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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. 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
  30. Streamlining the A&D industry – it’s about time.
  31. Recognized for Excellence in Design Software.
    1. Interior Design & Architecture Software For Professional Interior Designers & Architects
    2. It's that time of year!
    3. 09 December 2024
    4. 03 December 2024
    5. 28 November 2024
    6. 27 November 2024
    7. 26 November 2024
    8. 20 November 2024
    9. 19 November 2024
    10. 13 November 2024
    11. 08 November 2024
    12. 31 October 2024
    13. 30 October 2024
    14. 29 October 2024
    15. 24 October 2024
    16. 23 October 2024
    17. 22 October 2024
    18. 17 October 2024
    19. 15 October 2024
    20. 11 October 2024
    21. 10 October 2024
    22. 07 October 2024
    23. 03 October 2024
    24. 02 October 2024
    25. 30 September 2024
    26. 25 September 2024
    27. 20 September 2024
    28. 19 September 2024
    29. 17 September 2024
    30. 13 September 2024
    31. 11 September 2024
    32. 06 September 2024
    33. 05 September 2024
    34. 02 September 2024
    35. 30 August 2024
    36. 27 August 2024
    37. 22 August 2024
    38. 21 August 2024
    39. 20 August 2024
    40. 19 August 2024
    41. 16 August 2024
    42. 15 August 2024
    43. 14 August 2024
    44. 12 August 2024
    45. 13 August 2024
    46. 07 August 2024
    47. 08 August 2024
    48. 09 August 2024
    49. 05 August 2024
    50. 01 August 2024
    51. 31 July 2024
    52. 30 July 2024
    53. 29 July 2024
    54. 26 July 2024
    55. 23 July 2024
    56. 18 July 2024
    57. 12 July 2024
    58. 09 July 2024
    59. 05 July 2024
    60. 04 July 2024
    61. 02 July 2024
    62. 01 July 2024
    63. 26 June 2024
    64. 19 June 2024
    65. 18 June 2024
    66. 17 June 2024
    67. 13 June 2024
    68. 07 June 2024
    69. 06 June 2024
    70. 04 June 2024
    71. 30 May 2024
    72. 27 May 2024
    73. 24 May 2024
    74. 23 May 2024
    75. 16 May 2024
    76. 14 May 2024
    77. 09 May 2024
    78. 03 May 2024
    79. 02 May 2024
    80. 29 April 2024
    81. 24 April 2024
    82. 22 April 2024
  32. April 16 2024
  33. 15 April 2024
  34. Other updates
  35. 11 April 2024
  36. <strong>09 April 2024</strong>
    1. Interior Design Software For Professional Interior Designers
      1. Why Winning Work Matters for Interior Designers
      2. The Benefits of CRM Software for Interior Designers
      3. Using Project Management Tools as a CRM
      4. Outcome
      5. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
      6. User-friendly Interface and Tools for Seamless Project Management
      7. How It Works
      8. Viewing Your Schedule
      9. Approving Products
      10. The Benefits of the Client Dashboard
    2. The Issue
    3. The Result
    4. The Solution
    5. Get Started Today
  37. Comprehensive Guide to Client Communication Software for Interior Designers
    1. The Importance of Effective Client Communication in Interior Design
    2. The impracticalities of using generic software
    3. Enter Programa.
    4. Remove unnecessary stress and double handling with Programa:
      1. Features
      2. Integrations & Sharing
      3. Upgrades
    5. What is an Interior Design Quotation?
    6. Key Components of an Interior Design Quotation
    7. Interior Design Quotation Format and Free Template
    8. How Do You Create an Interior Design Quotation Quickly & Easily?
    9. Beyond the Proposal: Invoicing with Programa
    10. Start Your Project Proposals with Programa
      1. Tasks: The Building Blocks of Effortless Studio Management
      2. Phases: Your Project's Roadmap to Success
      3. The Magic of Combining Tasks and Phases
      4. Getting Started is a Breeze
    11. Wish there was a way to grow sales and better connect with clients?
    12. Why Does This Matter To Me As A Brand / Supplier?
    13. What Does That Translate To?
  38. How Does the Trade Portal Work?
  39. <strong>How Will It Solve My Problems?</strong>
    1. What does the Trade Portal Offer?
    2. What will it be like day to day?
    3. The Trade Portal Advantage
    4. The Range
    5. Installation
    6. Service
    7. Support
    8. Highlight
    9. Other fixes
    10. 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
    11. Latest Updates
    12. Traditional Quality with Modern Efficiency
    13. Collaboration: Orchestrating a Seamless Symphony
    14. Precision is crucial: Mitigating Errors
    15. All-encompassing Project Management
    16. A Library at Your Fingertips
    17. Conclusion: The Renaissance of Design
    18. 1. Schedules
    19. 2. Project Management
    20. 3. Client Dashboard
    21. 4. Pinboards
    22. 5. Financials View
    23. 09 April 2024
    24. 28 March 2024
    25. 22 March 2024
    26. Getting Started Dashboard
    27. Schedules
    28. Client Dashboard
    29. Web Clipper
    30. Pinboards
    31. Project Management
    32. Address Book
    33. 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.