processes.</strong>
  38. <strong>7. Get help.</strong>
    1. What is the ‘Hidden’ Status?
    2. Use Case: Building a Custom Product
    3. Simplifying Financials with Hidden Status
    4. Reusing and Grouping Components
    5. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
    6. <strong>Why is managing a budget important?</strong>
    7. <strong>Why can getting a budget be so difficult?</strong>
    8. Tips for Managing a Client Budget:
    9. Nickolas Gurtler Studio: Redefining Interior Design with Programa
    10. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
    11. Enter Programa
    12. Clear and Precise Presentations
    13. Easier Management of Data
    14. Exports That Work The Way You Do
    15. Introduction to Programa
    16. Getting Started Dashboard
    17. Schedules
    18. Client Dashboard
    19. Web Clipper
    20. Pinboards
    21. Project Management
    22. Address Book
    23. Invoicing
Reading: What Best Practice Looks Like with Programa, Demo on Demand
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Try Programa for free with a 7 day trial

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.