New to Studio Designer? Let us handle the initial setup of your account, ensuring it's customized to fit your specific needs and preferences and that you understand the basics of utilizing it to manage your projects and firm.

(1) 2 hour virtual call

Setup of back - end settings and account automations based on requested firm policies & preferences

New client/project Setup

Designer Workflow Method

Custom Reports

Q&A Session

Have items that need to be cleaned up in the system? Questions on how to clear pesky items off reports? Need help issuing a credit or Closing out projects? Ensure your Studio Designer account is accurate and up to date. Schedule your account audit & clean up today.

(1) 2.5 hour call with a Studio Designer expert to review and clean up your Studio Account.

Done For You Clean Up

Question & Answer Session

(2) 2 Hour one on one recorded trainings on Studio defaults, client & project setup, money In & out process, designer workflow and process within Studio platform, special features.

Setup of back - end settings and account automations based on requested firm policies & preferences

Setup of 5 custom essential project management reports

Question & Answer Session

(2) 15 min refresher sessions (as needed)