my category
Playlist (1)
my_new video
Billing, Payments & Packages
Creating Approvable Quotes
Copy link to clipboard
Playlist (16)
Creating Approvable Quotes
Creating and Submitting Invoices
Creating Purchase Orders
Issuing and Using Retainers
Issuing Invoice Refunds
Collecting Payments from Clients
Collecting Deposits
Recording Invoice Payments
Setting Up Packages and Payments
Pricing Your e-Design Packages
Generating POs from Invoices
Push Stripe Processing Fee to Client
Using the QuickBooks Integration
Reviewing Your Finances
Paying on Behalf of Clients
Creating Custom Financial Reports
Design Editor
Creating Professional Moodboards
Copy link to clipboard
Playlist (15)
Creating Professional Moodboards
Mastering Perspective in Roomboards
Removing Backgrounds from Images
Uploading Images of Your Client's Space
Creating Realistic Roomboards
Adding Existing Floorplans to Presentations
Creating Floorplans and 3D Designs
Aligning Items with Guidelines
Using the Crop Tool
Using the Text Tool
Grouping Items in Designs
Adding Lines & Arrows to Floor Plans
Creating Branded Templates
Moving the Design Canvas
Using Additional Images
Product Sourcing
Using the Add to DesignFiles Clipper
Copy link to clipboard
Playlist (6)
Using the Add to DesignFiles Clipper
Managing Your Product Library
Tagging and Categorizing Products
Adding Mark-ups to Products
Showing % OFF RETAIL Discounts
Bulk Removal and Archiving of Products
Project Management
Setting Up Your Project Questionnaires
Copy link to clipboard
Playlist (23)
Setting Up Your Project Questionnaires
Tracking Time and Adding Hours to Invoices
Taking Notes and Adding To-Dos
Using Your Design Questionnaire
Controlling Which Designs Client's See
Using DesignFiles on Mobile Devices
Managing the Product Details Client's See
Previewing a Project as Client
Chatting with your Client
Allowing Clients to Approve and Decline Items
Creating Client PDF Presentations
Chatting Prior to Project Kick-start
Managing Your Clients
Reviewing Project Activity
Tracking Projects and Products
Presenting to Clients (with Zoom/etc)
Archiving and Restoring Projects
Submitting Contracts for Signature
Project Workflow Mode
Import/Export Client & Vendor Lists
Manage What Client's See Defaults
Creating Tear Sheets
Creating Multiple Questionnaires
Promotion and Growth
Creating a High Converting E-design Page
Copy link to clipboard
Playlist (4)
Creating a High Converting E-design Page
Bulk Invite and Email Clients
Reach New Clients With Your Own Custom Widget
Embeddable Shop-the-Look Designs
Account Management
Customize DesignFiles with your colors
Copy link to clipboard
Playlist (2)
Customize DesignFiles with your colors
This is test !@"`?:$+ title @@ $$
NEW
Introduction to DesignFiles
Full 30 Min. DesignFiles Demo1
Copy link to clipboard
Playlist (1)
Full 30 Min. DesignFiles Demo1
3D Floor Planner
introductory video
Copy link to clipboard
Playlist (1)
introductory video
NEW
Copy link to clipboard
Feeling stuck?
Try a Learning Session!
- Live 1-on-1 expert guidance
- Get your questions answered