Quickstart

🚀 Getting Started with Blueprint Studio

Welcome to Blueprint Studio, your all-in-one platform for managing interior design projects, clients, proposals, and financials. This guide will walk you through the essential setup steps to get your firm up and running quickly.

💡 You can always return to this page from the sidebar under “Getting Started.”

🧩 Step 1: Set Up Your Company Profile

Before you begin managing projects, set up your company information so it appears correctly on proposals, invoices, and other documents.

Go to Settings → Company.
Enter your company name, address, and contact information.
Upload your company logo.
Configure your default tax code, currency, and date format.
Click Save.

Your company information is automatically used across all outgoing documents for a consistent, professional look.

🏗️ Step 2: Create Your First Project

Projects are the central hub for all client activity — from proposals and budgets to invoices and files.

Go to Projects → New Project.
Enter a Project Name and select a Client (or create a new one).
Set your default tax code, project address, and team members.
Click Save to create the project.

You’ll now see your project dashboard, showing summary tiles for Proposals, Invoices, Files, and Tasks.

You can create as many projects as you like — each one is fully self-contained.

👥 Step 3: Invite Your Team and Clients

Invite team members to collaborate in Blueprint Studio and assign appropriate roles.

To invite a new user:

Go to Settings → Users.
Click Invite User.
Enter their name and email address.
Assign a Role (Admin, Designer, Bookkeeper, or Client).
Click Send Invitation.

Each user receives an email invitation with a secure link to set their password and log in.

Clients can only see documents shared with them. Designers and Admins have full access to projects and financials.

🧭 Assigning Users to Projects

After inviting users, assign them to projects so they can access and collaborate on them.

To assign a user to one or more projects:

Go to Settings → Users.
Select the user from the list.
In the user details view, locate the Assigned Projects section.
Click Add Project, then select one or more projects.
Click Save.

Once assigned, the user will automatically see those projects on their dashboard and gain access according to their role permissions.

Tip: Assign projects right after inviting users to ensure they can access their work immediately when they first log in.

🪄 Step 4: Add Your First Items

Items represent products or services you plan to sell or specify in your project.

Open your project and click Items.
Click New Item.
Enter item details such as Name, Vendor, Cost, Price, and Tax Code.
Add an image and category (if applicable).
Click Save.

You can also use the Blueprint Studio Web Clipper to add products directly from vendor websites — no manual entry required!

💼 Step 5: Create and Send a Proposal

Once your items are ready, bundle them into a Proposal to share with your client.

Go to the Proposals tab in your project.
Click New Proposal.
Add items to the proposal from your project list.
Customize notes, terms, and layout settings.
Click Send to Client to email the proposal for approval.

Clients receive a secure link to review and approve the proposal directly from their Client Dashboard.

You can track approval status and comments in real time.

💰 Step 6: Invoice and Collect Payment

After a proposal is approved, you can generate an invoice with a single click.

From the approved proposal, click Create Invoice.
Review the invoice details and due date.
Click Send Invoice to email it to the client.
Clients can pay directly online using Online Payments.

Once payment is received, the invoice automatically updates to Paid, and the transaction appears in your Ledger.

📦 Step 7: Manage Purchase Orders and Vendor Payments

When you’re ready to order items from vendors:

Go to the Purchase Orders tab in your project.
Click New Purchase Order.
Add items, confirm costs, and assign the vendor.
Send the PO or download it as a PDF.
Record payments when vendors are paid.

Purchase Orders can sync directly to QuickBooks if integration is enabled.

🧾 Step 8: Track Financials and Reports

Blueprint Studio automatically tracks all financial activity across projects.

You can view:

Budgets for each project
Invoices and Payments by status
Sales Tax Liability reports
Ledger activity for a full audit trail

Use the Reports section to generate summaries for accountants or management reviews.

🔄 Step 9: Connect Integrations (Optional)

Enhance your workflow by connecting external services:

QuickBooks Online: Sync invoices, payments, and vendor transactions.
Harvest: Import time entries and create time-based invoices.
Web Clipper: Capture products from any website directly into Blueprint Studio.

See the Integrations section for setup guides.

🎓 Step 10: Learn and Explore

You’re ready to start working in Blueprint Studio! Explore key areas to learn more:

Projects Overview
Proposals & Approvals
Invoices & Payments
Sales Tax Management
Client Dashboard

🧭 Summary

Step

What You’ll Do

Set up your company info

Invite users and assign them to projects

Create your first project

Add items and products

Build and send proposals

Invoice and collect payments

Manage vendors and purchase orders

Track financial reports

Connect integrations

Explore advanced features

Welcome to Blueprint Studio — where your projects, clients, and finances all come together seamlessly! ✨

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Last updated 1 month ago