Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Home

  • Getting Started

    • Logging Into DesignSmart

      • Address Book

        • AI Tools

          • Budgets

            • Client Deposits

              • Client Invoice Payments

                • Client Portal

                  • Damaged Goods

                    • DesignSmart Companion

                      • Email

                        • Expediting (Order Tracking)

                          • Finishes

                            • Freight

                              • Images

                                • Inventory

                                  • Invoices

                                    • Items

                                      • Mobile App

                                        • Optional Modules

                                          • Overture

                                            • PaySmart

                                              • Personal Settings

                                                • Pick Lists

                                                  • Products

                                                    • Projects

                                                      • Proposals

                                                        • Purchase Orders

                                                          • Reports

                                                            • Sales Tax

                                                              • Specifications

                                                                • System Settings

                                                                  • Tasks

                                                                    • Technical Support

                                                                      • Templates

                                                                        • Timesheets

                                                                          • Training

                                                                            • Troubleshooting

                                                                              • Vendor Payments

                                                                                • Home
                                                                                • keyboard_arrow_right Training
                                                                                • keyboard_arrow_right Training Videos

                                                                                Training Videos

                                                                                The training videos below were developed for persons who would like to learn DesignSmart on their own.

                                                                                Click on the video links below in the right column.

                                                                                Training Session Areas Covered

                                                                                Sequenced Training #1

                                                                                The User Guide

                                                                                 Understand how to access the User Guide and use the search feature

                                                                                Jump to video page

                                                                                Sequenced Training #1

                                                                                System Preferences

                                                                                 Understand the default settings in System Preferences

                                                                                Jump to video page

                                                                                Sequenced Training #1

                                                                                Item and Specification Templates

                                                                                This videos covers how item and specification templates work.

                                                                                Jump to video page

                                                                                Sequenced Training #2

                                                                                Address Book

                                                                                This video covers how to set up new projects.

                                                                                Jump to video page

                                                                                Sequenced Training #2

                                                                                Projects

                                                                                This video covers how to set up new projects.

                                                                                Jump to video page

                                                                                Sequenced Training #3

                                                                                Item Detail Overview

                                                                                This video provides an overview of the Item Detail View.

                                                                                Jump to video page

                                                                                Sequenced Training #3

                                                                                Item List views

                                                                                This video covers the different list view options and how to set your personal default list view.

                                                                                Jump to video page

                                                                                Sequenced Training #3

                                                                                Working with Images

                                                                                You can do a lot with images in DesignSmart and this video will show you how to take full advantage of them.

                                                                                Jump to video page

                                                                                Sequenced Training #3

                                                                                Item Detail View - Left Panel

                                                                                This video will primarily focus on the left panel of the Item Detail View

                                                                                Jump to video page

                                                                                Sequenced Training #3

                                                                                Products

                                                                                This video will cover how your firm can take advantage of Products and the Products Library in DesignSmart.

                                                                                Jump to video page

                                                                                Sequenced Training #3

                                                                                Pricing

                                                                                This video will cover how pricing works in DesignSmart

                                                                                Jump to video page

                                                                                Sequenced Training #3

                                                                                How Reports Work

                                                                                Creating reports in DesignSmart is easy as long as you understand two simple rules.

                                                                                Jump to video page

                                                                                DesignSmart Companion

                                                                                This video will cover how to use the DesignSmart Companion. The Companion makes it easy to grab information from a vendors website and push it into DesignSmart.

                                                                                Jump to video page

                                                                                DesignSmart Overture

                                                                                DesignSmarts new Overture module makes it quick and easy to create client presentations that reflect the designers vision. In This two part video series you will learn how easy it is to create your own Overture Presentations.

                                                                                Jump to video page

                                                                                Expediting

                                                                                This video will cover the Expediting or Order Tracking features in DesignSmart

                                                                                Jump to video page

                                                                                Purchase Orders

                                                                                This video will cover Purchase Orders

                                                                                Jump to video page

                                                                                Specifications

                                                                                This video will cover how to create Specifications in DesignSmart

                                                                                Jump to video page

                                                                                Address Book

                                                                                This video will cover the Address Book

                                                                                Jump to video page

                                                                                Tasks

                                                                                This video will cover how you can use the DesignSmart Tasks Module

                                                                                Jump to video page

                                                                                Markups Explained

                                                                                In this video we will discuss the three different ways that markups can be configured in DesignSmart.

                                                                                Jump to video page

                                                                                Was this article helpful?

                                                                                sentiment_satisfied

                                                                                Yes

                                                                                sentiment_dissatisfied

                                                                                No

                                                                                © 2025 DesignSmart All rights reserved.

                                                                                Knowledge Base Software powered by Helpjuice

                                                                                Expand