Open journal and article sheets for architecture advice, product updates and tutorials with PlanMan branding Open journal and article sheets for architecture advice, product updates and tutorials with PlanMan branding

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Tutorials

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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Tutorials

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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System Updates

March 2022 Updates – Extra

The following updates were made recently: Project Submissions You can now add multiple submissions for your projects. Also, you can add the following submission types, each with their own set of fields: Representation Pre-Application Application…

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System Updates

March 2022 Updates

The following updates were made recently: Leave Requests When you delete a leave request that is pending, you now don’t get the option to reset the units. Files You can now upload .cad files. Call…

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System Updates

February 2022 Updates

The following updates were made recently: Quotes When adding Quotes, the following fields have been made mandatory: Local authority Project type Project owner Enquiries Bug fix – When you have a Client with more than…

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