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

          • Client Deposits

            • Client Portal

              • Damaged Goods

                • DesignSmart Companion

                  • Executive Dashboard

                    • Expediting (Order Tracking)

                      • Finishes

                        • Freight

                          • Images

                            • Invoices

                              • Items

                                • Optional Modules

                                  • Overture

                                    • PaySmart

                                      • Personal Preferences

                                        • Pick Lists

                                          • Products

                                            • Projects

                                              • Proposals

                                                • Purchase Orders

                                                  • Reports

                                                    • Specifications

                                                      • System Settings

                                                        • Tasks

                                                          • Technical Support

                                                            • Templates

                                                              • Training

                                                                • Timesheets

                                                                  • Troubleshooting

                                                                    • Vendor Deposits

                                                                      • Home
                                                                      • keyboard_arrow_right Getting Started

                                                                      Onboarding Conference Call

                                                                      Schedule the Onboarding Conference Call

                                                                      The first step in implementing the DesignSmart project management system is to schedule the Onboarding Conference Call.

                                                                       You can schedule the onboarding conference call by clicking here.

                                                                       

                                                                      What is Covered During the Call?

                                                                      During this call you will be introduced to your project manager and we'll cover the entire onboarding process.

                                                                      We will also cover a series of questions that you won't have to answer during the call, but by covering them you'll know the kind of information we'll need at some point during the onboarding process.

                                                                      The call normally lasts about 1 hour.


                                                                      Who Should Participate in the Call?

                                                                      All staff are welcome to participate in the call or you may want to limit it to just those staff persons who will be responsible for getting the system online.

                                                                      Was this article helpful?

                                                                      sentiment_satisfied

                                                                      Yes

                                                                      sentiment_dissatisfied

                                                                      No

                                                                      © 2025 DesignSmart All rights reserved.

                                                                      Knowledge Base Software powered by Helpjuice

                                                                      Expand