System Updates

July 2021 Updates

July 2021 updates to PlanMan including quotes, projects and the dashboard

Ben Snape28 July 20211 min read

You can now copy quotes.

There is a new field for notes when viewing the Quotes tab for a Client.

Bug fix – When you set an Enquiry to “Closed – quote to be issued”, the address now copies over as expected.

Stage date reminder emails are no longer sent out for dates set as “Completed”.

New Co-consultant status for “Consultant Declined”.

You can now click the “Live Projects” number to be taken straight to your active Projects list.

You can now click the “Open Quotes” number to be taken straight to your active Quotes list.

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.