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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. Instant Sharing, Seamless Collaboration
  2. Customisation at its Best
  3. Interior Design Software For Professional Interior Designers
  4. Why Time Tracking is Essential for Interior Designers
  5. How to Use Programa for Effective Time Tracking
  6. Tips for Maximizing Your Time Tracking Efforts
  7. The Issue
  8. The Result
  9. The Solution
  10. Get Started Today
  11. Addressing the Need for Flexible Project Management in a Global Context
  12. The Issue - Complex Tax Handling<br />
  13. The Solution - Streamlined Tax Tool
  14. The Result - Enhanced Clarity and Compliance<br />
  15. 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
    6. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    7. Pinboards: Visual Inspiration and Design Curation
    8. Canva Sharing: Collaborative and Seamless Presentation Integration
    9. Invoices: Simplified Financial Management and Transparency
    10. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
      3. Take Full Control of Client Access with Ease
      4. View and Manage Access
      5. Client Overview & Quick Access Controls
      6. File-Specific Filtering
      7. Getting Started with Shared Invoices
      8. Real-World Applications for Designers and Architects
      9. Key Benefits of the Shared Invoices Update
      10. What is the ‘Hidden’ Status?
      11. Use Case: Building a Custom Product
      12. Simplifying Financials with Hidden Status
      13. Reusing and Grouping Components
      14. Why Winning Work Matters for Interior Designers
      15. The Benefits of CRM Software for Interior Designers
      16. Using Project Management Tools as a CRM
      17. Outcome
      18. How It Works
      19. Viewing Your Schedule
      20. Approving Products
      21. The Benefits of the Client Dashboard
      22. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
      23. User-friendly Interface and Tools for Seamless Project Management
    11. Key Benefits:
      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
    12. Task Management: Keeping Every Detail in Check
    13. Phases: Breaking Down Your Projects
    14. Combining Studio & Task Management for Optimal Workflow
    15. Getting Started: Setting Up Your Tasks & Phases
    16. Bringing it all together.
      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
    17. Board View:
    18. List View:
    19. Timeline View:
    20. Seamless Integration for Holistic Project Management
    21. Goodbye Fragmented Financial Management
    22. Build Connected and Efficient Processes<br />
    23. Meet The Programa x QuickBooks Integration<br />
    24. Partnership
    25. It Makes Sense
    26. Key Benefits of the Programa and IDS Partnership
    27. About Programa
    28. About the Interior Design Society
    29. The Complexities of Residential Interior Design
    30. Client Connectivity: Crafting Relationships and Spaces
    31. Project Prowess: Managing the Symphony of Tasks
  16. 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. 17 October 2024
    5. 15 October 2024
    6. 11 October 2024
    7. 10 October 2024
    8. 07 October 2024
    9. 03 October 2024
    10. 02 October 2024
    11. 30 September 2024
    12. 25 September 2024
    13. 20 September 2024
    14. 19 September 2024
    15. 17 September 2024
    16. 13 September 2024
    17. 11 September 2024
    18. 06 September 2024
    19. 05 September 2024
    20. 02 September 2024
    21. 30 August 2024
    22. 27 August 2024
    23. 22 August 2024
    24. 21 August 2024
    25. 20 August 2024
    26. 19 August 2024
    27. 16 August 2024
    28. 15 August 2024
    29. 14 August 2024
    30. 12 August 2024
    31. 13 August 2024
    32. 07 August 2024
    33. 08 August 2024
    34. 09 August 2024
    35. 05 August 2024
    36. 01 August 2024
    37. 31 July 2024
    38. 30 July 2024
    39. 29 July 2024
    40. 26 July 2024
    41. 23 July 2024
    42. 18 July 2024
    43. 12 July 2024
    44. 09 July 2024
    45. 05 July 2024
    46. 04 July 2024
    47. 02 July 2024
    48. 01 July 2024
    49. 26 June 2024
    50. 19 June 2024
    51. 18 June 2024
    52. 17 June 2024
    53. 13 June 2024
    54. 07 June 2024
    55. 06 June 2024
    56. 04 June 2024
    57. 30 May 2024
    58. 27 May 2024
    59. 24 May 2024
    60. 23 May 2024
    61. 16 May 2024
    62. 14 May 2024
    63. 09 May 2024
    64. 03 May 2024
    65. 02 May 2024
    66. 29 April 2024
    67. 24 April 2024
    68. 22 April 2024
  17. April 16 2024
  18. 15 April 2024
  19. Other updates
  20. 11 April 2024
  21. <strong>09 April 2024</strong>
    1. Highlight
    2. Other fixes
    3. Latest Updates
    4. Interior Design & Architecture Software For Professional Interior Designers & Architects
    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
Reading: What Best Practice Looks Like with Programa, Demo on Demand
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