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Plannit Video Library
Plannit Video Library
Stella Marques avatar
Written by Stella Marques
Updated over 6 months ago

πŸŽ₯ 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 πŸš€

As always, if you have any suggestions or questions, please don't hesitate to get in touch.

πŸ“š Basic operation


πŸ“˜ Jobs

Manage your Jobs

Add timesheets on a job folder without a work order


πŸ“˜ Quotes

Create a basic quote

Plannit Bundles


πŸ“˜ Invoices

Create a basic invoice

Set the invoice terms for payments and activate the automation reminder feature


πŸ“˜ Payment

Payment process via the customer portal


πŸ“˜ Contacts

Create your customer contacts

Geo-locate the address of a contact


πŸ“˜ Visits / Work order

Create a visit and fill out a work order

Adding stations in the Zones section of the work order on mobile application

Modify or add a resource assigned to a visit


πŸ“˜ Routes

Start and operate a route on desktop

Start and operate a route on mobile app

Identify and assign the addresses/contacts that are not part of a route

Track the progress of your jobs on a route

Add notes on a recurring route

Add a note on a Run

Optimize your routes automatically or manually

Create a daily route from the calendar

Modify the departure address of a route on desktop


πŸ“˜ Calendar

Display options on the Calendar

Navigate the Calendar and assign jobs to your employees


πŸ“˜ Timesheets

Timesheets by Plannit


πŸ“˜ Accounting Systems

πŸ—ƒοΈ QuickBooks Online

QuickBooks Integration - Link a contact to a QuickBooks customer

πŸ—ƒοΈ Sage 50

πŸ—ƒοΈ Acomba


πŸ“˜ Web Bot

Add a message to the web bot


πŸ“˜ Autres

Manage a client request on the Dashboard

Ensure the completion of tasks to be done once your contracts have been sold

πŸ—„οΈ 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 ⬇️

πŸ“š Snow removal

πŸ“š Pool & Spa Services

πŸ“š Lan Care & Landscaping

πŸ“š Cleaning Services

πŸ“š Pest Control

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