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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. Studio WIP
  2. What else is new?
  3. What’s coming in February?
  4. Interior Design Software For Professional Interior Designers
    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
  5. Streamlining the A&D industry – it’s about time.
  6. Recognized for Excellence in Design Software.
    1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    2. User-friendly Interface and Tools for Seamless Project Management
    3. 30 August 2024
    4. 27 August 2024
    5. 22 August 2024
    6. 21 August 2024
    7. 20 August 2024
    8. 19 August 2024
    9. 16 August 2024
    10. 15 August 2024
      1. 1. Definitions
      2. 2. Details of Processing
      3. 3. European Union and United Kingdom
      4. 4. US Users / Consumers
      5. 5. General
      6. Appendix 1: Details of Processing
    11. What is a Spec Sheet?
    12. The Power of Programa
    13. Flexible Design Features
    14. Ease of Use
    15. Cost Savings
    16. Increased Productivity
    17. 09 April 2024
    18. 28 March 2024
    19. 22 March 2024
    20. The Issue
    21. The Result
    22. The Solution
    23. Latest Updates
    24. 26 June 2024
    25. 19 June 2024
    26. 18 June 2024
    27. 17 June 2024
    28. Challenges Faced by Designers in Procurement
    29. How designers can use Procurement Hub
    30. Built by and for designers
    31. 14 August 2024
    32. 12 August 2024
    33. 13 August 2024
    34. 07 August 2024
    35. 08 August 2024
    36. 09 August 2024
    37. 05 August 2024
    38. 01 August 2024
    39. Interior Design & Architecture Software For Professional Interior Designers & Architects
    40. What is FF&E in Interior Design?
    41. Why is FF&E Management Crucial?
    42. How Programa is Changing the FF&E Interior Design Software Game
    43. Why Programa Stands Out from Other FF&E Interior Design Software
    44. The Future of Interior Design with Programa
    45. How Tyler Aspen Edmonds Did It
    46. The Programa Advantage
    47. The Trade Portal Advantage
    48. 29 April 2024
    49. 24 April 2024
    50. 22 April 2024
  7. 16 April 2024
  8. 15 April 2024
  9. Other updates
    1. With Programa’s Purchase Orders, you can:
      1. <br />What’s New at Programa?
      2. <br />Looking Ahead: Upcoming Features
      3. <br />Pricing Update: Supporting Continuous Improvement
      4. <br />Thank You for Being Part of the Programa Community
    2. 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
      8. The Future of Sales & Marketing for A&D
      9. Goodbye Guesswork - Real growth for A&D brands
      10. WOODCUT and AKI Design: A Success Story
      11. Register your brand, join the future of the A&D Industry
    3. Schedules Update:
    4. Client Dashboard & Brag Stats
    5. Pinboards Update
    6. Web Clipper Update
    7. On the Horizon
    8. Tasks: The Building Blocks of Effortless Studio Management
    9. Phases: Your Project's Roadmap to Success
    10. The Magic of Combining Tasks and Phases
    11. Getting Started is a Breeze
    12. Addressing the Need for Flexible Project Management in a Global Context
    13. Getting Started Dashboard
    14. Schedules
    15. Client Dashboard
    16. Web Clipper
    17. Pinboards
    18. Project Management
    19. Address Book
    20. Invoicing
Reading: What Best Practice Looks Like with Programa, Demo on Demand
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