Ben SnapeClient details, project stages, files and invoices can end up spread across several tools. Practice management software brings those records together so your team can find the information it needs.
This guide explains how PlanMan handles the administrative work around an architecture project, from the first quote to the final invoice.
Cloud-Based Architect Management Software
Open PlanMan in your browser to work with client and project records. You can use a computer, tablet or phone, or download the mobile app.
Your team can access the same project information from different locations. Staff permissions determine what each person can view and change.
All the Features You Need
The main features cover client records, communications, documents, quotes, project stages and invoices. Here is how those parts fit together.
Client management and communication
Keep a client’s contact details alongside their quotes, projects, documents, invoices and emails. Use search to find a record when you need it.
Send messages from the client record and keep the correspondence available to your colleagues. Clients can use their own login to review their information and reply.
Document management
Store documents against the relevant client or project and organise them by type. Choose which files clients can see and which remain private.
Keeping files with the project gives your team a place to find the documents they need. See the document management features for more detail.
Permissions
Create permission groups for your team. Choose who can view records and who can add, edit or delete information.
Assign each member of staff to the group that fits their responsibilities, then review access when those responsibilities change.
Quote management
Prepare a quote using project stages, or use a template for work you quote regularly. Send it to the client for review.
Clients can accept quotes through their portal. An accepted quote can become a project, carrying its details forward.
Finances
Create an invoice for completed project stages and send it to the client. Keep a record of invoices and payments alongside the project.
With the relevant integrations connected, clients can pay by card through Stripe or by Direct Debit through GoCardless. They can also download PDF copies of their invoices.
Project management
Use the project record to review stages, tasks, files, invoices, communications and co-consultants. Your team can check progress without collecting the details from separate spreadsheets.
Choose what is shared with the client and keep internal project information available to the staff who need it.
Integrations
Connect PlanMan to supported accounting and payment services. Accounting integrations include FreshBooks, Sage and Xero.
For client payments, use Stripe for cards or GoCardless for Direct Debit. Check each integration page for what the connection supports.
Book a Demo
Book an online demo to see a typical project from client enquiry to invoice. We’ll walk through the main functions and answer questions about your practice.
Get Your Free Trial
Try PlanMan free for 30 days to see how it works with your projects. No credit card is needed.
If you have questions before starting, contact our team.