Practice management software for architects
Manage client enquiries, fee quotes, project stages and invoices in PlanMan. Practice management for UK architects, with a free 30-day trial.
30 days free. No credit card needed.
Manage the admin behind your architecture projects
Manage your architecture practice’s enquiries, fee quotes, project stages and invoices in one place. Keep the information your team needs with each client and project.
Turn an accepted quote into a project, record its progress and invoice completed stages. Clients can view quotes, shared documents and invoices through their own portal.
Explore the tools your practice needs: client records, project stages, document storage and invoicing and payments.
Testimonial
Graham Simpkin Planning describes using PlanMan away from the office:
PlanMan can be accessed via any web-enabled device with a simple log-in – so for staff this means no longer having to rely on work machines and installed software. PlanMan project notes can be added whilst on site.
GRAHAM SIMPKIN PLANNING
Find the details behind each project
Your team can check each project’s progress in PlanMan. Connect your accounting package to sync invoices with your accounts.
Keep tasks, call logs, timesheets, documents and emails alongside the relevant client and project records.
Check project details away from the office
Look up a client’s details or check a project before a meeting or site visit.
Use PlanMan in your browser on a phone, tablet or laptop with an internet connection.
Reuse your usual project stages
Reuse project templates for the types of work your practice handles regularly.
Set up templates with your usual stages, then use them when creating quotes. Send emails from PlanMan to keep clients informed as the work progresses.
Your team can check project stages and documents in the same place, making it easier to see what is due and what still needs attention.
Emails, files and invoices stay with the project so colleagues can review its history before they pick up the next task.