💡We made some improvements that will surely optimize the planning portion of your day
🚒 A few bugs have also been fixed.
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Custom fields displayed in the Contacts, Visits and Planner grids
You can choose to display the custom fields added to your customer's Contact form.
Be sure to add the custom field columns you've created in your account settings. Consult 👉 Customize fields on work orders, invoices, quotes, contacts and jobs
On the Contacts grid, click on the Display options button and check the desired columns to display them in the grid.
💡 In addition, you'll be able to export an excel document with all the information relevant to the file.
Right-click and select Export
Select the desired format ie. excel
A report will be generated, including the information contained in the grid
Adding attachments to the Contact form
You can now add documents and photos to your customer's contact form.
Click on Add an attachment in the contact form to activate the function.
Add a document: Here you can select from the list of documents you've added in the Documents tab of your Plannit account.
Upload a file: Select a file, photo or document saved on your device, e.g. laptop, cell phone or tablet.
Kanban format display 🚧 BETA
Track the progress of a job or project in pipeline format
What is a Kanban pipeline? It's a visual and sequential representation of the different stages of a process or project. Each step is represented by a column on the board, and the items to be processed are represented by tiles that move from left to right as they progress through the process.
🎥 Here's a short video explanation
Collapse the Statistics view at the top of the grids
You can now hide the statistics displayed at the top of the grids for quotes, invoices, jobs and visits.
Edit visit contact even if different from job contact
You can now modify the contact linked to a visit, even if it differs from the contact associated with the job.
For example, if you want to create the Job with the name of the Building and create the visits associated with the name of the Concierge who will be on site.
Events displayed in the My Day tab
Events created in your Calendar will now be displayed in the My Day tab.
New options on the Add button for Work orders / Visits
Add: Quickly add some information pertaining to the visit
Add & edit: Create and add all necessary information for this visit
🔧 FIXED BUGS |
We've been actively addressing and resolving various bugs! Our team will promptly notify affected customers once the fixes are complete.