June 2021 updates
System Updates

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
System Updates

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
System Updates

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
System Updates

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
System Updates

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
Project Management

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
Accounting

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
System Updates

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
Accounting

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…

Top project delivery methods for architects and city planners
Project Management

Top project delivery methods for architects and city planners

There are several ways in which construction projects delivery is organised. Depending on the method you choose there will be different milestones, stakeholders, people responsible and communication patterns. As an architect or a city planner…