Practice management software for town planners
Keep enquiries, quotes, planning projects and invoices together. PlanMan helps town planning practices manage their work. Try it free for 30 days.
30 days free. No credit card needed.
Manage the admin behind your planning projects
Use PlanMan to manage the enquiries, quotes and project records behind your town planning work. Track each planning application or consultancy project from the agreed scope through completed stages and invoicing.
Turn an accepted quote into a project, record its progress and invoice completed stages. Clients can view quotes, shared documents and invoices through their own portal.
Testimonial
Graham Simpkin Planning describes using PlanMan away from the office:
Read the customer storyPlanMan can be accessed via any web-enabled device with a simple log-in – so for staff this means no longer having to rely on work machines and installed software. PlanMan project notes can be added whilst on site.
GRAHAM SIMPKIN PLANNING
Find the details behind each project
Your team can check each planning project’s progress in PlanMan. Connect your accounting package to sync invoices with your accounts.
Keep tasks, call logs, timesheets, documents and emails alongside the relevant client and project records.
Check project details away from the office
Look up a client’s details or check a planning project before a meeting or site visit.
Use PlanMan in your browser on a phone, tablet or laptop with an internet connection.
Reuse your usual project stages
Reuse project templates for the types of work your practice handles regularly.
Set up templates with your usual stages, then use them when creating quotes. Send emails from PlanMan to keep clients informed as the work progresses.
Your team can check project stages and documents in the same place, making it easier to see what is due and what still needs attention.
Emails, files and invoices stay with the project so colleagues can review its history before they pick up the next task.
Built for town planning practices
Keep your planning practice’s administration together with client records, project documents and client correspondence. Use your GIS and design applications for spatial analysis and drawing work alongside these practice records.
Try free for 30 daysBook a demo