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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.

Description

Simplifying cloud accounting has never been easier. Automate your invoice reminders so they work for you. Offer your clients a personalized online portal to effortlessly view and settle their invoices. Say goodbye to tedious tasks with automated bank feeds and reconciliation features. QuickFile seamlessly integrates with all major UK banks and more than 300 web services. Built for simplicity, QuickFile requires no extensive training. Should you need assistance, our support team is always ready to help. With the QuickFile App available on both iOS and Android, capturing and storing your receipts in the cloud becomes a breeze. You can easily tag receipts directly from the app or upload them to the Receipt Hub for tagging at your convenience. QuickFile ensures you maintain excellent business records and remain productive, even when you're on the go. Additionally, QuickFile provides all the necessary tools to craft stunning, fully customizable invoices. You can even set up a branded online portal for your clients to easily view, download, print, and pay invoices through an expanding array of payment options, including PayPal, Stripe, and GoCardless, enhancing the overall client experience. This makes managing your finances not just efficient but also user-friendly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

GoCardless
Stripe
Easyflow
FreshBooks
Nekton.ai
PayPal
Sage Payment Solutions
Stackreaction
Worldpay
Xero
iwocaPay

Integrations

GoCardless
Stripe
Easyflow
FreshBooks
Nekton.ai
PayPal
Sage Payment Solutions
Stackreaction
Worldpay
Xero
iwocaPay

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$54.00/year
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

PlanMan

Founded

2021

Country

United Kingdom

Website

www.planman.app/

Vendor Details

Company Name

QuickFile

Founded

2009

Country

United Kingdom

Website

www.quickfile.co.uk

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

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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