PlanMan help
Setup and integrations
Set up your company, templates, permissions and connected accounts.
Company Details
Maintain company information, document defaults, numbering and your recurring financial year start.
Affiliate Account
Find your affiliate referral link and review companies recorded against it.
Co-consultants
Keep co-consultant contact details and disciplines ready for project work.
Co-consultant Disciplines
Create the disciplines used to organise and select co-consultants.
Document Types
Create the categories used to organise documents uploaded to client and project records.
Local Authorities
Maintain the local authorities available on quotes, projects and reports.
Project Templates
Build reusable project stages, set fee earning status and arrange their order.
Project Types
Create project classifications for consistent selection and reporting.
Permission Groups
Set action permissions, assign groups to users and understand separate ownership rules.
Users
Add staff users, maintain access and choose their default dashboard.
Card Payments with Stripe
Connect Stripe to offer card payment links on eligible client invoices.
GoCardless Integration
Connect GoCardless, arrange client mandates and check invoice collection dates.
Xero Integration
Connect Xero, select a sales account and send individual clients or invoices from PlanMan.
FreshBooks Integration
Connect FreshBooks and manually send client or invoice records from PlanMan.
Sage Integration
Connect Sage, choose default accounts and post individual clients and invoices.
QuickBooks Integration
Understand the current QuickBooks connection and the manual client and invoice sending controls.
Microsoft 365 email
Connect your Microsoft 365 mailbox, send client communications and import matching replies.
Co-consultant report types
Maintain the report names staff can select when adding co-consultants to a project.
Add an enquiry form to your website
Allow your website domain, install the enquiry form and check that submissions reach your PlanMan account.