PlanMan help
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Getting started
Find your way around, add users and manage day-to-day work.
15 articlesEnquiries
Record enquiries and follow up with the right person.
1 articlesClients
Keep client details, files and conversations together.
3 articlesQuotes
Prepare quotes, send them to clients and turn accepted work into projects.
2 articlesProjects
Manage stages, dates, files, consultants and internal work.
7 articlesFinances
Create invoices, record payments and deal with expenses.
5 articlesReports
Check work, time, invoices and the figures on your dashboard.
11 articlesSetup and integrations
Set up your company, templates, permissions and connected accounts.
19 articlesUseful starting points
- Navigating PlanMan
Find your dashboard, records, account settings and everyday shortcuts in PlanMan.
- Active Projects
Manage a project's stages, dates, files, communications and invoicing.
- Non-fee-earning stages
Track stages that need completing but should not require a stage-fee invoice.
- Projects Due For Invoicing
Find projects with completed fee-earning stages that have not been invoiced.
- Project Templates
Build reusable project stages, set fee earning status and arrange their order.
- User Management
Add staff accounts, assign permission groups and manage personal sign-in settings.