🎥 We've gathered all our video in one place to give you the ability to easily find them by searching our Help Center.
We really hope they can help you become Plannit experts 🚀
As always, if you have any suggestions or questions, please don't hesitate to get in touch.
📚 Basic operation
📘 Jobs
Manage your Jobs
Manage your Jobs
Add timesheets on a job folder without a work order
Add timesheets on a job folder without a work order
📘 Quotes
Create a basic quote
Create a basic quote
Plannit Bundles
Plannit Bundles
📘 Invoices
Create a basic invoice
Create a basic invoice
Set the invoice terms for payments and activate the automation reminder feature
Set the invoice terms for payments and activate the automation reminder feature
📘 Payment
Payment process via the customer portal
Payment process via the customer portal
📘 Contacts
Create your customer contacts
Create your customer contacts
Geo-locate the address of a contact
Geo-locate the address of a contact
📘 Visits / Work order
Create a visit and fill out a work order
Create a visit and fill out a work order
Adding stations in the Zones section of the work order on mobile application
Adding stations in the Zones section of the work order on mobile application
Modify or add a resource assigned to a visit
Modify or add a resource assigned to a visit
📘 Routes
Start and operate a route on desktop
Start and operate a route on desktop
Start and operate a route on mobile app
Start and operate a route on mobile app
Identify and assign the addresses/contacts that are not part of a route
Identify and assign the addresses/contacts that are not part of a route
Track the progress of your jobs on a route
Track the progress of your jobs on a route
Add notes on a recurring route
Add notes on a recurring route
Add a note on a Run
Add a note on a Run
Optimize your routes automatically or manually
Optimize your routes automatically or manually
Create a daily route from the calendar
Create a daily route from the calendar
Modify the departure address of a route on desktop
Modify the departure address of a route on desktop
📘 Calendar
Display options on the Calendar
Display options on the Calendar
Navigate the Calendar and assign jobs to your employees
Navigate the Calendar and assign jobs to your employees
📘 Timesheets
Timesheets by Plannit
Timesheets by Plannit
📘 Accounting Systems
🗃️ QuickBooks Online
QuickBooks Integration - Link a contact to a QuickBooks customer
QuickBooks Integration - Link a contact to a QuickBooks customer
🗃️ Sage 50
🗃️ Acomba
📘 Web Bot
Add a message to the web bot
Add a message to the web bot
📘 Autres
Manage a client request on the Dashboard
Manage a client request on the Dashboard
Ensure the completion of tasks to be done once your contracts have been sold
Ensure the completion of tasks to be done once your contracts have been sold
🗄️ Library by industry
As some special features apply to certain types of company, we also have specific content for some of these industry.
Here they are ⬇️
📚 Pool & Spa Services
📚 Lan Care & Landscaping
📚 Cleaning Services