Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Our objective is to assist organizations in optimizing their business processes and project management through a unified platform. Interested in learning more? Discover who we are in a brief 15-minute on-demand webinar. Should you have any inquiries, feel free to contact our team today. Consolidate all your project details in one location to transform disorder into structure. You'll have a clear view of project progress at each phase. Track time against progress on-site, labor hours versus availability, and expenses in relation to budgets, while ensuring that everyone remains coordinated and engaged. With immediate access to a single source of precise, company-wide data, you can swiftly identify profit sources, grasp cost implications, adhere to budgets, issue invoices at any point, receive payments in any currency, enhance cash flow, and propel the success of each project in real-time. This streamlined approach not only fosters efficiency but also empowers teams to work collaboratively towards shared goals.
API Access
Has API
No
API Access
Has API
No
Integrations
Xero
Yes
BrainFreeze
No
Cliniko
No
Drawboard Projects
No
FreshBooks
Yes
GoCardless
Yes
Lynx
No
MYOB
No
PSIcapture
No
ParentSquare
No
Integrations
Xero
Yes
BrainFreeze
Yes
Cliniko
Yes
Drawboard Projects
Yes
FreshBooks
No
GoCardless
No
Lynx
Yes
MYOB
Yes
PSIcapture
Yes
ParentSquare
Yes
Pricing Details
Free
Free Trial
Yes
Free Version
Yes
Pricing Details
$10 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
PlanMan
Founded
2021
Country
United Kingdom
Website
www.planman.app/
Vendor Details
Company Name
Total Synergy
Founded
2000
Country
Australia
Website
www.totalsynergy.com
Product Features
Architecture
2D Drawing
No
3D Modeling
No
BIM Modeling
No
Bills of material
No
Building Information Modeling
No
Client Management
No
Contact Management
No
Contract Management
No
Document Management
No
Drafting
No
Manufacturing Design Data
No
Presentation Tools
No
Project Management
No
Proposal Management
No
Quotes/Proposals
No
Visualization / Presentation
No
Product Features
Architecture
2D Drawing
No
3D Modeling
No
BIM Modeling
No
Bills of material
Yes
Building Information Modeling
Yes
Client Management
Yes
Contact Management
Yes
Contract Management
No
Document Management
Yes
Drafting
No
Manufacturing Design Data
No
Presentation Tools
Yes
Project Management
Yes
Proposal Management
Yes
Quotes/Proposals
Yes
Visualization / Presentation
No
Professional Services Automation
Billing & Invoicing
Yes
CRM
No
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes