You have a lot of customers?
If you have a large number of clients, we can import you client file for you, saving you time. All we need is a list in an excel format sent to us and we will gladly do it for you. here are
During start-up, you can save time in the following cases:
Transfer your client database from Acomba to Plannit, see: Here
Transfer your client database from Sage 50 to Plannit, see: Here
Transfer your client database from QuickBooks online to Plannit, see: Here
Transfer your client database from Avantage to Plannit, see Here
Transfer your database from an Excel file to Plannit, please Contact us
Transfer your database from another management application to Plannit, please Contact us
💡 We recommend to read Description of the contact fields for useful tips on contacts.
Create contacts during daily operations
Via the Contacts tab
Click on + Contact
Fill in the required information and save.
Via the Quotes, Invoices and Visits tab
Plannit lets you create new contacts when creating a document such as a Quote, Work Order / Visit or Invoice, to save you time. When you click on the “+” sign to create a new document, you have the option of creating a contact as follows:
Once you've clicked on Create, the information will be automatically entered into your database. If you wish to enter and/or modify additional information for the contact from the form, click on the “pencil” icon and a window will open with all the fields contained in your contact form:
Via our web integrations
Plannit offers various options for redirecting requests from your website, social media, email and/or phone into the application.
These redirections automatically create customer contacts in your database, saving you time and enabling you to respond more quickly to their requests. To find out more about our web integrations, see: How web integration works
Note
If a contact already exists, it will appear in the window when you enter the first letters of the surname or first name and/or telephone number as follows:
✏️ You can always modify the customer's personal information with the pencil to the right of the customer's name (see arrow above) once your document has been created.
Tips and tricks
We recommend that you always geo-locate your addresses using the options offered by Google Maps when creating each address. For more information on how to geo-locate an address, see here.
You can assign several jobsite addresses to the same contact, here's how
It is possible to associate a different billing contact to the intervention address, see here