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:
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).
Create your own contacts as described in this short video clip:
Step 2 - Basic settings for your contracts (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!
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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 Trics
💡 To speed up the creation of your contracts, we suggest you create a quote template!
Follow the steps in this short video capsule:
Creating your quotes (contracts)
🎥 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 contracts 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