The clients report allows you to view clients by the date you added them to PlanMan. To export the report, click on the download icon at the top right above the table.
This page lists all of your clients that you have archived. To un-archive a client, click on one and uncheck the "Archived" check box then click the Update Client button.
This page lists all of your active projects. Click on the project number to view/edit a project. Project Details The project details page is split into various tabs : Project Details Tab This tab lists all the project details. If you enter a ...
Here is a list of your active quotes. To add a quote, click the plus icon at the top right of the quotes table. If you have created some project templates, selecting one will copy all of the template stages to the quote once you click the Add Quote ...
When you send "Communications" (basically emails) to clients, they will be listed here. Click on the date to view the email. If the email was from the client, the Send Reply button will be active. Click on that to reply to them.