Implementation and Onboarding Packages – Set Up Your Account with Studio Designer
Unlock the power of seamless design management with Studio Designer, the industry leader.
Set your team up for success with a package that fits your needs.
Onboarding – “Get up and running”
$450 | 4 Weeks
Ideal for self-starters and smaller teams who want a fast, guided introduction to Studio Designer and its core features.
Objective:
Establish a solid foundation in Studio Designer with essential setup, navigation, and initial configuration so you can begin using the platform confidently for daily tasks.
Key Deliverables:
4 guided 1:1 sessions covering:
- Navigation, design tools, and tax/location setup
- Core settings (employees, permissions, forms, report defaults)
- Document workflows (proposals, invoices, PO, tear sheets)
- Guided data entry for items, rooms, pricing & images
- Studio Designer overview and hands-on walkthrough
- StudioPay & Payroll call setup
Outcomes:
- You’ll be fully onboarded and ready to run proposals, POs, and invoices in Studio Designer.
- Your account is structured properly with users, permissions, and essential business data in place.
- Ready to move into deeper functionality as your needs grow.
Implementation Core – “Guided setup and training”
For new or growing firms that want hands-on support, tailored training, and guided account setup.
$950 | 4 – 6 Weeks
Objective:
Establish a solid foundation in Studio Designer with essential setup, navigation, and initial configuration so you can begin using the platform confidently for daily tasks.
Key Deliverables:
- Initial discovery call + tailored implementation plan
- 5 guided sessions covering:
- Studio Designer overview and hands-on walkthrough
- Core settings (employees, permissions, forms, report defaults)
- Document workflows (proposals, invoices, PO, tear sheets)
- Accounting: Money In/Out, GL, Reconciliation
- Time billing, rate menus, retainers, tasks
- Reporting basics and customization
- 30-minute Q&A session
- Address import
- Bank import assistance
Outcomes:
- You’ll be fully enabled to handle both front-office and back-office operations in Studio Designer.
- Your team is trained to manage billing, accounting, and reporting in-house.
- Ideal for firms with moderate complexity who want to own the full system.
Implementation Plus – “Advanced setup and customization”
For established firms that need advanced setup, customization, and deeper training to match how they already work.
$1,950 | 6–8 Weeks
Objective:
Enable full utilization of project management, billing, and accounting workflows by configuring advanced tools and guiding your team through end-to-end processes.
Key Deliverables:
- Initial discovery call + tailored implementation plan
- 8 guided sessions covering:
- Studio Designer overview and hands-on walkthrough
- Core settings (employees, permissions, forms, report defaults)
- Document workflows (proposals, invoices, PO, tear sheets)
- Accounting: Money In/Out, GL, Reconciliation, Bank Import
- Time billing, rate menus, retainers, tasks
- Deep reporting customization: favorites, dashboards, report builder
- Advanced inventory, tax location setup, sales codes, billable rates
- 1-hour Q&A session
- Address import
- Bank import assistance
- 3 custom forms
- Advanced data imports (inventory, clients, vendors, products)
Add-Ons
Accounting Conversion:
Full chart of accounts setup and migration.
Only available with Implementation Core and Plus — $2,500
Desktop Migration:
Seamless transition from Studio Designer Desktop to Cloud — $4,000
Data Imports:
Inventory, clients/vendors, products, addresses — Varies
Not seeing exactly what you’re looking for?
Custom implementation options are available.
Access to support & training is included with every Studio Designer account
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