Practice management software for architects & town planners
Keep track of your practice.
PlanMan keeps client details, quotes, project files and invoices together, from the first enquiry to the final payment.
30 days free. No credit card needed.
Keep using the accounts
software you know.
DAY-TO-DAY ADMIN
From the first enquiry
to the final invoice.
Keep the details as a job moves forward, so you don’t have to enter them again at every step.
01 / CLIENTSStart with
Put a price
Know where
Keep an eye
Start with
the right details.
Keep contact details, enquiries and conversations with the client they belong to.
Client management 02 / QUOTESPut a price
on the work.
Prepare quotes, set out project stages and keep track of what’s been accepted.
Quotes and fees 03 / PROJECTSKnow where
each job stands.
See tasks, deadlines, documents and time records alongside the project.
Project management 04 / INVOICESKeep an eye
on what’s owed.
Raise invoices, record payments and see which clients still need to pay.
InvoicingA CLOSER LOOK
Find what you need.
Get on with the job.
PROJECT MANAGEMENT
The whole job,
in one record.
Check stages, tasks, documents, invoices and conversations without switching between separate systems.
See project management
DOCUMENT MANAGEMENT
Keep project files
with the project.
Store files against clients and projects, organise them by type and choose which documents clients can see.
See document management
CLIENT MANAGEMENT
Pick up where
you left off.
Find a client’s contact details alongside their projects, quotes, documents and invoices.
See client management
CLIENT PORTAL
Keep clients
up to date.
Give clients their own login to view quotes, projects, shared files and invoices, wherever they are.
See client access
Use PlanMan in your browser, or take it with you on the mobile app .
FOR ARCHITECTS AND TOWN PLANNERS
Drawing up plans?
We’ll help with the admin.
Whether you’re working on your own or managing a team, keep the business side of each project organised.
FROM A PLANMAN CUSTOMER
PlanMan can be accessed via any web-enabled device with a simple log-in – so for staff this means no longer having to rely on work machines and installed software.
Graham Simpkin Planning
Read their storySYSTEM UPDATES
Latest updates
from PlanMan.
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