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Get Started with Mydoma

Welcome to Mydoma Studio! Get started by setting up and customizing your Studio to better fit you and your business.

4 authors30 articles
Training & Resources

Looking for some extra help? Check out our live training & demos

3 authors53 articles
Calendar

Easily see appointments, tasks, shipment ETAs, and calendar events

2 authors16 articles
Visualizer

Tutorials for accessing and using your Visualizer

2 authors42 articles
Clients

Learn how clients experience Mydoma Studio.

2 authors10 articles
Team Management

Create roles such as Contractors, Designers, 3D Renderers, Virtual Assistants, and more then invite them to login to your Studio.

2 authors8 articles
Vendors

Learn how to add vendors, add products from your catalog and set your default markup and discount

2 authors6 articles
Packages

Sell packages in your studio or on your own website.

2 authors3 articles
Projects

Think of Projects in Mydoma Studio as "binders". High level organization and actions are done at the project level. Projects are then further broken down into spaces. Everything you need to know about creating and managing projects in Mydoma Studio.

2 authors12 articles
Contracts

Create or upload a contract or letter of agreement for your client to electronically sign off. You can also create a contract template.

2 authors9 articles
Questionnaires

Embed your questionnaire into a project or package and save it as a template to use again in the future.

1 author8 articles
Appointments

Add appointment links to your Studio Projects and Packages

2 authors7 articles
Files & Media

Add project documents, files, images, and embeds to your project and allow your client to do so too!

1 author11 articles
Product Clipper

Using the Mydoma Studio product clipper is one of the easiest ways to save products from your favorite websites to your product catalog.

1 author6 articles
Product Catalog

Your library for products you like the most and love to offer to your clients.

3 authors13 articles
Services

How to add, manage and edit services.

2 authors8 articles
Products & Services

Add products, services, and custom product combinations to help manage project quantities, markups, and discounts.

3 authors15 articles
Views

Think of projects in Mydoma Studio as design binders. The binders are broken down into sections called Views/Spaces. Views are used to manage and organize specific details on a project.

1 author11 articles
Design Boards

Create beautiful design boards in seconds. Upload images, add text, and more!

1 author21 articles
Orders

Create Purchase Orders, Work Orders, and Estimate Requests to send off to your Vendors.

1 author11 articles
Proposals

Create proposals for clients to view and approve.

1 author9 articles
Invoices & Getting Paid

Learn how to create and edit Invoices as well as send them off to your clients for payment.

1 author17 articles
Reports

Reporting on all Orders, Invoices, Purchased Packages, and Payments

1 author5 articles
Task Management

Learn how to use Task Management

1 author10 articles
Timer and Time Tracking

You can now track time and bill your clients directly for these time entries!!

2 authors7 articles
Notes

Create post-it or checklist notes within your Studio. Keep them just for the team or share with clients!

1 author5 articles
QuickBooks Integration

Learn everything you need to know about successfully using Mydoma and QuickBooks

2 authors8 articles
Studio Updates

A collection of studio update details, including new features and integrations.

4 authors157 articles
Legal
2 authors2 articles
Project Processes Playbook

Applying the Mydoma Method to Any Project Type

1 author6 articles
StudioPay

Learn more about Mydoma StudioPay!

1 author4 articles