Product sections
By Brigitte and 3 others4 authors143 articles
Plannit application Help Center
Managing labels / tags
Using filters in the grids
Tips and tricks for multi-tag filters
Print several invoices or quotes in a batch
Send attachments
Activate GPS tracking on mobile phones
Managing pre-programmed messages
Add a message on the Web bot
Print an invoice, quote or work order
Offer cash discounts
Tracking total hours worked in a day (mobile punch)
Plannit's client message centre
Bulk actions in the grids
Enable the notifications on your device, Android or iOS
Supported barcode formats
Print multiple PDFs on macOS and Windows
Understanding the “Read” status of documents sent by email
Description of the contact fields
Create contacts
Create a contact tree
Link my contact to a master / billing contact
Add multiple job site addresses to the same contact
Geolocate the address of a contact
Changing the geolocation marker on an address
Set the language preference for my contacts / clients
Send a promotional mass mailing to my Plannit contacts
Add an apartment number to a contact's address
Field descriptions for quotes
Create a quote
Create a quote template
Create quotes by bulk
Mass quotes renewals
Modify an accepted quote
Modify Terms and conditions in bulk
Sample payment schedules for your quotes
Calculate profitability on a quote or invoice
Ensure the completion of tasks to be done once your contracts have been sold
Create quotes for multiple clients simultaneously from a template
Field descriptions for invoices
Add my tax numbers to my invoices
Create an invoice
Create an invoice template
Cancel an invoice
Delete an invoice
Create payment schedules for invoices
Send invoices or quotes in batches
Automate invoice and/or quote reminders
Send an invoice in PDF
Link your invoices to the right job
Invoicing a customer who doesn't show up for an appointment
Adjust the sequence / numbering of my invoices
Add a discount to an invoice or quote
Add an invoice from a Work order / Visit
Send an invoice only to the billing contact
Billing by quantity
Record payments manually
Make a partial payment
Void a payment applied to the wrong invoice
Adjustment to a paid invoice with the Quickbooks integration
Payment cancellation or refund with QuickBooks online integration
Process a payment received, that is greater than the invoice amount
Pre-authorized payments for recurring invoices
Change the payment method for an invoice or quote
Create a statement of account
Export a list of invoices
See the payment method used to pay an invoice
Modify an invoice in draft or sent status
Recurrent invoicing
Create a visit / work order
Create recurring visits
How to add a run to a work order / visit
Make visit notes visible to multiple employees
Create a visit from a client request in your dashboard
Add internal notes to my documents
Add a signature on a work order / visit
Add important information on your visits
Add notes on the tiles of the visit
Adding attachments to your Plannit documents
Manage an unfinished visit for follow-up at a later date
Display quote items on a work order - purchase order, without prices
Display option on your Work Orders
Overview of the customer portal after receipt of a work order - Pest control
How to move a completed visit to another job
Creating Task Lists
How to create and optimize your route
Create recurring routes
Create a daily route
Optimize and calculate a route
Customize the address fence for your routes
Start a route from a computer or the mobile app
Create a route without addresses
Adding visits to a route already started
Quickly identify and add the addresses/contacts not assigned to a route
Add an internal note, audio or written, to an address on a route
Add a note on a run
Dynamic snow alerts on a route
Track the progress of jobs on a route
Edit the starting address of a route or run