July 2021 Updates
Quotes You can now copy quotes. There is a new field for notes when viewing the Quotes tab for a Client. Bug fix – When you set an Enquiry to “Closed – quote to be…
June 2021 Updates
Time Log Bug fix – When adding a time log, sometimes you received an error to select a stage when you already have done. Invoices Changed the word “Emailed” to “Issued” on the new date…
Extra May 2021 Updates
The following updates have been made recently: Quotes/Projects Added the “Max Length” option on the Title field so that you can’t add more text than the database will allow. On the Project stages tab, you…
May 2021 Updates
The following updates were made this month: Files When you are viewing the client details page, the Files tab now also includes files that are assigned to that Client’s Enquiries. Projects Stage date reminders now…
April 2021 Updates
We’ve made the following updates this month: FreshBooks Integration We have now been officially listed in the FreshBooks integrations section. We have updated the FreshBooks logo (at their request) in PlanMan. Invoices When adding manual…
March 2021 Updates
We’ve made the following updates this month: Projects When you add URLs (web addresses) to project stage notes and project invoice notes, the system now automatically converts those web addresses into clickable links. When you…
Architectural proposals – best practices for writing and templates
Importance of an architectural proposal A proposal is an extremely important document that affects your earnings in many ways. In the short term perspective, an architectural proposal determines if the client will award the project…
Architectural fees – structure, schedule, and pricing your work right
Clients are often wondering how much to expect to pay architects for their work. Prices for the services of architects vary greatly between locations, project types, and experience level. There are regulations that obscure this…
Sage Integration and Reporting Improvements
We have made improvements to the Sage integration and various reporting and user interface improvements. Sage Integration When you post an invoice to Sage, if the invoice has been paid, the payment is also posted…
Architectural contracts and invoicing – top mistakes to avoid
Most small business owners, freelancers, and independent consultants in all industries have one thing in common: they make mistakes early on. Architects are not an exception. Even if you are a talented architect great at…