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Tutorials

How to add your own company logo
Tutorials

How to add your own company logo

5 May 20225 May 2022

Video Transcript Hello and welcome to PlanMan. In this short tutorial, I will be showing you how you can customise the portal with your own company logo. Your company logo will replace the main PlanMan…

Read More How to add your own company logoContinue

How to add clients
Tutorials

How to add clients

29 March 202229 April 2022

Video Transcript Welcome to PlanMan. In this tutorial I will be showing you how to manage your clients. To add a client manually, either click the add client shortcut, or go to clients, active clients,…

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Project Live Chat
Tutorials

Project Live Chat

28 March 202229 April 2022

Video Transcript Welcome to PlanMan. In this video I will be showing you the project live chat features. Each project automatically gets a live chat room, and any user can post messages to it. To…

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Organise your projects with project workflows
Tutorials

Organise your projects with project workflows

25 March 202229 April 2022

Video Transcript Welcome to PlanMan. In this video I will be telling you all about workflows. What they are, and how they can help you stay organised with your projects. Your workflow, is essentially any…

Read More Organise your projects with project workflowsContinue

An introduction to call logs
Tutorials

An introduction to call logs

25 March 202229 April 2022

Video Transcript Welcome to PlanMan. In this video, we will be going over call logs. What they are, and how to record them. Call logs are used whenever someone contacts your company, and wants someone…

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Assigning tasks to your staff
Tutorials

Assigning tasks to your staff

19 January 202129 April 2022

In PlanMan, everything revolves round projects. Projects have stages and stages can have dates (but don’t have to). What does all that mean? Think of a project as a list of things that needs to…

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How to setup Stripe for card payments
Tutorials

How to setup Stripe for card payments

18 January 202129 April 2022

Hello and welcome to PlanMan. In this video, I will be walking you through setting up Stripe, so your clients can pay their invoices via credit or debit card. We start by going to setup,…

Read More How to setup Stripe for card paymentsContinue

How to add clients
Tutorials

How to add clients

18 January 202129 April 2022

In today’s short tutorial, we will be showing you how to get your clients into PlanMan. Hello and welcome to PlanMan. In today’s short tutorial, we will be showing you how to get your clients…

Read More How to add clientsContinue

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Recent Posts

  • Architectural writing tips: types of writing to master and best practices
  • Time tracking for city planners – tools, best practices, and ideas
  • How to add your own company logo
  • May 2022 Updates
  • Architect Management Software
  • April 2022 Updates – Extra
  • April 2022 Updates
  • How to add clients
  • How to manage your project documents: 3 ways you can do it
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Recent Posts

  • Architectural writing tips: types of writing to master and best practices
  • Time tracking for city planners – tools, best practices, and ideas
  • How to add your own company logo
  • May 2022 Updates
  • Architect Management Software

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  • Home
  • Features
    • Client Communication
    • Client Management
    • Co-consultants
    • Document Management
    • Instant Chat
    • Invoice Management
    • Permission Groups
    • Project Management
    • Quote Management
  • Integrations
    • FreshBooks
    • GoCardless
    • Sage
    • Stripe
    • Xero
  • Pricing
  • Blog
  • Help
    • Email Us
    • FAQ
    • Knowledge Base
    • Video Tutorials
  • TRY FREE
  • Login
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