System Updates

March 2022 Updates

PlanMan updates for March 2022 including leave request, files, call logs, projects, workflows and the user interface

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 Logs

New feature added so you can log when customers call or request information. More info in our kb article.

Projects

When you set a project status to on hold, all ongoing or not started stages are now set to on hold as well.

Workflows

New feature added so you can select project stages that you want to work on in a list style, so you can keep track of your workload. More info in our kb article.

User Interface

We have made various improvements to the user interface throughout the web-app.

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.