Free Training 

You can learn the DesignSmart system in one week by attending the sessions listed in the calendar below. While we recommend trying to take all of the classes in one week, you can train at your own pace.

Staff only need to participate in the training sessions that cover features that they will use. There is more information about each training session below the calendar.

To register for a training, simply click on the session you wish to take, then click the register button. 

 Please note that all times shown are Central.

Paid Training

If you would like personalized training so that the training session is limited to your firm, or if you need to schedule training at times other than those listed below, then please contact us. There is a $50.00 per hour fee for special training.

Products and Time Tracking

Learn more about how to use products to maximize efficiencies and create time sheets.  45 min session.

Event Properties

Event Date 12-22-2017 1:00 pm
Location Online

Training

Training is provided for all staff based on the calendar below. You only need to participate in the training sessions that cover features that your firm will use. 

System Preferences 30 Min Only the "System Administrator" will need to attend this session. It covers how to set up the system "defaults".
Address Book and Templates 30 Min Learn how to add contacts to the address book and set up templates.
Projects 30 Min Learn how to set up projects
Items and Reports 90 Min This is the key session where you will learn how to enter items and run rerpots
Purchase Orders and Expediting 30 Min Learn how to flag items to order, create purchase orders and track, or expedite, orders.
Proposals, Client Deposits and Invoices

60 Min

Learn the flow of money from proposals, to deposits to applying deposits on invoices.
Products and Time Tracking 45 Min Learn how to work with products as well as enter time sheets and create service invoices.
Gantt Charts and PresentSmart 30 Min Learn how to Gantt charts and PresentSmart can help grow your firm
SmartHospitality   Learn how to use the optional Smart Hospitality module. Training is provided on an appointment basis, so please contact us to schedule.
QuickBooks Connector   Learn how QuickBooks and DesignSmart communicate via the QuickBooks Connector. Training is provided on an appointment basis, so please contact us to schedule.