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What is Mydoma NEXT and how does it work?
What is Mydoma NEXT and how does it work?

Get started in Mydoma by understanding the basics of the platform.

Rebecca Stiletto avatar
Written by Rebecca Stiletto
Updated over 7 months ago

Mydoma was created to help you execute your design projects in a more organized and automated way.

After you get comfortable with the platform's features and capabilities you'll find you spend less time managing and more time designing. Isn't that the dream!

Pro Tip: Make sure you have logged into your studio in a Chrome, Microsoft Edge, or Firefox browser. Or use our Mydoma Studio Mobile App!

Getting started with your studio

Upon logging into your studio, you'll enter your Mydoma dashboard where you can access recent projects and see the latest comments from your clients.

Projects

Projects are the backbone of the Mydoma platform. You'll have a project in Mydoma for each design project you're working on for your business.

Projects contain a full suite of time-saving tools to help you perfect your process.

Learn more about projects here

Understanding products and services

You can add products like furniture, fixtures, building material, etc. to the product catalogue section of your studio. Mydoma's product clipper makes product sourcing easier than ever by automatically pulling products from the web.

You can easily add services that you provide or have a third party provide, such as installation, inspections, etc

Products and services can then be added to proposals, invoices and orders automatically to save you time. We're confident that you'll be amazed at the ease of creating, sharing and managing these documents with your clients, vendors and team. Streamline your process today and see how much easier life can be!

Here are some resources that can help you get started.

Adding products to your catalog here

Including services to your catalog here.

Incorporating products and services to your projects here.

Working with clients in Mydoma

Working with Mydoma provides a great opportunity to collaborate with your clients on their project needs. Once a client joins you on Mydoma you can decide what elements of their project they can see. You have the ability to hide or display certain features.

You'll love the time-saving convenience of the client portal - where you'll be able to effortlessly manage contracts, product approvals, design boards, questionnaires, transmitted files and scheduled meetings and so much more! You're even able to chat directly with clients through the portal. Gone are the days of communicating through various channels, losing track of attachments, and chasing clients for approvals. The entire client relationship can be managed through Mydoma!

Learn more about inviting clients to your studio here.

Working with your team in Mydoma

Did you know that you can add your team to your studio so they can work alongside you? You may assign specific roles and permissions for team members and contractors to ensure that you are all on the same page about projects. You can even use Mydoma to chat internally with just your team about project specifics.

Learn more about working with your team in Mydoma here.

Start earning recurring revenue and drive business with Mydoma

Once you are comfortable using Mydoma for your projects, you can start earning recurring revenue and generating leads directly from your business' website. By creating design packages and embedding them on your website, you can make it incredibly easy for prospective clients to start working with you. From there, Mydoma's workflow will automate onboarding and make it exceptionally easy to start generating added revenue for your business!

Learn more about packages here.

Getting Started

You're going to love the newfound freedom that Mydoma gives you! Access all of your projects on the go and ensure visibility with your clients, team and contractors. So, get started on the platform by creating your first project and exploring the features within. If you need extra support, we are always available by clicking the question mark to open up a chat.

Welcome to Mydoma! We are delighted to have you join us!

If you need any additional support, you can click the question mark in the upper right-hand corner of your account to chat with a member of our team.

Happy designing!

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