Client Communication Features

Keep all client emails stored against the relevant project.
No more searching for emails in other places.

Frequently Asked Client Communication Questions

Here are some frequently asked questions around the client communication features:

Q: Can clients send us emails?

A: Yes, your account comes with a built-in client portal where your clients can login to view all of their quotes, invoices and projects. They can reply to emails that you send them as well as start new emails when they want to ask you something.

Q: Can clients see their project documents?

A: Yes, when you upload and attach document to projects, if you set the document to be “Public”, the client will be able to see and download it from the client portal.

Q: Is it easy to find client emails and documents?

Yes, everything in PlanMan is indexed so when you use the global search feature, emails and documents are included.

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