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2023
Release Notes - April 25th, 2023
Release Notes - April 25th, 2023

Here are the updates we have made to Plannit to improve your experience.

Brigitte Chouinard avatar
Written by Brigitte Chouinard
Updated over a week ago

In this update:

New Dashboard features

Jobs overview

The jobs panel has been redesigned to provide a detailed overview of Jobs with the Job file #, customer info, source, job status and $ amount.

Call & campaign tracking

Call and campaign tracking reports have been added to provide performance information on any marketing campaigns you may be running.

1) Job request tracking

2) Call requests (available on the Grow plan)

3) Web requests

New job statuses

To help you manage your operations more effectively, we have added 2 new job statuses: "To schedule" and "Cancelled".

These statuses are available in the header of the Jobs overview and the status column in the Jobs list, so that you can quickly filter on these statuses.


Ability to select a default value for a custom field (

Custom fields are available on the Premium plan

Tagged names are displayed in bold on notes and internal comments

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