Actions by bulk
In today's fast-paced business environment, efficiency and productivity are crucial for success. Plannit, offers the ability to perform multiple actions simultaneously, including generating invoices, planning work orders, untagging labels to multiple contacts, and adding/removing associations to resources. This multi-action capability provides significant value to businesses. It enhances efficiency, accuracy, client management, resource allocation, scalability, and cost savings.
👉 All bulk action buttons are accessible once you select one or multiple documents on the grid on the orange band.
Here are some of the bulk actions you are able to do in all grids:
Project / Jobs grid
Filter a list of Projects/Jobs
Click at the top to select all jobs on the list ( make sure to modify the amount of items per page at the bottom if the number of jobs on the list is above 50 )
On the orange band select the action you would like to do:
Create work orders
Associate these jobs to a route
Add/remove labels on jobs and contacts
Change status
Add/remove resources associated to these jobs
Delete by bulk
Quotes grid
Filter a list of Quotes
Click at the top to select all quotes on the list ( make sure to modify the amount of items per page at the bottom if the number of quotes on the list is above 50 )
On the orange band select the action you would like to do:
Send or Print more than one quote at a time
Renew your quotes by bulk
Consult: Do Mass contract or quote renewals
Update the items on your quotes
Create work orders
Associate these quotes to a route
Add/remove labels on quotes and contacts
Add/remove resources associated to these quotes
Modify Terms & conditions and Notes and payment schedule on all selected quotes
Add an attachment or Delete all attachments
Set tax
Delete by bulk
Invoices grid
Filter a list of Invoices
Click at the top to select all invoices on the list ( make sure to modify the amount of items per page at the bottom if the number of invoices on the list is above 50 )
On the orange band select the action you would like to do:
Send or Print more than one invoice at a time
Create work orders
Associate these invoices to a route
Add/remove labels on invoices and contacts
Add/remove resources associated to these invoices
Modify Terms & conditions and Notes on all selected invoices
Add an attachment or Delete all attachments
Set tax
Delete by bulk
Contacts grid
Filter a list of Contacts
Click at the top to select all contacts on the list ( make sure to modify the amount of items per page at the bottom if the number of contacts on the list is above 50 )
On the orange band select the action you would like to do:
Create Quotes
Create Projects / Jobs
Create work orders
Add/remove labels on contacts
Set or Clear Color for these contacts
Send Communication to these contacts
Delete by bulk
Work orders grid
Filter a list of Work orders
Click at the top to select all work orders on the list ( make sure to modify the amount of items per page at the bottom if the number of work orders on the list is above 50 )
On the orange band select the action you would like to do:
Print multiple work orders
Add/remove labels on work orders, projects and contacts
Change status
Add/remove resource associated to these work orders
Delete by bulk
