In Plannit, you organize your service/work requests via the job space. Each job is a folder linked to 1 customer request, in which multiple documents can be stored: quotes, invoices, work orders / visits, etc.
Here's how to use the "job" to facilitate your organization and centralize all your information. We suggest you create a "job" for each new customer request as soon as you receive it.
From your dashboard, open your "JOB" folder either by clicking on your web request (if you've done Plannit web integration) or by clicking on the "+JOB" button if the request is received by phone or e-mail:
Then fill in the important information for managing the file (if appropriate to your operations) on your "Job space". For each request, you can fill in/modify the following fields as required:
Folder: # generated automatically when JOB* is created.
Customer: Contact information (see Create contacts / Customers).
Income statistics, pending amounts and cumulative hours worked.
Status: to manage milestones
Source: where your request comes from (application, Web, FB, etc.)
Title: to name the job (uses the customer's name by default)
Description: general description of the job.
Resource: Employee assigned to this job (i.e. project manager, technician, etc.)
Attachments: e.g. plans, sketches, route sheets, instructions that your employees are called upon to consult.
Add-on modules: add labels to facilitate sorting (if required) or custom fields to capture important information. For more details, see the guides: manage labels and Customize fields on my forms.
Customer messaging: Communicate directly with your customer in 1 click. See How to use Plannit customer messaging
Icons help you create and view all job-related files (e.g. quotation, visits with timesheet details, invoices, etc.).
Visit schedule: allows you to add visits or view all visits associated with this job. For more details, see the guide: How to create a visit / work order
Internal comments: to add private notes or tag a specific employee. See guide: Making visit notes visible to multiple employees
Note
Folder numbers are created as soon as you create a job with +JOB or create the first action on this request (i.e. create a visit, a quote, an invoice).
The visual marker indicating the creation of a job file is in the left-hand corner.
Once you've created a "job" folder, simply use the icons in the top right-hand corner of the job area to add activities or documents related to the job. Planned activities or those that have already taken place will all be visible and organized to centralize information and facilitate management.
