This update introduces a major redesign of the Plannit interface to make it clearer, more modern, and more consistent.

The action buttons have been redesigned, the different areas have been reorganized, and several pages now use collapsible sections to make information easier to review.

The Job workspace has been completely reorganized to better represent its structure and simplify navigation with a wider panel.

You can now see at a glance that a job brings all your documents together under the same number, just like a paper folder 📂 in a filing cabinet.

The Client workspace also features a new layout that makes it easier to understand everything associated with a contact.

The new collapsible sections also make it easier to group the different elements of a contact without having to scroll through every option to find the information you need.

The terms Visit and Work order / Visit have been replaced with Work order throughout the application.

➡️ The functionality remains the same! Only the name used to identify these elements has been simplified and standardized.

Internal comments are no longer displayed at the bottom of every document associated with a job or contact!

They are now grouped in a side tab 💬, accessible directly within your operations.

Documents associated with a job have also been moved to a side tab 📎.

New actions are now available directly from each document to make them easier to manage.

A new Tasks section has been added to Plannit.

It brings together job-related tasks and events from the schedule in one place, providing a more complete overview of the work to be completed.

You can now send a bulk communication for a specific day and resource directly from the schedule.

This new action makes it easier to quickly send information to clients scheduled for the same workday.

A new setting is now available in work orders, allowing you to choose how precisely appointment times are communicated to clients.

You can display:

This option lets you tailor the information shared with the client based on the desired level of precision for each appointment.

New optional columns are available in the Work orders and Schedule planner grids. They can display the date and time of a status change, as well as the GPS location and the resource who performed the action when that information is available.

A new setting allows a purchase order to be created automatically when a work order is generated from a quote or invoice.

This option reduces manual steps and improves the tracking of purchases related to the work.

The Net 10 days payment term is now available:

You can now add documents directly to a contact record, allowing you to centralize information specific to that contact.

These new documents are also available in your Jobs!

You can now automatically update a job’s status when its first task is created.

This new option makes it easier to track job progress while reducing manual updates.

New options allow you to further customize the information displayed on Pipeline cards.

You can now choose from additional contact- and job-related information to tailor the display to your needs.

The display limit for documents associated with a job has increased from 50 to 100 documents.

You can now print a cancelled invoice directly from the Actions menu. This improvement makes it easier to review, archive, and share invoices, even after they have been cancelled.

You can now further customize the content displayed on your printed quotes.

New options allow you to choose whether the following elements appear on the document:

This allows you to tailor the presentation of your quotes to your company’s needs and the desired level of detail for your clients.

You can also choose which amount appears directly in your quote emails:

This option is especially useful when the final amount depends on the choices or options included in the quote. It helps prevent a potentially misleading amount from being highlighted in the email before the client reviews the complete document.

You can customize the information displayed in the item lists of your quotes, invoices, and purchase orders by clicking the ⚙️ icon.

New display options have also been added, allowing you to tailor each list to the way you work.

We have actively investigated and fixed several bugs! Our team will notify affected clients once the fixes have been deployed.