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Getting Started Guide – Snow Removal
Getting Started Guide – Snow Removal

Configure the basic settings to get you started and let us guide you through your operations.

Stella Marques avatar
Written by Stella Marques
Updated over 10 months ago

We've put together a series of videos to help you get started with Plannit.

Together we'll help you :

➡️ Getting started with Plannit, to set up your account and learn the basics.

➡️ Become a Plannit expert, so you can work efficiently and save time.

Step 1 - Create your customer contact list

Already have your contact list in Plannit? Go to step 2

There are two ways to create your contact list in Plannit :

  1. Contact us with your list of customer contacts, and we'll be happy to import them for you. You can contact us via the Help Center by starting a new conversation (here's how to contact us).

  2. Create your own contacts as described in this short video clip :

Step 2 - Basic settings for your quotes

If you haven't already, your basic account settings are essential to getting started with Plannit.

🎥 In this video, you'll see how to :

  • Define my company's logo, name, address and other general information.

  • Define tax group·s with your tax numbers.

  • Define a list of products and services.

💡 Much of this information ends up on your quotes and invoices, but it's also displayed on your merchant page in our corporate network, a network that allows customers to find and contact you.

Step 3 - Settings to start creating your routes

🎥 In this video, you'll see how to :

  • Define your users

  • Define your services

  • Define pre-programmed messages

  • Define your labels

You are now ready to use Plannit 🚀

Tips and Tricks

💡 To speed up the creation of your quotes, we suggest you create a quote template.

Follow the steps in this short video capsule:

Creating your quotes

🎥 In this video, you'll see how :

  • The role of a Job and its advantages

  • Creating and sending a quote

Creating recurring routes

🎥 In this video, you'll see how to :

  • Create a route

  • Use filters, for example to identify accepted quotes or certain labels

  • Add or modify addresses

  • Optimize the route

Start my route

🎥 In this video, you'll see how to :

  • Start a route

  • Assign an employee to a route

  • Operate a route

  • Complete a route

Other videos

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