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Page 17 of 19As architects, we all know that projects rarely go according to plan. As a result, you are under pressure to deliver on time and within budget. You must ensure you use the right tools to…
Read articleWhether you’re a small architectural practice or a large planning firm, the amount of data you collect, manage and analyse can quickly become overwhelming. How much do you need to spend on software? How much…
Read articleConsider time-tracking and billing software for architects, with features for recording hours, reviewing project time and preparing invoices.
Read articleAccounting and record-keeping are a fundamental part of the business. While many companies can manage their books and records, others will need an accountant to assist. Architects are a significant group of people to keep…
Read articleProjects When viewing the project stages tab, if the start date hasn’t been set, the text now reads “Not Started”. When you enter a start date on a project stage, the stage status now automatically…
Read articleCommunications When you click to view a Communication from a Client, the popup window is now read only. it only becomes editable when you click the Reply button. This is because there was some confusion…
Read articleInvoices Bug fix – The invoices table now displays as expected when you have an invoice with no line items on it. New column added for Ex VAT on the invoices report. Projects When editing…
Read articleQuotes 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…
Read articleTime 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…
Read articleThe 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…
Read articleThe 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…
Read articleWe’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…
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