WHAT'S NEW
▪️ Internet Connection Detection
Over the past few weeks, we’ve implemented a feature that detects when your Internet connectivity is lost.
This is especially useful when you're on the road, helping ensure you're properly connected before making any changes in Plannit.
IMPROVEMENTS
▪️ Purchase Orders
We’ve adjusted and enhanced purchase orders to address several needs expressed by our clients.
Here’s an overview of the new capabilities:
Import items from any quote or invoice linked to the job, even if there are multiple.
Add purchase order items to an existing quote or invoice for the job.
Create a new quote from the purchase order items.
Create a visit from the purchase order and automatically link it.
▪️ Contacts
Doing door-to-door prospecting?
You can now use your current location to create a new contact.
🆕 If you don’t know the person’s name, the address will automatically be used as the contact name.
▪️ Accounting Systems
We’ve improved exports to QuickBooks Online and Zoho Books. To prevent multiple exports from being triggered simultaneously for the same invoice, a minimum delay between exports has been added to avoid certain export errors.
ℹ️ Did you know that every change made to an invoice is automatically exported?
That’s right — Plannit handles all updates without manual intervention unless you’ve enabled the setting: « Only export invoices and associated payments once they are paid. »
▪️ Quotes & Invoices
Your company’s license number now appears on the digital version of documents available in the Client Portal.
BUG FIXES
We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.