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What is PlanMan?

PlanMan is a cloud-based project management solution designed specifically for architects and urban planners, offering an extensive set of features that enhance administrative processes and improve overall productivity. Users can manage an unlimited range of clients, projects, quotes, and invoices, all securely housed in one convenient platform. The software’s integrated cloud storage ensures that all project-related documents are readily accessible, eliminating the need for outdated shared network drives. Each project is equipped with a dedicated chat room to facilitate real-time communication, and client emails are systematically organized within their respective projects for easy access. Additionally, PlanMan offers a client portal where clients can view their inquiries, quotes, projects, documents, and invoices at any time, enhancing transparency and communication. Users can also process invoice payments online through seamless integrations with payment platforms like Stripe or GoCardless. The software encourages collaboration with co-consultants, allows for the creation of quotes from customizable project templates, and enables the generation of invoices for both clients and suppliers, guaranteeing a holistic management experience. Furthermore, this platform streamlines workflows for professionals in the industry, significantly enhancing project oversight and operational efficiency. By integrating these features, PlanMan not only simplifies tasks but also empowers teams to focus on delivering high-quality outcomes.

What is Joqiva?

Joqiva is a digital platform tailored for service-based enterprises in the UK, streamlining customer interactions, job oversight, quotations, billing, and payment reminders into an efficient process. By allowing businesses to transform inquiries into actionable jobs, it offers features such as template usage with pre-existing service data and the ability to draft quotes for employee approval before sending them out. The platform's AI capabilities facilitate inquiry management, enabling staff to confirm details prior to proceeding with actions. Customers benefit from the ability to view quotes and invoices online, while businesses can independently track payment updates, manage bank receipts, and issue reminders according to their subscription plan, ensuring that payments go directly to them instead of through Joqiva. Enhanced subscription plans provide additional features, including advanced controls for team and job management, repositories for saved materials, accountant access, and comprehensive audit trails. An optional AI Receptionist is also available to handle configured phone calls and log messages or inquiries for staff review. Primarily targeting the air-conditioning industry, Joqiva also serves various other service trades across the UK, making it an adaptable solution for improving operational workflows. Its rich array of features is specifically crafted to alleviate the everyday administrative burdens faced by service-oriented companies. This unique approach positions Joqiva as an essential companion for businesses aiming to enhance their productivity and customer service experience.

Media

Media

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Integrations Supported

Xero
FreshBooks
GoCardless
Stripe

Integrations Supported

Xero
Sage Accounting

API Availability

API Availability

Pricing Information

Free
Free Version
Free Trial Offered?

Pricing Information

£19/month
Starter is £19/month, Pro is £39/month, and Team is £79/month; prices exclude VAT. Annual billing saves two months. Joqiva offers a 14-day trial with no card required and no automatic charge. Joqiva Receptionist is available separately or as an add-on to eligible Pro and Team plans, starting at £49/month with 150 minutes included. Its trial ends after 14 days or 20 minutes, whichever comes first.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

PlanMan

Date Founded

2021

Company Location

United Kingdom

Company Website

www.planman.app/

Company Facts

Organization Name

Joqiva

Company Location

Ukraine

Company Website

joqiva.co.uk

Categories and Features

Architecture

Not specified

Urban Planning

Not specified

Categories and Features

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