How to add your own company logo
Video Transcript Hello and welcome to PlanMan. In this short tutorial, I will be showing you how you can customise the portal with your own company logo. Your company logo will replace the main PlanMan…
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Tutorials
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Client management
Video Transcript Welcome to PlanMan. In this tutorial I will be showing you how to manage your clients. To add a client manually, either click the add client shortcut, or go to clients, active clients,…
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Project Live Chat
Video Transcript Welcome to PlanMan. In this video I will be showing you the project live chat features. Each project automatically gets a live chat room, and any user can post messages to it. To…
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Organise your projects with project workflows
Use PlanMan workflows to organise project stages and tasks so your team can follow the work that needs to be completed.
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An introduction to call logs
Video Transcript Welcome to PlanMan. In this video, we will be going over call logs. What they are, and how to record them. Call logs are used whenever someone contacts your company, and wants someone…
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Assigning tasks to your staff
Learn how to assign projects, project stages and quote stages to staff in PlanMan and see those tasks in their calendars.
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How to setup Stripe for card payments
Hello and welcome to PlanMan. In this video, I will be walking you through setting up Stripe, so your clients can pay their invoices via credit or debit card. We start by going to setup,…
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How to add clients
Learn how to add a client to PlanMan, enter their contact details and keep their projects, quotes and invoices linked to the right record.
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