Product sections
By Brigitte and 3 others4 authors151 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
- Adding a Shared Pipeline View
- 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
- Add an Extension to a Phone Number
- 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
- Record payments manually
- Make a partial payment
- Make a refund
- Issue a credit note on 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
- 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
- Manually Refund a Plannit Pay Payment with QuickBooks Online
- 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