How to get more architecture clients, projects, and leads
Practical ways to find clients for an architecture practice, including referrals, showing relevant projects and following up on enquiries.
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June 2022 Updates
June 2022 PlanMan updates add DWG uploads and notification times, fix document downloads and submission reports, and preview embedded enquiry forms.
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Remote work tools for city planners – maximizing your mobility
Tools and working habits for town planners working remotely, including access to files, communication, project records and time tracking.
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CRM for architects: features, benefits and how to choose
Choose a CRM for your architecture practice. Compare client records, enquiry follow-up, project links and communication needs before selecting a system.
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Practical writing guidance for architects
Write clearer architectural proposals, reports and project descriptions by considering the reader, organising information and explaining decisions.
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Time tracking for city planners – tools, best practices, and ideas
3 Major reasons to track time as a city planner 1) Easier to get accurate data for accounting and billing Keeping track of your hours is obvious if you charge an hourly rate. Precise time…
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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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May 2022 Updates
The following updates were made recently: Users On your main users page, you can now see a green icon if the user is currently logged into PlanMan, and an orange icon if there were logged…
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Managing project admin in an architecture practice
Keep clients, quotes, projects, documents and invoices together with practice management software for architects.
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April 2022 Updates – Extra
The following updates were made recently: Call Logs Bug fix – When adding a call log, the default time selected in the popup was an hour out due to BST (British Summer Time). Quotes When…
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April 2022 Updates
April 2022 PlanMan updates fix submission links and calendar dates and let administrators remove items from the global search index.
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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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