Welcome to Plannit! Complete these few steps in order to optimize the use of your account
1️⃣ Completing the basic parameters before starting operations is an essential step to maximize your operations and get off to a good start.
2️⃣ Once you have completed these steps, visit the link below to start your Plannit experience!
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