Project management can take up a significant part of an architect’s available work hours. It needs to be done, but it’s not the work you’re charging your clients for. If you can streamline your project management, you can focus on your billable hours rather than the administrative tasks you can’t avoid.
Having the right architect management software is the best way to achieve this, making project management smoother and helping you and your organisation be more organised.
PlanMan is the online project management software for architects, designed by architects and town planners.
Cloud-Based Architect Management Software
PlanMan is cloud-based architect management software. Its online setup means you can access your projects whenever and wherever you need to, with no need to download any software or use VPNs or network storage.
Just log in to your account when you want to access your work, and you will be able to manage everything from one place. You can also give your clients full access to their contact information, projects, files, and links to planning applications at all times.
Our online solution is completely secure too. It’s hosted on the Microsoft Azure platform for your peace of mind and benefits from automated database backups to provide data security and protection.
Our super-fast managed servers mean you can manage your projects without having to deal with lagging, loading, or other problems that slow you down when you’re trying to work.
All the Features You Need
PlanMan has been designed to give architects everything they need to manage their projects on one platform. It was created to make it the best architect management software, and we think we’ve achieved that.
The host of features available means that you can take control of your projects with ease.
Client management and communication
Managing your clients is simple when you have the right software. PlanMan helps you get organised by enabling you to manage and communicate with your clients from a single location.
You avoid juggling spreadsheets, emails, and other resources scattered across various files, folders, and pieces of software.
Keep all your clients’ information in one place so that it’s easily accessible by both you and them. For example, you can see your client’s contact information, files, projects, invoices, quotes, and emails.
You can even contact your clients directly by using the function on their client details page. Your staff members can see when each client was last contacted, and clients can log in to their accounts to reply and see your communications too.
Global search makes it easy to find any information you need on a client. Enter the search term, and you can find related clients, projects, and related documents. In addition, all your documentation for each project or client is stored with their information, so there’s no need to hunt for files.
Files don’t need to be emailed back and forth when both you and your client can upload and view them when needed. Plus, you can keep documents private so your client can’t see them.
If you have been relying on Dropbox folders or other cloud storage solutions, you can change that when using PlanMan. In addition, our architect project management software allows you to store your documents with client information and project details.
Keep everything related to a particular client or project together in one space, so you don’t have to search in different places to keep track of everything you need.
Manage permissions for your staff and decide who can access specific files and information and who can’t. You can keep your data secure by creating permissions groups that give access to only those who need it.
Ensure only the necessary staff members can perform some actions, such as deleting files and information. Creating permission groups ensures that each staff member has access to the permissions they need when they log in but doesn’t have any permissions that aren’t necessary for them to do their jobs.
Quote management can be a very time-consuming administrative task. Creating and sending quotes takes time, and that’s before you have to sit around and wait for a response to them. Having your quotes disconnected from other important information is inconvenient too.
But with PlanMan, you can create, send and manage your quotes in the same place, and handle other financial documents such as invoices at the same time.
Project templates make it easier to create quotes for your clients. All the project stages you want to include in the quote will be pre-filled with your template, helping you save time.
Clients can accept quotes using PlanMan with just the click of a button. There’s no need to email back and forth or waste time getting quotes confirmed. And if you ever need to find a quote in the future, searching for it is easy.
Invoicing your clients becomes a breeze with PlanMan too. Use our architect project management software to create and send your invoices, using our automated invoice processing system for each project stage that you mark as complete.
Just send the invoice with a click, and your client will be able to both see and pay for it within their PlanMan dashboard.
They can use a debit or credit card to make their payment or automatically pay their invoices via direct debit by setting up GoCardless. They can also download their invoices as PDF files. Then, just like other files, searching for invoices you’ve created is easy.
PlanMan gives you the project management tools you need to manage your architectural projects from start to finish.
You can keep everything you need for each client in one place, easily accessible for you and any of your staff and your client. Keep documents private if you don’t want anyone else to see them while giving your staff access to all they need on one platform.
Ditch shared network drives and make everything you need simple to find and manage using PlanMan.
Even though PlanMan has all the tools to help you with project management, we know you’re likely to use several other tools for other essential tasks.
Our project management software for architects features several integrations, allowing you to connect your favourite tools.
The integrations available from PlanMan include:
- FreshBooks – sync with your FreshBooks account for smooth financial management
- GoCardless – accept cardless payments by setting up direct debits for your clients
- Sage – connect your Sage account for integrated accounting
- Stripe – accept card payments from your clients using the secure solution Stripe
- Xero – sync your Xero accounting account with your PlanMan account
These integrations make it simple to manage your finances and accounting as part of your project management. Connecting your accounting software and payment options to your PlanMan account brings all your essential project management information into one place.
Send your invoices straight from PlanMan to your accounting software and allow clients to pay their invoices using their PlanMan login.
Book a Demo
You can book a demo of PlanMan to demonstrate how it works and how the software can help you gain control over your project management.
We will walk you through the main functions and how PlanMan can benefit you so that you can save time on administrative tasks.
Get Your Free Trial
If you’re ready to try out PlanMan for your architectural firm, sign up for your free trial. Just enter your details in the signup form and register to get started with your account. The trial gives you full access to all of the features included in the software so you can get an accurate picture of how it can work for you.
If you decide that you want to carry on with a paid subscription after your free trial, all of the data you have already uploaded will remain in your account. However, if you decide to leave, we will export your data for you.
There’s no need to install any software, with everything hosted online. As long as you have a stable internet connection and your preferred device, you can log in to your PlanMan account and manage all your projects.
You can use your desktop or laptop or a mobile device such as your smartphone or tablet to access your project information.
PlanMan is designed by architects and town planners with years of experience and knowledge in creating essential features specifically for these professions.
Book a demo, start your free trial today or get in touch with us to learn more about how we can help you.