System Updates

April 2022 Updates – Extra

Extra April 2022 updates to PlanMan including call logs, quotes and project stages.

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 a client accepts a quote from their partner portal, the quote is now automatically set to archived.

Project Stages

When you add a co-owner to a project stage that has date reminders set, the co-owner’s calendar on their dashboard now includes those dates.

PRACTICE MANAGEMENT SOFTWARE

Keep your project admin in one place.

Keep your client information, quotes, projects and invoices together with PlanMan.

Try PlanMan free30 days. No credit card needed.