Plannit

How to access the help and support you need to use Plannit.

Plannit application Help Center

Create tags to filter your business information.

Managing labels / tags

How to use the filter options to access the information you need for your reports and/or planning.

Using filters in the grids

How to include or exclude tags in a search with multiple tags.

Tips and tricks for multi-tag filters

Print several invoices or quotes in a batch

How can i send attachments, documents, files, pictures to my clients

Send attachments

How to activate the GPS localisation on mobile device for my employees

Activate GPS tracking on mobile phones

Managing pre-programmed messages

Warn your customers who want to send you online requests that you will be closed. ie. Christmas vacations, summer vacations etc.

Add a message on the Web bot

How can I print an invoice, a quote and a work order ?

Print an invoice, quote or work order

How to charge clients the processing fees if they pay by credit card (if permitted in your state)?

Offer cash discounts

See how Plannit's mobile punch allows you to easily track hours worked in a day with a few clicks.

Tracking total hours worked in a day (mobile punch)

Respond effectively to your customers and keep track of conversations to better manage requests and the customer experience.

Plannit's client message centre

How to send or create multiple invoices, plan visits, add/remove labels all at once with just a few clicks on all grids.

Bulk actions in the grids

Stay on top of what's happening, receive customer notifications and internal messages on your mobile device.

Enable the notifications on your device, Android or iOS

Check if the barcodes are compatible for use with the scanner

Supported barcode formats

How to print PDF quotes, invoices or purchase orders on macOS or Windows

Print multiple PDFs on macOS and Windows

Understanding the “Read” status of documents sent by email

Learn how to add a company-wide shared pipeline view to your personal workspace. This article also covers best practices for organizing your views, using filters, and customizing your pipeline based…

Adding a Shared Pipeline View

Brigitte Chouinard

Patrick Poirier

Oliver Hoffmann

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.