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About

​PlanMan is a cloud-based project management software designed specifically for architects and town planners. It offers a comprehensive suite of features to streamline administrative tasks and enhance productivity. Users can manage unlimited clients, projects, quotes, and invoices, all stored securely in one place. It includes built-in cloud storage for all project documentation, eliminating the need for shared network drives. Each project has a built-in chat room for instant communication, and client emails are stored against the relevant project for easy access. PlanMan's client portal allows clients to log in and view their enquiries, quotes, projects, documents, and invoices 24/7. Clients can also pay invoices online through Stripe or GoCardless integrations. The software supports managing co-consultants, creating and sending quotes from project templates, and generating invoices for clients and suppliers.

About

Cloud Accounting Made Easy. Put your invoice reminders on autopilot. Provide access to a fully branded portal where your clients can view and pay their invoices. Eliminate routine tasks with automated bank feeds and reconciliation. Connects to all major UK banks and over 300 other web services. QuickFile was designed to be simple and intuitive. No steep learning curve. When you need help we're always available. Download the QuickFile App for iOS and Android to capture and store your receipts in the cloud. You can tag your receipts from the app, or upload them to the Receipt Hub and tag later. QuickFile makes it simple to maintain good business records and stay productive while on the move. QuickFile has all the tools you need to create beautifully designed fully customisable invoices. You can even create a branded online portal where your clients can view, download, print and pay their invoices through a growing list of portals including PayPal, Stripe, GoCardless, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

UK-based architectural firms needing a solution to manage projects, client communications, and financials efficiently

Audience

Companies of all sizes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$54.00/year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PlanMan
Founded: 2021
United Kingdom
www.planman.app/

Company Information

QuickFile
Founded: 2009
United Kingdom
www.quickfile.co.uk

Alternatives

Spacemaker

Spacemaker

Autodesk

Alternatives

QuickFill

QuickFill

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Halcyon

Halcyon

Halcyon Death Care Management Solutions
Archicad

Archicad

Graphisoft

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

GoCardless
Stripe
Axis LMS
Easyflow
FreshBooks
Nekton.ai
PayPal
Sage Payment Solutions
Stackreaction
Worldpay
Xero
iwocaPay

Integrations

GoCardless
Stripe
Axis LMS
Easyflow
FreshBooks
Nekton.ai
PayPal
Sage Payment Solutions
Stackreaction
Worldpay
Xero
iwocaPay
Claim PlanMan and update features and information
Claim PlanMan and update features and information
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Claim QuickFile and update features and information