Plannit

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Plannit application Help Center

Keep a filtered grid one click away: save it as a reusable view and flip between working lists with tabs.

Save your filtered lists as views and switch with tabs

Find any information in seconds, target the right customers, and run your operations from clear reports — using labels.

Turn your data into decisions with labels

Turn any Plannit grid into exactly the view you need — the right jobs, customers and invoices — to plan, analyze and report in seconds.

Find anything in seconds with grid filters

Label filters let you quickly find items that match multiple criteria across your work orders, quotes, invoices, and other Plannit grids.

How to Filter Using Multiple Labels

Select or filter a list of invoices or quotes and print them all at once in a single, print-ready file.

Print a whole batch of invoices or quotes in one go

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 work orders, 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

Send a PDF copy of a quote or invoice directly in an email sent from Plannit.

Attach a quote or invoice PDF to an email

Need to correct a date or extend the due date on several quotes or invoices? Plannit now allows you to update dates on multiple documents in a single action, without…

Update dates on multiple quotes or invoices at once

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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.

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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.

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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.

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