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ease
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design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A tablet-based, customizable tool that generates onsite quotes for customer signature and direct conversion to live orders. Single-entry seamless data flow between project management dispatch and storage, billing, payroll, accounting, and billing. Tablet-based quote generation, project management, edelivery, and signature capture. Flexible client-specific functionality and user-definable datasets allow for unique workflow requirements. Unlimited users, projects and labor. Warehouses, warehouses, dispatch locations, and equipment can all be accessed from a central location. Reduced IT costs through real-time multilocation data collection and integration of third-party apps. Ad-hoc reporting for Projects, Work Orders and Project Invoices, Storage Invoices and Payroll with user-defined classes. Real-time Work in Progress and Job Cost reporting. All activity can be viewed from a top-view, allowing for cross-organization visibility. Reporting on Project Profitability and Customer Customers. Reporting on Storage Revenue

Description

PlanMan is a cloud-based project management tool tailored for architects and urban planners, offering a robust array of features aimed at optimizing administrative workflows and boosting efficiency. This software allows users to oversee an unlimited number of clients, projects, quotes, and invoices, all securely centralized in one location. With its integrated cloud storage, all project documents are easily accessible, eliminating reliance on traditional shared network drives. Each project includes a dedicated chat room for real-time communication, while client emails are conveniently organized within the respective projects for quick retrieval. Moreover, PlanMan provides a client portal that enables clients to access their inquiries, quotes, projects, documents, and invoices at any hour. Invoice payments can be processed online through seamless integrations with Stripe or GoCardless. The software also facilitates collaboration with co-consultants, the creation of quotes using project templates, and the generation of invoices for both clients and suppliers, ensuring a comprehensive management experience. Additionally, this platform simplifies the workflow for professionals in the field, making project oversight more efficient than ever before.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

FreshBooks
GoCardless
HubSpot CRM
HubSpot Customer Platform
QuickBooks Enterprise
QuickBooks Online
Stripe
Xero

Integrations

FreshBooks
GoCardless
HubSpot CRM
HubSpot Customer Platform
QuickBooks Enterprise
QuickBooks Online
Stripe
Xero

Pricing Details

$395/month
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FoxWyndrum Associates, Inc.

Website

www.commercialmovesoftware.com

Vendor Details

Company Name

PlanMan

Founded

2021

Country

United Kingdom

Website

www.planman.app/

Product Features

Moving

Billing & Invoicing
Claims Management
Customer Management
Dispatch Management
Employee Management
Fleet Management
International Moves
Interstate Moves
Job Management
LTL / Shared Truckload
Lead Management
Local Moves
Military / GSA Moves
Quotes / Estimates
Storage Management
Work Order Management

Product Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

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