Knowledge Base

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Welcome to the Mydoma knowledge base.

This hub provides step-by-step guidance across all core areas—projects, accounting, time and billing, reports and forms, settings and payments so you can streamline workflows, manage both creative and financial tasks with greater confidence, and get the most out of Mydoma. For more topics, questions and answers, click here.

Projects

Accounting

Time Billing

Reports & Forms

Settings

Payments

Popular & Trending Articles

Client Management: Client and Lead Types, Tags, Segments, and Archiving

Track and organize your contacts to make it easier to effectively manage your pipeline.

Add and Edit a Custom Product in a Project

Create Custom Grouped Products to add all the elements of Custom Products under one custom piece.

From Product Clipper to Proposal, RFQ, Invoice, and PO

The process of adding products to a project and creating estimate requests, invoices for clients, and purchase orders.

Designer Pricing Sheet: See a detailed breakdown of your cost and profit

See your profit breakdown without making it visible to your client. The pricing sheet can be broken down by category, vendor, room, and more!

How to add a client or team member to a View

Learn how to add a client or team member to a View so they can see any items you wish to share with them.

Card View, Table View, and Compact View

When creating Views you can display the information as a card, table, or compact. Choose which best fits what you need!