Get to know PlanMan
Watch PlanMan tutorials on adding clients, creating quotes, managing project stages and collecting payments. Follow along as you set up your account.
Upload your company logo to PlanMan
Add your company logo to the staff and client portals.
Watch on YouTubeAdd a client and send a quote
Create a client record, prepare a quote and email it. See how clients review and accept quotes in their portal.
Watch on YouTubeChat with your team in PlanMan
Use project chat rooms to send messages to colleagues and follow project conversations.
Watch on YouTubeOrganise project work with PlanMan workflows
Use workflows to organise project work and keep track of what needs doing.
Watch on YouTubeHow to log calls in PlanMan
Record incoming calls and leave a call log for the colleague who needs to respond.
Watch on YouTubeManage a project from quote to invoice
Follow a project from a new client and quote through to completed stages and invoicing.
Watch on YouTubeAn introduction to PlanMan
An introduction to managing clients, quotes, projects and invoices in PlanMan.
Watch on YouTubeSet up Stripe payments
Connect Stripe so clients can pay PlanMan invoices by credit or debit card.
Watch on YouTube