Design Manager

Watch the October 7, 2025 Webinar on New & Coming Soon Features

New & Coming Soon Features Webinar

Watch the October 21, 2025 Webinar on Project Features

Project Features in Web Webinar

Watch the November 4, 2025 Webinar on Accounting Features

Accounting Features in Web Webinar

Watch the December 4, 2025 Webinar on a review of all new features and Q&A

Web Review and Q&A Webinar

Watch the February 2025 Webinar on New Features

New Feature Webinar

Watch this video to learn more about the project features like adding Items, creating Proposals and Purchase Orders

Introduction to Project Features Video

Watch this video to learn more about the accounting features like adding payments, creating Vendor and Client Invoices

Introduction to Accounting Features Video

Watch this video to learn how to add a sales tax percentage or code

Adding a Sales Tax Code Video

Watch the video to learn how to add an item manually without using the product clipper

Adding an Item Manually Video

Watch this video to learn how to add an Item using the product clipper

Adding an Item Using the Product Clipper Video

Watch this video to learn how to edit an item in a project

Editing an Item in a Project Video

Watch this video to learn how to create a proposal

Creating a Proposal Video

Editing a Proposal Video

Watch this video to learn how to enter a Retainer payment

Entering a Retainer Payment Video

Watch this video to learn how to enter a Client deposit payment on a Proposal

Entering a Client Deposit Payment Video

Watch this video to learn how to create a Purchase Order

Creating a Purchase Order Video

Watch this video to learn how to edit a Purchase Order

Editing a Purchase Order Video

Watch this video to learn how to create an invoice for a client

Creating a Client Invoice Video

Watch this video to learn how to enter a Payment on a Client Invoice

Entering a Client Invoice Payment Video

Watch this video to learn how to fix mistakes on a Client Invoice

Fixing Mistakes on a Client Invoice Video

Watch this video to learn how to enter a Vendor Invoice

Entering a Vendor Invoice Video

Watch this video to learn how to enter a Vendor deposit

Entering a Vendor Deposit Video

Watch this video to learn how to enter a General expense or Miscellaneous Bill

Entering an Expense or Miscellaneous Bill Video

Watch this video to learn how to reconcile your credit card

Credit Card Reconciliation Video

Watch this video to learn how to enter a refund for an Item or Items that have been paid in full on a Client Invoice

Enter a Refund on a Paid Invoice Video

Watch this video to learn how to enter a refund on a Clients retainer

Enter a Refund on a Clients Retainer Video

Watch this video to learn how to add and invoice a time entry

Time Billing Video

Watch this video to learn how to track your Vendor orders

Order Tracking Video

Watch this video to learn how to add your bank and credit card information

Adding your Bank and Credit Card Information Video

Watch this video to learn how to add a new client

Adding a Client Video

Watch this video to learn how to add a project

Adding a Project Video

Watch this video to learn how to add a vendor

Adding a Vendor Video

Watch this video to learn how to add a time entry

Adding a Time Entry Video

Watch this video to learn how to create a project budget

Create a Project Budget Video

Watch this video to learn how to create an item budget

Create an Item Budget Video

Watch this video to learn how to add a design fee to a project

Adding a Design Fee Video

Watch this video to learn how to set a vendor to inactive or active

How to Set a Vendor to Inactive or Active Video

Watch this video to learn how to close and reopen a project

How to Close and Reopen a Project Video

Watch this video to learn how to enter a journal entry

Enter a Journal Entry Video

Watch this video to learn how to move funds (money) from one document to another

How to Move Funds (Money) from One Document to Another Video

Watch this video to learn how to customize a component

How to Customize a Component Video

Bobbie Combs

Just videos for how to do things in Design Manager 

Video Tutorials & Recorded Webinars

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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