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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Invoice Organizer Pro is a versatile invoicing and billing application designed to accommodate various professionals, including lawyers, artists, builders, developers, consultants, specialists, designers, architects, accountants, software engineers, landscapers, medical practitioners, and gardeners. With its straightforward and intuitive interface, users can efficiently handle invoices, quotes, contract requests, and other related tasks using pre-designed templates. Once you learn how to navigate the software, it can be employed for a multitude of database requirements. The application allows you to either develop a personalized invoicing solution or take advantage of ready-made options available in the solution center for both professional and personal use. Furthermore, time-consuming tasks and repetitive processes can be streamlined by saving them into templates. You have the ability to store various settings within these templates, including data displays, reporting configurations, label preferences, HTML report setups, and new record entries, thereby enhancing your overall productivity and efficiency. Additionally, the software is designed to adapt to your specific needs, making it an invaluable tool for any professional seeking to optimize their billing processes.

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
Stripe
Xero

Integrations

FreshBooks
GoCardless
Stripe
Xero

Pricing Details

$245 one-time payment
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

PrimaSoft PC

Country

Canada

Website

www.primasoft.com/pro_software/invoice_software_pro.htm

Vendor Details

Company Name

PlanMan

Founded

2021

Country

United Kingdom

Website

www.planman.app/

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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

Alternatives

Alternatives

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