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 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