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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 5 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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