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Getting Started Guide

Are you a new user to Design Manager? Learn about the resources available to you as you get started using Design Manager

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 10 months ago

Getting Started Webinar

Attend our live, 1 hour, getting started webinar for new users, register here.
This webinar will cover setting up your company in Design Manager, creating a Client and Project, adding Items to a Project and creating a Proposal. You can also watch a video here on setting up your company in Design Manager and you can watch the tour below to see what is covered in the webinar.

Getting Started Tour

Watch this quick video to get a tour of Design Manager

Introduction to Project Features

Watch this video to learn about the Project features in Design Manager and see a design process from adding Items to creating a Proposal and Purchase Order.

Introduction to Accounting Features

Watch this video to learn more about the accounting features in Design Manager and see the accounting process from receiving payments to creating Vendor and Client Invoices.

Project & Accounting Features Webinars

Attend our live, 1 hour, project features webinar, register here. This webinar will take a closer look at Clients, Projects and Proposals along with Purchase Orders and recording a payment from a Client.

Attend our live, 1 hour, accounting features webinar, register here. This webinar will review entering payments, Client Invoices and bills.

One one One Training Sessions

Each session is 1 hour and your first session is free. After your first session, you can schedule the other sessions listed below at $120 or you can purchase all three training sessions (project management, accounting and additional features) for $295.

1. Getting Started Training Session, register here
During this session, I will help you get Design Manager setup with your preferences and business model. We will also take a quick look at the Project features in Design Manager as well.

2. Project Management Training Session, register here
This session will take a closer look at Clients, Projects and Proposals along with Purchase Orders and recording a payment from a Client.

3. Accounting Training Session, register here
This session will review entering payments, Client Invoices and bills.

4. Advanced Features Training Session, register here
For this session you can request specific features to review from previous sessions or we can look at these other features: Project order tracking and entering Client returns and credits.

Help Center

Visit our help center here to see guides and videos on all things Design Manager

Support

Need to ask a question on how to do something or not sure if you did something correctly you can reach out to our support team at support@designmanager.com and ask for help.

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