Before you begin, please ensure that your account settings are complete. See the links below ⬇️
You are now ready to use Plannit 🚀
💡 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
Other videos